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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-8,873-33.2%17,839$443.92KQ2 2026Sep 23, 2026
Osaic Holdings, Inc.Buy+25,728+88.7%54,724$1.36MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+4,394+9.6%50,210$1.25MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,506—3,506$87.25KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+731—731$18.19KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+269+2.3%11,779$293.12KQ2 2026Aug 14, 2026
Bank Of America CorpSell-42-0.0%110,764$2.76MQ2 2026Aug 14, 2026
Morgan StanleySell-1,450-11.0%11,731$291.94KQ2 2026Aug 13, 2026
Ubs Group AgSell-20-9.3%196$4.88KQ2 2026Aug 13, 2026
Sykon Capital LlcBuy+164,824—164,824$4.10MQ2 2026Aug 12, 2026
Arkadios Wealth AdvisorsSell-3,211-18.8%13,910$346.15KQ2 2026Aug 10, 2026
Hurley Capital, LlcBuy+5+0.5%1,091$27.16KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-2,620-7.4%32,686$813.40KQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+115+0.3%39,964$995.00KQ2 2026Aug 05, 2026
Private Advisor Group, LlcBuy+1,106+12.6%9,870$245.62KQ2 2026Jul 27, 2026
Simplifi, Inc.Buy+68+0.6%12,312$306.38KQ2 2026Jul 24, 2026
Wealthbridge Capital Management, LlcBuy+50+0.6%9,117$226.88KQ2 2026Jul 24, 2026
Flagship Harbor Advisors, LlcBuy+1,225+3.2%39,473$982.29KQ2 2026Jul 22, 2026
Net Worth Advisory GroupBuy+49+0.6%8,860$220.47KQ2 2026Jul 14, 2026
Wealthcare Advisory Partners LlcSell-29,499-25.5%86,297$2.15MQ2 2026Jul 09, 2026
Wealthcare Capital Partners, LlcSell-4,232-23.0%14,143$351.95KQ2 2026Jul 09, 2026
Wealthcare Capital Management LlcBuy+24+0.2%14,037$349.31KQ2 2026Jul 09, 2026
Avior Wealth Management, LlcBuy+2,675+15.7%19,679$489.70KQ2 2026Jul 07, 2026
Western Wealth Management, LlcSell-765-100.0%0$0.00Q2 2026May 19, 2026
Ae Wealth Management LlcSell-495-100.0%0$0.00Q2 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-49,141-100.0%0$0.00Q2 2026May 12, 2026
Jane Street Group, LlcSell-17,434-100.0%0$0.00Q2 2026May 12, 2026
Stifel Financial CorpSell-8,670-100.0%0$0.00Q2 2026May 12, 2026
First Affirmative Financial NetworkSell-30,956-100.0%0$0.00Q2 2026May 08, 2026
Showing 29 of 29

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.