PVI ETF

PVI ETF
$24.87
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Fund Essentials - as of Jun 30, 2026

Net Assets
$31M
Expense Ratio
0.25%
Dividend Yield (Current)
2.17%
Holdings
154
Inception Date
Nov 15, 2007
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.97%
1 Year+2.02%
3 Year+2.47%
5 Year+1.94%
10 Year+1.29%

Asset Allocation

Bonds: 99.98%
Cash: 0.02%
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Top Holdings

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TickerNameWeight
NY NYCUTL 06/15/2046New York N Y City Mun Wtr Fin 2.8% Jun 15, 20464.11%
FL ORLUTL 10/01/2039Orlando Fla Utils Commn Util S 2.94% Oct 01, 20393.59%
NY NYCMFH 10/15/2041New York City Housing Development Corp 10/15/20413.58%
NY NYC 08/01/2044New York N Y 3% Aug 01, 20442.99%
TX TXS 06/01/2046Texas State, General Obligation Veterans Bonds, Series 2015b2.72%
Top 10 Concentration: 27.35%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.17%
Frequency
Monthly
Latest Distribution
$0.05
Jul 20, 2026
12M Distributions
11 payments
Total: $0.51

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

PVI ETF Overview

PVI ETF (Invesco Floating Rate Municipal Income ETF) is managed by Invesco (US) with $31.1M in net assets. PVI expense ratio is 0.25%, holding 154 positions across sectors including Financials, Utilities, Health Care. Inception date: 2007-11-15.

PVI performance shows a YTD return of 0.97%. The 1-year return is 2.02% and the 5-year return is 1.94%. PVI dividend yield stands at 2.17%, paid monthly.

PVI top holdings include New York N Y City Mun Wtr Fin 2.8% Jun 15, 2046 (4.1%), Orlando Fla Utils Commn Util S 2.94% Oct 01, 2039 (3.6%), New York City Housing Development Corp 10/15/2041 (3.6%), New York N Y 3% Aug 01, 2044 (3.0%), Texas State, General Obligation Veterans Bonds, Series 2015b (2.7%). Go to all PVI holdings, PVI sectors, or PVI dividends.

PVI can be compared against other funds. Use PVI overlap to find shared positions, or PVI vs another fund for a side-by-side view. PVI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.18%
YTD
+0.97%
1 Year
+2.02%
3 Year
+2.47%

Top 10 Holdings (27.4% of portfolio)

#TickerNameSectorWeight
1NY NYCUTL 06/15/2046New York N Y City Mun Wtr Fin 2.8% Jun 15, 2046Financials4.11%
2FL ORLUTL 10/01/2039Orlando Fla Utils Commn Util S 2.94% Oct 01, 2039Utilities3.59%
3NY NYCMFH 10/15/2041New York City Housing Development Corp 10/15/2041Financials3.58%
4NY NYC 08/01/2044New York N Y 3% Aug 01, 2044Financials2.99%
5TX TXS 06/01/2046Texas State, General Obligation Veterans Bonds, Series 2015bFinancials2.72%
6CT CTSHSG 11/15/2050Connecticut State Hfa, (Series E-3), 0.080%, 11/15/2050Financials2.09%
7FL FLKWTR 09/01/2035Florida Keys Aqueduct Authority, Water Revenue Bonds, Series 2008Utilities2.09%
8NY NYCGEN 11/01/2036New York City Transitional Finance Authority Future Tax Secured Revenue 0.330000%Financials2.09%
9NY NYSHGR 07/01/2039New York State Dormitory Authority 0.880%Real Estate2.09%
10-Illinois Finance Authority Revenue (advocate Health Care Network) Vrdo 11/01/2038Other2.00%