INVESCO FLOATING RATE MUNICI (PVI) Institutional Ownership Changes & 13F Activity
INVESCO FLOATING RATE MUNICI (PVI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sykon Capital Llc, Thomas J. Herzfeld Advisors, Inc., First Affirmative Financial Network, Wealthcare Advisory Partners Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -8,873 | -33.2% | 17,839 | $443.92K | Q2 2026 | Sep 23, 2026 |
| Osaic Holdings, Inc. | Buy | +25,728 | +88.7% | 54,724 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +4,394 | +9.6% | 50,210 | $1.25M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,506 | — | 3,506 | $87.25K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +731 | — | 731 | $18.19K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +269 | +2.3% | 11,779 | $293.12K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -42 | -0.0% | 110,764 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1,450 | -11.0% | 11,731 | $291.94K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -20 | -9.3% | 196 | $4.88K | Q2 2026 | Aug 13, 2026 |
| Sykon Capital Llc | Buy | +164,824 | — | 164,824 | $4.10M | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | Sell | -3,211 | -18.8% | 13,910 | $346.15K | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, Llc | Buy | +5 | +0.5% | 1,091 | $27.16K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -2,620 | -7.4% | 32,686 | $813.40K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +115 | +0.3% | 39,964 | $995.00K | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, Llc | Buy | +1,106 | +12.6% | 9,870 | $245.62K | Q2 2026 | Jul 27, 2026 |
| Simplifi, Inc. | Buy | +68 | +0.6% | 12,312 | $306.38K | Q2 2026 | Jul 24, 2026 |
| Wealthbridge Capital Management, Llc | Buy | +50 | +0.6% | 9,117 | $226.88K | Q2 2026 | Jul 24, 2026 |
| Flagship Harbor Advisors, Llc | Buy | +1,225 | +3.2% | 39,473 | $982.29K | Q2 2026 | Jul 22, 2026 |
| Net Worth Advisory Group | Buy | +49 | +0.6% | 8,860 | $220.47K | Q2 2026 | Jul 14, 2026 |
| Wealthcare Advisory Partners Llc | Sell | -29,499 | -25.5% | 86,297 | $2.15M | Q2 2026 | Jul 09, 2026 |
| Wealthcare Capital Partners, Llc | Sell | -4,232 | -23.0% | 14,143 | $351.95K | Q2 2026 | Jul 09, 2026 |
| Wealthcare Capital Management Llc | Buy | +24 | +0.2% | 14,037 | $349.31K | Q2 2026 | Jul 09, 2026 |
| Avior Wealth Management, Llc | Buy | +2,675 | +15.7% | 19,679 | $489.70K | Q2 2026 | Jul 07, 2026 |
| Western Wealth Management, Llc | Sell | -765 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Ae Wealth Management Llc | Sell | -495 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Sell | -49,141 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -17,434 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Stifel Financial Corp | Sell | -8,670 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| First Affirmative Financial Network | Sell | -30,956 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about PVI activity
Which institutional owners are buying PVI?
Institutional owners buying PVI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PVI activity?
"Buy" means an investor increased their reported position in PVI compared to the prior reporting period. This reflects growing exposure to INVESCO FLOATING RATE MUNICI (PVI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PVI increasing?
Institutional interest in PVI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.