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Invesco Pennsylvania Value Municipal Income Trust

39 hedge funds and large institutions have $43.8M invested in Invesco Pennsylvania Value Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $41.2M → $43.8M (+$2.63M)

0.94% more ownership

Funds ownership: 13.99%14.93% (+0.94%)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change

VPV Hedge Fund Activity: Q3 2017 in Review

39 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Pennsylvania Value Municipal Income Trust (VPV) for Q3 2017, worth a combined $43.8M — up 6.4% from $41.2M a quarter earlier.

Fund positioning in VPV was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $2.16M. The largest seller was Karpus Investment Management, cutting an estimated $563K.

  • 39 institutional investors held Invesco Pennsylvania Value Municipal Income Trust (VPV) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $43.8M of Invesco Pennsylvania Value Municipal Income Trust stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 3 funds opened new Invesco Pennsylvania Value Municipal Income Trust positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Pennsylvania Value Municipal Income Trust buyer in Q3 2017 was Bulldog Investors, an estimated $2.16M added.
  • The largest Invesco Pennsylvania Value Municipal Income Trust seller in Q3 2017 was Karpus Investment Management, an estimated $563K sold.

Based on aggregated 13F filings for Q3 2017.