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Invesco Floating Rate Municipal Income ETF (PVI) Institutional Ownership

Invesco Floating Rate Municipal Income ETF logo
$24.75 -0.02 (-0.08%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Floating Rate Municipal Income ETF (NYSEARCA:PVI)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.92M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.40M
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Skip Chart & View Institutional Buying and Selling Data

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
4/27/2026 Private Advisor Group LLC8,764$218K0.0%-6.5%0.701%
4/22/2026 Janney Montgomery Scott LLC39,849$991K0.0%N/A3.188%
2/17/2026Osaic Holdings Inc.22,482$560K0.0%+200.4%1.799%
2/11/2026LPL Financial LLC42,684$1.06M0.0%-55.3%3.415%
2/10/2026Foundations Investment Advisors LLC37,710$940K0.0%+77.7%3.017%
1/21/2026 Flagship Harbor Advisors LLC49,613$1.24M0.1%-1.4%3.969%
1/20/2026 Wealthcare Capital Management LLC11,341$283K0.0%N/A0.907%
1/14/2026 Wealthcare Advisory Partners LLC79,297$1.98M0.0%+44.2%6.100%
1/6/2026 Avior Wealth Management LLC18,329$457K0.0%+4.6%1.466%
11/17/2025Susquehanna International Group LLP19,104$474K0.0%N/A1.470%
11/12/2025US Bancorp DE1,067$26K0.0%-42.9%0.082%
11/7/2025 Wealthcare Advisory Partners LLC54,995$1.37M0.0%+28.1%4.230%
11/7/2025 WealthBridge Capital Management LLC9,000$223K0.1%-17.4%0.692%
11/5/2025 Flagship Harbor Advisors LLC50,313$1.25M0.1%-21.2%3.870%
11/3/2025Foundations Investment Advisors LLC21,218$527K0.0%+17.0%1.632%
10/24/2025 SimpliFi Inc.12,108$301K0.1%-57.9%0.931%
10/15/2025Net Worth Advisory Group8,062$200K0.1%-6.1%0.645%
9/4/2025Osaic Holdings Inc.3,464$86K0.0%-37.7%0.277%
8/15/2025Bank of America Corp DE85,260$2.11M0.0%-2.0%6.821%
8/14/2025Jane Street Group LLC48,473$1.20M0.0%+6.5%3.878%
8/14/2025Raymond James Financial Inc.1,374$34K0.0%N/A0.110%
8/14/2025Hurley Capital LLC1,073$27K0.0%-28.5%0.086%
8/8/2025Foundations 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%
7/17/2025Janney 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%
5/7/2025Foundations Investment Advisors LLC12,417$308K0.0%+25.8%1.035%
5/7/2025LPL Financial LLC69,721$1.73M0.0%+1.9%5.810%
5/5/2025Private Advisor Group LLC9,849$245K0.0%+12.2%0.895%
4/28/2025Private Trust Co. NA1,870$46K0.0%N/A0.170%
4/21/2025Avior Wealth Management LLC34,525$857K0.0%N/A3.139%
4/15/2025Wealthcare 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%
2/13/2025Envestnet Asset Management Inc.14,292$353K0.0%+35.1%0.922%
2/12/2025Mechanics Financial Corp1,700$42K0.0%N/A0.110%
2/11/2025LPL Financial LLC68,430$1.69M0.0%+1.0%4.415%
1/29/2025Wealthcare Capital Partners LLC8,994$222K0.1%N/A0.580%
1/23/2025First Affirmative Financial Network31,427$777K0.4%-3.3%2.028%
1/22/2025Foundations Investment Advisors LLC9,874$244K0.0%-12.3%0.637%
1/17/2025Janney Capital Management LLC40,851$1.01M0.1%-2.2%2.636%
1/15/2025Wealthcare Advisory Partners LLC42,876$1.06M0.0%+9.0%2.766%
11/15/2024Jane Street Group LLC17,828$443K0.0%+74.5%1.150%
11/1/2024Atria Investments Inc108,841$2.71M0.0%+5.5%7.022%
10/28/2024US Bancorp DE1,760$44K0.0%-40.3%0.114%
10/24/2024Wealth Enhancement Advisory Services LLC10,893$271K0.0%-21.4%0.703%
10/21/2024Foundations Investment Advisors LLC11,253$280K0.0%+12.8%0.726%
10/18/2024Net 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%
8/2/2024Foundations Investment Advisors LLC9,974$247K0.0%N/A0.643%
7/25/2024SimpliFi Inc.28,733$712K0.3%N/A1.854%
