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Invesco Pennsylvania Value Municipal Income Trust
VPV

Overview Fund Activity

38 hedge funds and large institutions have $16.1M invested in Invesco Pennsylvania Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$536K
2
RCM
2
Robinson Capital Management
Michigan
$4.1M
3
VF
3
Virtu Financial
New York
$149K
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$484K
5
CWS
5
Confluence Wealth Services
Pennsylvania
$497K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RAM
3
Readystate Asset Management
Illinois
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$4.1M 408,018 +22,334 +6%
RCM
2
Rivernorth Capital Management
Florida
$1.88M 186,839 -10,986 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.28M 127,503 -19,225 -13%
Bank of America
4
Bank of America
North Carolina
$1.12M 111,006 +9,017 +9%
YCM
5
Yakira Capital Management
Connecticut
$603K 59,968 – –
Bank of New York Mellon
6
Bank of New York Mellon
New York
$536K 53,303 +53,303 New
SIA
7
Sit Investment Associates
Minnesota
$520K 51,685 – –
CC
8
CF Capital
Massachusetts
$499K 49,802 -5,533 -10%
CWS
9
Confluence Wealth Services
Pennsylvania
$497K 49,452 +11,972 +32%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$484K 48,127 +13,519 +39%
WA
11
WealthTrust Axiom
Pennsylvania
$372K 36,954 +9 +0%
Raymond James Financial
12
Raymond James Financial
Florida
$316K 31,439 +9,068 +41%
Wells Fargo
13
Wells Fargo
California
$311K 30,904 -799 -3%
LPL Financial
14
LPL Financial
California
$306K 30,390 -6,223 -17%
BBA
15
BLB&B Advisors
Pennsylvania
$305K 30,347 +793 +3%
AAS
16
Avantax Advisory Services
Texas
$255K 25,360 – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$209K 20,817 – –
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$206K 20,462 – –
JSW
19
Journey Strategic Wealth
New Jersey
$201K 20,004 -3,000 -13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$197K 19,590 – –
EFG
21
Ethos Financial Group
Pennsylvania
$170K 16,900 – –
UBS Group
22
UBS Group
Switzerland
$167K 16,574 -1,738 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$152K 15,141 -5,673 -27%
RB
24
Rodgers Brothers
Pennsylvania
$152K 15,089 +76 +0.5%
VF
25
Virtu Financial
New York
$149K 14,790 +14,790 New
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