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Invesco Floating Rate Municipal Income ETF (PVI) Institutional Ownership

Invesco Floating Rate Municipal Income ETF logo
$24.85 +0.01 (+0.04%)
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)
9
Total
Institutional Inflows
(last 12 months)
$4.04M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.13M
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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
7/10/2026 Wealthcare Advisory Partners LLC86,297$2.15M0.0%-25.5%6.392%
7/9/2026 Wealthcare Capital Partners LLC14,143$352K0.1%-23.0%1.048%
7/7/2026 Avior Wealth Management LLC19,679$490K0.0%+15.7%1.458%
5/19/2026 Bank of America Corp DE110,806$2.76M0.0%-2.1%8.864%
5/19/2026 Arkadios Wealth Advisors17,121$426K0.0%N/A1.370%
5/13/2026 Cetera Investment Advisers28,221$702K0.0%+1.7%2.258%
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%
2/17/2026 Osaic Holdings Inc.22,482$560K0.0%+200.4%1.799%
2/11/2026 LPL Financial LLC42,684$1.06M0.0%-55.3%3.415%
2/10/2026 Foundations 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%
11/17/2025 Susquehanna International Group LLP19,104$474K0.0%N/A1.470%
11/12/2025 US 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%
11/3/2025 Foundations Investment Advisors LLC21,218$527K0.0%+17.0%1.632%
10/24/2025 SimpliFi Inc.12,108$301K0.1%-57.9%0.931%
10/15/2025 Net Worth Advisory Group8,062$200K0.1%-6.1%0.645%
9/4/2025 Osaic Holdings Inc.3,464$86K0.0%-37.7%0.277%
8/15/2025 Bank of America Corp DE85,260$2.11M0.0%-2.0%6.821%
8/14/2025 Jane Street Group LLC48,473$1.20M0.0%+6.5%3.878%
8/14/2025 Raymond James Financial Inc.1,374$34K0.0%N/A0.110%
8/14/2025 Hurley Capital LLC1,073$27K0.0%-28.5%0.086%
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%
7/17/2025Janney 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%
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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%
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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%


PVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Invesco Floating Rate Municipal Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.76M), Atria Investments Inc ($2.71M), Sanctuary Advisors LLC ($2.55M), Wealthcare Advisory Partners LLC ($2.15M), 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.

Of the 25 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 ($52.31K), Wealthcare Advisory Partners LLC ($44.23K), Janney Montgomery Scott LLC ($39.85K), Jane Street Group LLC ($38.26K), and Foundations Investment Advisors LLC ($29.12K).

Institutional investors have bought a total of 162,314 shares in the last 24 months. This purchase volume represents approximately $4.04M in transactions.

Of the 11 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), Wealthcare Advisory Partners LLC ($29.50K), SimpliFi Inc. ($16.63K), Flagship Harbor Advisors LLC ($14.24K), Wealthcare Capital Partners LLC ($4.23K), Bank of America Corp DE ($2.35K), and Osaic Holdings Inc. ($2.10K).

Institutional investors have sold a total of 125,739 shares in the last 24 months. This volume of shares sold represents approximately $3.13M in transactions.



Institutional ownership data for NYSEARCA:PVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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