Invesco Floating Rate Municipal Income
PVI • ARCA
Invesco Floating Rate Municipal Income is an exchange-traded fund on ARCA. As of Q3 2025, 23 institutional investors hold shares in this ETF, with total holdings valued at $14.1M. LPL Financial LLC is the largest holder with a position valued at $2.4M.
Overview
Overview of institutional ownership in PVI as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $14.1M
- Shares Held
- 566.0K
- Avg Position
- $611.0K
- Median Position
- $300.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PVI as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $2.4M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.1M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.5M 0.00% of portfolio |
 Wealthcare Advisory Partners LLC RIA/Wealth | $1.4M 0.03% of portfolio |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | $1.2M 0.05% of portfolio |
 Janney Capital Management LLC RIA/Wealth | $995.2K 0.07% of portfolio |
 First Affirmative Financial Network RIA/Wealth | $768.6K 0.37% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $689.0K 0.00% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $526.8K 0.01% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $474.4K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PVI in Q3 2025
- Traded
- −$1.9M
- Buyers
- 13
- Sellers
- 15
- Total Bought
- +$2.0M
- Total Sold
- −$3.9M
- Avg Position
- $468.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$689.0K +27.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$474.4K +19.1K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | +$299.8K +12.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$214.3K +8.6K shares |
L LPL Financial LLC Institution | +$101.6K +4.1K shares |
A Advisor Group Holdings, Inc. Institution | +$100.0K +4.0K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$76.6K +3.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$7.6K +306.0 shares |
BANK OF AMERICA CORP /DE/ Institution | +$6.4K +256.0 shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.7K +190.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$1.2M −48.5K shares |
−$777.4K −31.3K shares | |
 SimpliFi, Inc. RIA/Wealth | −$412.8K −16.6K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$337.8K −13.6K shares |
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | −$336.1K −13.5K shares |
 Private Advisor Group, LLC RIA/Wealth | −$245.8K −9.9K shares |
−$229.5K −9.3K shares | |
R ROYAL BANK OF CANADA Institution | −$140.2K −5.7K shares |
MORGAN STANLEY RIA/Wealth | −$65.0K −2.6K shares |
 WealthBridge Capital Management, LLC RIA/Wealth | −$47.1K −1.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PVI in Q3 2025
- New Positions
- 1
- New Value
- $689.0K
- Exited Positions
- 7
- Exited Value
- $2.2M
New Positions
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $689.0K 27.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.2M 48.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $337.8K 13.6K shares |
Private Advisor Group, LLC RIA/Wealth | $245.8K 9.9K shares |
$229.5K 9.3K shares | |
R ROYAL BANK OF CANADA Institution | $140.2K 5.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $34.1K 1.4K shares |
 Olistico Wealth, LLC RIA/Wealth | $2.5K 100.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PVI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PVI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
First Affirmative Financial Network RIA/Wealth | 0.37% $768.6K |
SimpliFi, Inc. RIA/Wealth | 0.13% $300.6K |
Janney Capital Management LLC RIA/Wealth | 0.07% $995.2K |
 Net Worth Advisory Group RIA/Wealth | 0.06% $200.2K |
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | 0.05% $1.2M |
WealthBridge Capital Management, LLC RIA/Wealth | 0.05% $223.5K |
Wealthcare Advisory Partners LLC RIA/Wealth | 0.03% $1.4M |
M Mechanics Financial Corp Institution | 0.02% $42.2K |
 Hurley Capital, LLC RIA/Wealth | 0.02% $26.7K |
0.01% $435.3K |