INVESCO FLOATING RATE MUNICI (PVI) Top Institutional Shareholders
INVESCO FLOATING RATE MUNICI (PVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $16.71M in PVI holdings during the latest filing period.
Wealthcare Advisory Partners Llc is currently the largest disclosed institutional shareholder of PVI tracked by InsiderSet, reporting ownership valued at approximately $2.88M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.88M, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PVI value among the investors covered in this analysis. Major shareholders include Wealthcare Advisory Partners Llc, Bank Of America Corp, Thomas J. Herzfeld Advisors, Inc., and several other long-term asset managers with concentrated positions in INVESCO FLOATING RATE MUNICI (PVI).
This page ranks the largest institutional PVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$16.71M
Largest Holder
Wealthcare Advisory Partners Llc
Largest Position
$2.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
32
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealthcare Advisory Partners Llc | 0.06% | 115,796 | $2,879,858 | $2,879,847 | -$11 | -0.00% | |
| Bank Of America Corp | 0.00% | 110,806 | $2,755,751 | $2,755,745 | -$6 | -0.00% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.42% | 49,141 | $1,222,137 | $1,222,137 | -$0 | -0.00% | |
| Foundations Investment Advisors, Llc | 0.01% | 45,816 | $1,139,445 | $1,139,444 | -$1 | -0.00% | |
| Flagship Harbor Advisors, Llc | 0.04% | 38,248 | $951,229 | $951,228 | -$1 | -0.00% | |
| Lpl Financial Llc | 0.00% | 35,306 | $878,058 | $878,060 | +$2 | +0.00% | |
| First Affirmative Financial Network | 0.36% | 30,956 | $768,629 | $769,876 | +$1,247 | +0.16% | |
| Osaic Holdings, Inc. | 0.00% | 28,996 | $721,101 | $721,131 | +$30 | +0.00% | |
| Cetera Investment Advisers | 0.00% | 28,221 | $701,856 | $701,856 | +$0 | +0.00% | |
| Envestnet Asset Management Inc | 0.00% | 26,712 | $664,338 | $664,327 | -$11 | -0.00% | |
| Wealthcare Capital Partners, Llc | 0.21% | 18,375 | $456,986 | $456,986 | +$0 | +0.00% | |
| Jane Street Group, Llc | 0.00% | 17,434 | $433,584 | $433,584 | -$0 | -0.00% | |
| Arkadios Wealth Advisors | 0.01% | 17,121 | $425,799 | $425,799 | +$0 | +0.00% | |
| Avior Wealth Management, Llc | 0.01% | 17,004 | $422,899 | $422,889 | -$10 | -0.00% | |
| Wealthcare Capital Management Llc | 0.03% | 14,013 | $348,503 | $348,503 | +$0 | +0.00% | |
| Morgan Stanley | 0.00% | 13,181 | $327,833 | $327,811 | -$22 | -0.01% | |
| Simplifi, Inc. | 0.13% | 12,244 | $304,500 | $304,508 | +$8 | +0.00% | |
| Raymond James Financial Inc | 0.00% | 11,510 | $286,254 | $286,254 | -$0 | -0.00% | |
| Wealthbridge Capital Management, Llc | 0.05% | 9,067 | $225,486 | $225,496 | +$10 | +0.00% | |
| Net Worth Advisory Group | 0.05% | 8,811 | $219,140 | $219,130 | -$10 | -0.00% | |
| Private Advisor Group, Llc | 0.00% | 8,764 | $217,958 | $217,961 | +$3 | +0.00% | |
| Stifel Financial Corp | 0.00% | 8,670 | $215,623 | $215,623 | -$0 | -0.00% | |
| Mechanics Financial Corp | 0.02% | 1,700 | $42,279 | $42,279 | $0 | 0.00% | |
| Hurley Capital, Llc | 0.01% | 1,086 | $27,020 | $27,009 | -$11 | -0.04% | |
| Us Bancorp \De\ | 0.00% | 1,067 | $26,536 | $26,536 | +$0 | +0.00% | |
| Western Wealth Management, Llc | 0.00% | 765 | $19,026 | $19,026 | -$0 | -0.00% | |
| Ae Wealth Management Llc | 0.00% | 495 | $12,311 | $12,311 | -$0 | -0.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 248 | $6,168 | $6,168 | -$0 | -0.00% | |
| Ubs Group Ag | 0.00% | 216 | $5,372 | $5,372 | -$0 | -0.00% | |
| Olistico Wealth, Llc | 0.00% | 100 | $2,487 | $2,487 | $0 | 0.00% | |
| Janney Montgomery Scott Llc | 0.00% | 39,849 | $991 | $991,045 | +$990,054 | +99904.50% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $9 | — | — | — |
Frequently asked questions about PVI
Who owns the most PVI stock?
The largest holders of PVI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FLOATING RATE MUNICI (PVI).
Is PVI widely held by superinvestors?
Many widely followed stocks like PVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PVI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.