7/16/2024Wealth Enhancement Advisory Services LLC13,863$344K0.0%-7.2%0.894%
7/10/2024First Affirmative Financial Network15,535$385K0.3%+5.3%1.002%
5/1/2024Janney Capital Management LLC41,697$1.03M0.1%-1.2%2.606%
4/15/2024Wealthcare Advisory Partners LLC39,262$974K0.0%-11.4%2.708%
2/8/2024Janney Capital Management LLC42,206$1.05M0.1%-66.4%2.281%
2/6/2024Wealthcare Advisory Partners LLC44,323$1.10M0.0%-6.6%2.396%
2/6/2024Smart Money Group LLC17,570$435K0.2%-8.9%0.950%
1/16/2024Raymond James & Associates28,395$704K0.0%-29.3%1.535%
1/11/2024Brookstone Capital Management9,073$225K0.0%N/A0.490%
11/8/2023Janney 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%
10/24/2023Cambridge 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%
10/12/2023Wealthcare Advisory Partners LLC47,432$1.18M0.1%-18.9%2.564%
10/11/2023CWM LLC9,398$233K0.0%N/A0.508%
10/4/2023Massmutual Trust Co. FSB ADV17,471$434K0.0%N/A0.944%
8/2/2023Bank of Montreal Can10,357$258K0.0%N/A0.560%
7/31/2023LPL Financial LLC81,336$2.03M0.0%+17.0%4.397%
7/26/2023Janney Capital Management LLC130,367$3.25M0.2%-0.9%5.432%
7/25/2023Raymond James & Associates55,677$1.39M0.0%-39.2%2.320%
7/17/2023Wealthcare Advisory Partners LLC58,474$1.46M0.1%+11.0%2.436%
7/13/2023Cambridge 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%
5/9/2023Vestmark Advisory Solutions Inc.8,280$207K0.0%N/A0.276%
5/4/2023Wealthcare Advisory Partners LLC52,665$1.31M0.1%N/A1.756%
4/28/2023Janney 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%
2/8/2023Cambridge 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%
2/1/2023Janney 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%
1/20/2023Hedeker 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%
10/25/2022Janney 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%
10/17/2022Cambridge Investment Research Advisors Inc.155,079$3.86M0.0%+3.5%5.639%


PVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PVI shares?

During the previous two years, 28 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 ($2.11M), Wealthcare Advisory Partners LLC ($1.98M), Flagship Harbor Advisors LLC ($1.24M), Jane Street Group LLC ($1.20M), and LPL Financial LLC ($1.06M).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 24 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 ($49.64K), Wealthcare Advisory Partners LLC ($44.23K), Janney Montgomery Scott LLC ($39.85K), Foundations Investment Advisors LLC ($39.09K), and Jane Street Group LLC ($38.26K).

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

Institutional investors have bought a total of 238,209 shares in the last 24 months. This purchase volume represents approximately $5.92M in transactions.

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

Of the 12 institutional investors that sold Invesco Floating Rate Municipal Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($52.86K), SimpliFi Inc. ($16.63K), Flagship Harbor Advisors LLC ($14.24K), Wealthcare Advisory Partners LLC ($4.29K), Osaic Holdings Inc. ($2.10K), WealthBridge Capital Management LLC ($1.90K), and Bank of America Corp DE ($1.70K).

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

Institutional investors have sold a total of 96,501 shares in the last 24 months. This volume of shares sold represents approximately $2.40M in transactions.



This page (NYSEARCA:PVI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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