Who owns Invesco Floating Rate Municipal Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PVI from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 760,235 shares of Invesco Floating Rate Municipal Income ETF worth $17.9M — about 56.3% of shares outstanding; the largest disclosed holder is SYKON CAPITAL LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$17.9M
value, 2026 filers
56.3%
of shares outstanding (760,235 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PVI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SYKON CAPITAL LLCNEW | 164,824 | $4.1M | 1.3% | 12.2% | new |
| 2 | BANK OF AMERICA CORP /DE/ | 110,764 | $2.8M | 0.0% | 8.2% | 0.0% |
| 3 | Wealthcare Advisory Partners LLC | 86,297 | $2.1M | 0.0% | 6.4% | -25.5% |
| 4 | OSAIC HOLDINGS, INC. | 54,724 | $1.4M | 0.0% | 4.1% | +88.7% |
| 5 | Foundations Investment Advisors, LLC | 50,210 | $1.2M | 0.0% | 3.7% | +9.6% |
| 6 | Janney Montgomery Scott LLC | 39,964 | $995 | 0.0% | 3% | +0.3% |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | 39,473 | $982,287 | 0.0% | 2.9% | +3.2% |
| 8 | LPL Financial LLC | 32,686 | $813,396 | 0.0% | 2.4% | -7.4% |
| 9 | Cetera Investment Advisers | 28,221 | $702,280 | 0.0% | 2.1% | 0.0% |
| 10 | Avior Wealth Management, LLC | 19,679 | $489,700 | 0.0% | 1.5% | +15.7% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 17,839 | $443,924 | 0.0% | 1.3% | -33.2% |
| 12 | Wealthcare Capital Partners, LLC | 14,143 | $351,949 | 0.1% | 1% | -23.0% |
| 13 | WEALTHCARE CAPITAL MANAGEMENT LLC | 14,037 | $349,311 | 0.0% | 1% | +0.2% |
| 14 | Arkadios Wealth Advisors | 13,910 | $346,150 | 0.0% | 1% | -18.8% |
| 15 | SimpliFi, Inc. | 12,312 | $306,376 | 0.1% | 0.9% | +0.6% |
| 16 | RAYMOND JAMES FINANCIAL INC | 11,779 | $293,120 | 0.0% | 0.9% | +2.3% |
| 17 | MORGAN STANLEY | 11,731 | $291,945 | 0.0% | 0.9% | -11.0% |
| 18 | Private Advisor Group, LLC | 9,870 | $245,624 | 0.0% | 0.7% | +12.6% |
| 19 | WealthBridge Capital Management, LLC | 9,117 | $226,875 | 0.0% | 0.7% | +0.6% |
| 20 | Net Worth Advisory Group | 8,860 | $220,473 | 0.1% | 0.7% | +0.6% |
| 21 | WELLS FARGO & COMPANY/MN | 3,506 | $87,253 | 0.0% | 0.3% | — |
| 22 | Mechanics Financial Corp | 1,700 | $42,305 | 0.0% | 0.1% | 0.0% |
| 23 | Integrated Wealth Concepts LLCNEW | 1,156 | $28,782 | 0.0% | 0.1% | new |
| 24 | Hurley Capital, LLC | 1,091 | $27,159 | 0.0% | 0.1% | +0.5% |
| 25 | US BANCORP \DE\ | 1,067 | $26,552 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.