Who owns PVI?
Invesco Floating Rate Municipal Income ETF · Invesco
29 institutions reported holding PVI, worth $18.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PVI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sykon Capital LLC | Harrison, NY | $4.1M | 164,824 | New position |
| Bank of America Corp. | Charlotte, NC | $2.8M | 110,764 | −42 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $2.1M | 86,297 | −29,499 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.4M | 54,724 | +25,728 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $1.2M | 50,210 | +4,394 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $995K | 39,964 | +115 shares |
| Flagship Harbor Advisors, LLC | Boston, MA | $982K | 39,473 | +1,225 shares |
| LPL Financial LLC | Fort Mill, SC | $813K | 32,686 | −2,620 shares |
| Cetera Investment Advisers | Schaumburg, IL | $702K | 28,221 | No change |
| Avior Wealth Management, LLC | Omaha, NE | $490K | 19,679 | +2,675 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PVI?
29 institutional managers reported holding PVI in Form 13F filings for June 30, 2026, worth $18.9M in total. The largest reported position was held by Sykon Capital LLC, at $4.1M.
Did institutions buy or sell PVI last quarter?
Reported 13F value rose 11.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PVI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.