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Invesco Floating Rate Municipal Income ETF

26 hedge funds and large institutions have $15.9M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

18% more capital invested

Capital invested by funds: $13.5M → $15.9M (+$2.44M)

4.15% more ownership

Funds ownership: 47.22%51.37% (+4.2%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.27M +$540K +21,728 +31%
Bank of America
2
Bank of America
North Carolina
$2.11M -$42.3K -1,704 -2%
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.58M +$1.59M +63,850 New
Morgan Stanley
4
Morgan Stanley
New York
$1.58M +$14K +563 +0.9%
AWM
5
Avior Wealth Management
Nebraska
$1.21M +$356K +14,313 +41%
Jane Street
6
Jane Street
New York
$1.2M +$73.3K +2,949 +6%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$106K -4,285 -9%
JCM
8
Janney Capital Management
Pennsylvania
$992K -$10.7K -431 -1%
FAFN
9
First Affirmative Financial Network
Colorado
$767K -$43.5K -1,751 -5%
SI
10
SimpliFi Inc
California
$712K
FIA
11
Foundations Investment Advisors
Arizona
$449K +$142K +5,714 +46%
Mariner
12
Mariner
Kansas
$338K +$34.9K +1,404 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$289K -$6.16K -248 -2%
WCM
14
WealthBridge Capital Management
Ohio
$270K +$1.67K +67 +0.6%
PAG
15
Private Advisor Group
New Jersey
$246K +$1.67K +67 +0.7%
FAIM
16
Financial Advocates Investment Management
Washington
$230K +$870 +35 +0.4%
NWAG
17
Net Worth Advisory Group
Utah
$213K -$3.06K -123 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$140K
Osaic Holdings
19
Osaic Holdings
Arizona
$85.8K -$52.1K -2,098 -38%
US Bancorp
20
US Bancorp
Minnesota
$46.3K
MFC
21
Mechanics Financial Corp
Ohio
$42.1K
Raymond James Financial
22
Raymond James Financial
Florida
$34.1K +$34.1K +1,374 New
HC
23
Hurley Capital
New York
$26.6K -$10.6K -427 -28%
PS
24
Principal Securities
Iowa
$12.3K
OW
25
Olistico Wealth
Oklahoma
$2.48K

PVI Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q2 2025, worth a combined $15.9M — up 18% from $13.5M a quarter earlier.

Fund positioning in PVI was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $1.59M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $106K.

  • 26 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $15.9M of Invesco Floating Rate Municipal Income ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 2 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Floating Rate Municipal Income ETF buyer in Q2 2025 was Flagship Harbor Advisors, an estimated $1.59M added.
  • The largest Invesco Floating Rate Municipal Income ETF seller in Q2 2025 was Wealthcare Advisory Partners, an estimated $106K sold.

Based on aggregated 13F filings for Q2 2025.