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Invesco Floating Rate Municipal Income ETF (PVI) Institutional Ownership

$24.86 -0.01 (-0.02%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Floating Rate Municipal Income ETF (NYSEARCA:PVI)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$8.60M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$315.38K
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PVI Institutional Buying and Selling by Quarter

Invesco Floating Rate Municipal Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Foundations Investment Advisors LLC18,131$449K0.0%+46.0%1.450%
8/4/2025 Flagship Harbor Advisors LLC63,850$1.58M0.1%N/A5.108%
7/22/2025 Wealthcare Advisory Partners LLC42,919$1.06M0.0%-9.1%3.434%
7/17/2025 Janney Capital Management LLC40,032$992K0.1%-1.1%3.203%
7/17/2025 Avior Wealth Management LLC48,838$1.21M0.0%+41.5%3.907%
5/19/2025Jane Street Group LLC45,524$1.13M0.0%+6.1%3.794%
5/7/2025Hurley Capital LLC1,500$37K0.0%N/A0.125%
5/7/2025 Foundations Investment Advisors LLC12,417$308K0.0%+25.8%1.035%
5/7/2025LPL Financial LLC69,721$1.73M0.0%+1.9%5.810%
5/5/2025 Private Advisor Group LLC9,849$245K0.0%+12.2%0.895%
4/28/2025 Private Trust Co. NA1,870$46K0.0%N/A0.170%
4/21/2025 Avior Wealth Management LLC34,525$857K0.0%N/A3.139%
4/15/2025 Wealthcare Advisory Partners LLC47,204$1.17M0.0%+10.1%4.105%
4/11/2025First Affirmative Financial Network32,699$812K0.5%+4.0%2.843%
2/17/2025Bank of America Corp DE76,963$1.90M0.0%+28.0%4.965%
2/14/2025Jane Street Group LLC42,896$1.06M0.0%+140.6%2.767%
2/13/2025Mariner LLC8,881$219K0.0%N/A0.573%
2/13/2025 Envestnet Asset Management Inc.14,292$353K0.0%+35.1%0.922%
2/12/2025 Mechanics Financial Corp1,700$42K0.0%N/A0.110%
2/11/2025LPL Financial LLC68,430$1.69M0.0%+1.0%4.415%
1/29/2025 Wealthcare Capital Partners LLC8,994$222K0.1%N/A0.580%
1/23/2025First Affirmative Financial Network31,427$777K0.4%-3.3%2.028%
1/22/2025 Foundations Investment Advisors LLC9,874$244K0.0%-12.3%0.637%
1/17/2025 Janney Capital Management LLC40,851$1.01M0.1%-2.2%2.636%
1/15/2025 Wealthcare Advisory Partners LLC42,876$1.06M0.0%+9.0%2.766%
11/15/2024Jane Street Group LLC17,828$443K0.0%+74.5%1.150%
11/1/2024 Atria Investments Inc108,841$2.71M0.0%+5.5%7.022%
10/28/2024 US Bancorp DE1,760$44K0.0%-40.3%0.114%
10/24/2024 Wealth Enhancement Advisory Services LLC10,893$271K0.0%-21.4%0.703%
10/21/2024 Foundations Investment Advisors LLC11,253$280K0.0%+12.8%0.726%
10/18/2024 Net Worth Advisory Group8,603$214K0.1%N/A0.555%
10/10/2024First Affirmative Financial Network32,504$808K0.4%+109.2%2.097%
10/7/2024WealthBridge Capital Management LLC10,700$266K0.1%-4.1%0.690%
9/5/2024Sanctuary Advisors LLC102,612$2.55M0.0%N/A6.620%
8/2/2024 Foundations Investment Advisors LLC9,974$247K0.0%N/A0.643%
7/25/2024 SimpliFi Inc.28,733$712K0.3%N/A1.854%
7/16/2024 Wealth Enhancement Advisory Services LLC13,863$344K0.0%-7.2%0.894%
7/10/2024First Affirmative Financial Network15,535$385K0.3%+5.3%1.002%
5/1/2024 Janney Capital Management LLC41,697$1.03M0.1%-1.2%2.606%
4/15/2024 Wealthcare Advisory Partners LLC39,262$974K0.0%-11.4%2.708%
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2/8/2024 Janney Capital Management LLC42,206$1.05M0.1%-66.4%2.281%
2/6/2024 Wealthcare Advisory Partners LLC44,323$1.10M0.0%-6.6%2.396%
2/6/2024 Smart Money Group LLC17,570$435K0.2%-8.9%0.950%
1/16/2024Raymond James & Associates28,395$704K0.0%-29.3%1.535%
1/11/2024 Brookstone Capital Management9,073$225K0.0%N/A0.490%
11/8/2023 Janney Capital Management LLC125,538$3.12M0.2%-3.7%6.786%
11/8/2023WealthBridge Capital Management LLC11,951$297K0.1%-21.9%0.646%
