Invesco Floating Rate Municipal Income ETF
22 hedge funds and large institutions have $13.3M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 22 → 22 (0)
2.69% less ownership
Funds ownership: 45.28% → 42.59% (-2.7%)
6% less capital invested
Capital invested by funds: $14.1M → $13.3M (-$789K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$687K |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$604K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$410K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$373K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.31M |
| 2 |
Morgan Stanley
New York
|
-$648K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$474K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$294K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$214K |
PVI Hedge Fund Activity: Q4 2025 in Review
22 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q4 2025, worth a combined $13.3M — down 5.6% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PVI positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $687K. The largest seller was LPL Financial, cutting an estimated $1.31M.
- 22 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $13.3M of Invesco Floating Rate Municipal Income ETF stock for Q4 2025, down 5.6% quarter-over-quarter.
- 5 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
- The largest Invesco Floating Rate Municipal Income ETF buyer in Q4 2025 was Bank of America, an estimated $687K added.
- The largest Invesco Floating Rate Municipal Income ETF seller in Q4 2025 was LPL Financial, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2025.