PVI Institutional Ownership & Shareholders
INVESCO FLOATING RATE MUNICI (PVI) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sykon Capital Llc is currently the largest disclosed institutional shareholder of PVI tracked by InsiderSet, reporting ownership valued at approximately $4.10M in its June 30, 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 $4.09M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed PVI value among the investors covered in this analysis. Major shareholders include Sykon Capital Llc, Bank Of America Corp, Wealthcare Advisory Partners Llc, 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
$20.32M
Largest Holder
Sykon Capital Llc
Largest Position
$4.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sykon Capital Llc | 1.26% | 164,824 | $4,101,645 | $4,087,635 | -$14,010 | -0.34% | |
| Bank Of America Corp | 0.00% | 110,764 | $2,756,355 | $2,746,947 | -$9,408 | -0.34% | |
| Wealthcare Advisory Partners Llc | 0.04% | 83,830 | $2,091,555 | $2,078,984 | -$12,571 | -0.60% | |
| Osaic Holdings, Inc. | 0.00% | 54,724 | $1,362,068 | $1,357,155 | -$4,913 | -0.36% | |
| Foundations Investment Advisors, Llc | 0.01% | 50,210 | $1,249,471 | $1,245,208 | -$4,263 | -0.34% | |
| Flagship Harbor Advisors, Llc | 0.04% | 40,747 | $1,016,639 | $1,010,526 | -$6,113 | -0.60% | |
| Janney Montgomery Scott Llc | 0.00% | 39,964 | $995,000 | $991,107 | -$3,893 | -0.39% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 35,536 | $884,305 | $881,293 | -$3,012 | -0.34% | |
| Lpl Financial Llc | 0.00% | 32,686 | $813,396 | $810,613 | -$2,783 | -0.34% | |
| Cetera Investment Advisers | 0.00% | 28,221 | $702,280 | $699,881 | -$2,399 | -0.34% | |
| Avior Wealth Management, Llc | 0.01% | 22,091 | $551,176 | $547,857 | -$3,319 | -0.60% | |
| Envestnet Asset Management Inc | 0.00% | 17,839 | $443,924 | $442,407 | -$1,517 | -0.34% | |
| First Affirmative Financial Network | 0.08% | 14,815 | $369,638 | $367,412 | -$2,226 | -0.60% | |
| Wealthcare Capital Partners, Llc | 0.14% | 14,191 | $354,065 | $351,937 | -$2,128 | -0.60% | |
| Wealthcare Capital Management Llc | 0.04% | 14,037 | $350,223 | $348,118 | -$2,105 | -0.60% | |
| Arkadios Wealth Advisors | 0.01% | 13,910 | $346,150 | $344,968 | -$1,182 | -0.34% | |
| Simplifi, Inc. | 0.13% | 12,378 | $308,831 | $306,974 | -$1,857 | -0.60% | |
| Raymond James Financial Inc | 0.00% | 11,779 | $293,120 | $292,119 | -$1,001 | -0.34% | |
| Morgan Stanley | 0.00% | 11,731 | $291,945 | $290,929 | -$1,016 | -0.35% | |
| Private Advisor Group, Llc | 0.00% | 9,870 | $245,624 | $244,776 | -$848 | -0.35% | |
| Wealthbridge Capital Management, Llc | 0.04% | 9,151 | $228,318 | $226,945 | -$1,373 | -0.60% | |
| Net Worth Advisory Group | 0.06% | 8,907 | $221,939 | $220,894 | -$1,045 | -0.47% | |
| Signature Equity Partners, Llc | 0.04% | 4,171 | $104,077 | $103,441 | -$636 | -0.61% | |
| Wells Fargo & Company/Mn | 0.00% | 3,506 | $87,253 | $86,949 | -$304 | -0.35% | |
| Mechanics Financial Corp | 0.02% | 1,700 | $42,305 | $42,160 | -$145 | -0.34% | |
| Hurley Capital, Llc | 0.01% | 1,091 | $27,159 | $27,057 | -$102 | -0.38% | |
| Us Bancorp \De\ | 0.00% | 1,067 | $26,552 | $26,462 | -$90 | -0.34% | |
| Farther Finance Advisors, Llc | 0.00% | 1,008 | $25,150 | $24,998 | -$152 | -0.60% | |
| Action Point Financial Planning, Llc | 0.00% | 731 | $18,191 | $18,129 | -$62 | -0.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 248 | $6,171 | $6,150 | -$21 | -0.33% | |
| Ubs Group Ag | 0.00% | 196 | $4,877 | $4,861 | -$16 | -0.33% | |
| Olistico Wealth, Llc | 0.00% | 100 | $2,495 | $2,480 | -$15 | -0.60% |
Frequently asked questions about PVI
Who are the largest institutional holders of PVI?
The largest institutional holders of PVI reported in the latest SEC Form 13F filings include Sykon Capital Llc, Bank Of America Corp, Wealthcare Advisory Partners Llc, Osaic Holdings, Inc., and Foundations Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported PVI position.
What is PVI institutional ownership?
This page tracks PVI positions reported by institutional investment managers through SEC Form 13F. INVESCO FLOATING RATE MUNICI (PVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PVI?
InsiderSet currently tracks 32 institutional managers reporting PVI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PVI shareholders.
How much PVI stock do institutions own?
Institutional investment managers disclosed approximately $20.32M in PVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PVI institutional ownership last updated?
The latest PVI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PVI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PVI position after the reporting date.
Are institutions buying or selling PVI?
Institutional buying and selling can be analyzed by comparing PVI positions across consecutive 13F reporting periods. InsiderSet's PVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PVI ownership changes.
How has PVI institutional ownership changed over time?
InsiderSet tracks PVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.