10/24/2023Raymond James & Associates40,173$998K0.0%-27.8%2.172%
10/24/2023 Cambridge Investment Research Advisors Inc.22,874$568K0.0%-84.7%1.236%
10/16/2023First Affirmative Financial Network14,712$365K0.4%-3.6%0.795%
10/12/2023 Wealthcare Advisory Partners LLC47,432$1.18M0.1%-18.9%2.564%
10/11/2023 CWM LLC9,398$233K0.0%N/A0.508%
10/4/2023 Massmutual Trust Co. FSB ADV17,471$434K0.0%N/A0.944%
8/2/2023 Bank of Montreal Can10,357$258K0.0%N/A0.560%
7/31/2023LPL Financial LLC81,336$2.03M0.0%+17.0%4.397%
7/26/2023 Janney Capital Management LLC130,367$3.25M0.2%-0.9%5.432%
7/25/2023Raymond James & Associates55,677$1.39M0.0%-39.2%2.320%
7/17/2023 Wealthcare Advisory Partners LLC58,474$1.46M0.1%+11.0%2.436%
7/13/2023 Cambridge Investment Research Advisors Inc.149,772$3.73M0.0%-5.3%6.241%
7/10/2023First Affirmative Financial Network15,257$380K0.4%-2.7%0.636%
5/11/2023WealthBridge Capital Management LLC15,658$391K0.2%+3.9%0.522%
5/9/2023 Vestmark Advisory Solutions Inc.8,280$207K0.0%N/A0.276%
5/4/2023 Wealthcare Advisory Partners LLC52,665$1.31M0.1%N/A1.756%
4/28/2023 Janney Capital Management LLC131,558$3.28M0.2%-3.4%4.385%
4/14/2023Raymond James & Associates91,502$2.28M0.0%-0.5%3.050%
4/11/2023First Affirmative Financial Network15,675$391K0.5%-8.6%0.514%
2/8/2023Raymond James & Associates91,942$2.29M0.0%-24.7%2.966%
2/8/2023 Cambridge Investment Research Advisors Inc.158,399$3.95M0.0%+2.1%5.110%
2/7/2023LPL Financial LLC49,277$1.23M0.0%-3.3%1.590%
2/1/2023 Janney Capital Management LLC136,178$3.40M0.2%-7.7%4.393%
1/31/2023WealthBridge Capital Management LLC15,073$376K0.2%+55.3%0.486%
1/23/2023First Affirmative Financial Network17,154$428K0.5%+4.2%0.553%
1/20/2023 Hedeker Wealth LLC44,107$1.10M0.4%+5.6%1.423%
11/14/2022Thomas J. Herzfeld Advisors Inc.3,200$80K0.0%-20.0%0.114%
10/25/2022 Janney Capital Management LLC147,507$3.67M0.3%-3.1%5.364%
10/20/2022First Affirmative Financial Network16,465$410K0.5%-20.5%0.599%
10/20/2022FinTrust Capital Advisors LLC9,890$246K0.1%N/A0.360%
10/17/2022 Cambridge Investment Research Advisors Inc.155,079$3.86M0.0%+3.5%5.639%
8/15/2022 Rehmann Capital Advisory Group31,995$796K0.1%-9.5%1.231%
8/10/2022Thomas J. Herzfeld Advisors Inc.4,000$100K0.0%-87.7%0.154%
8/3/2022 Envestnet Asset Management Inc.32,066$798K0.0%-8.6%1.233%
8/3/2022 Janney Capital Management LLC152,201$3.79M0.3%-0.4%5.854%
7/28/2022 Hedeker Wealth LLC41,773$1.04M0.4%N/A1.607%
7/13/2022 Cambridge Investment Research Advisors Inc.149,850$3.73M0.0%-1.1%5.763%
7/13/2022First Affirmative Financial Network20,714$515K0.6%-3.0%0.797%
6/3/2022 Rehmann Capital Advisory Group35,359$888K0.1%+105.6%1.813%
5/12/2022 Cambridge Investment Research Advisors Inc.151,537$3.77M0.0%+11.3%5.943%
5/4/2022 Envestnet Asset Management Inc.35,099$873K0.0%+117.0%1.633%
5/4/2022 Janney Capital Management LLC152,860$3.80M0.3%+1.0%7.110%
3/2/2022 Rehmann Capital Advisory Group17,201$428K0.0%-32.7%0.882%
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2/15/2022First Affirmative Financial Network21,037$523K0.5%-3.1%1.169%
2/8/2022Bank of America Corp DE318,274$7.91M0.0%-30.9%17.682%
2/8/2022Raymond James & Associates138,897$3.45M0.0%N/A7.717%
2/4/2022 Envestnet Asset Management Inc.16,173$402K0.0%-33.3%0.899%
2/3/2022 Cambridge Investment Research Advisors Inc.136,173$3.39M0.0%+1.0%7.565%
1/27/2022 Janney Capital Management LLC151,338$3.76M0.2%-6.0%7.761%
11/16/2021 Rehmann Capital Advisory Group25,566$636K0.1%+8.9%1.247%
11/16/2021Jane Street Group LLC72,554$1.81M0.0%-35.7%3.539%
11/16/2021Citadel Advisors LLC156,237$3.89M0.0%N/A7.621%
11/5/2021Advisor Group Holdings Inc.1,000$25K0.0%+100.0%0.049%
(Data available from 1/1/2016 forward)

PVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVI shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco Floating Rate Municipal Income ETF. The most heavily invested institutionals were Atria Investments Inc ($2.71M), Sanctuary Advisors LLC ($2.55M), Bank of America Corp DE ($1.90M), LPL Financial LLC ($1.73M), Flagship Harbor Advisors LLC ($1.58M), Avior Wealth Management LLC ($1.21M), and Jane Street Group LLC ($1.13M).Learn more on Invesco Floating Rate Municipal Income ETF's institutional investors.

Which institutional investors have been buying Invesco Floating Rate Municipal Income ETF's stock?

Of the 22 institutional investors that purchased Invesco Floating Rate Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($102.61K), Flagship Harbor Advisors LLC ($63.85K), Avior Wealth Management LLC ($48.84K), Jane Street Group LLC ($35.31K), SimpliFi Inc. ($28.73K), Foundations Investment Advisors LLC ($19.51K), and First Affirmative Financial Network ($19.03K).

How much institutional buying is happening at Invesco Floating Rate Municipal Income ETF?

Institutional investors have bought a total of 347,148 shares in the last 24 months. This purchase volume represents approximately $8.60M in transactions.

Which of Invesco Floating Rate Municipal Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Invesco Floating Rate Municipal Income ETF stock in the last 24 months: Wealthcare Advisory Partners LLC ($4.29K), Wealth Enhancement Advisory Services LLC ($2.97K), Foundations Investment Advisors LLC ($1.38K), Janney Capital Management LLC ($1.36K), US Bancorp DE ($1.19K), First Affirmative Financial Network ($1.08K), and WealthBridge Capital Management LLC ($462.00).

How much institutional selling is happening at Invesco Floating Rate Municipal Income ETF?

Institutional investors have sold a total of 12,722 shares in the last 24 months. This volume of shares sold represents approximately $315.38K in transactions.



This page (NYSEARCA:PVI) was last updated on 8/13/2025 by MarketBeat.com Staff
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