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Invesco Pennsylvania Value Municipal Income Trust
VPV

Overview Fund Activity

49 hedge funds and large institutions have $31.1M invested in Invesco Pennsylvania Value Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$2.56M
2
KIM
Karpus Investment Management
New York
+$1.09M
3
RJA
Raymond James & Associates
Florida
+$648K
4
AIP
Almanack Investment Partners
Pennsylvania
+$458K
5
LCM
Landscape Capital Management
New Jersey
+$390K

Top Sellers

1
MSL
Mackay Shields LLC
New York
-$435K
2
Osaic Holdings
Osaic Holdings
Arizona
-$345K
3
AAS
Avantax Advisory Services
Texas
-$282K
4
BWP
Bernardo Wealth Planning
Pennsylvania
-$275K
5
GP
Girard Partners
Pennsylvania
-$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$254K +$10.1K +794 +4%
Stifel Financial
27
Stifel Financial
Missouri
$209K +$209K +16,350 New
M&T Bank
28
M&T Bank
New York
$208K -$46.6K -3,650 -18%
AA
29
AQR Arbitrage
Connecticut
$186K +$31.3K +2,454 +20%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$183K -$16.2K -1,275 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$161K -$12.8K -1,002 -7%
KA
32
Kercheville Advisors
Texas
$141K +$141K +11,000 New
RJT
33
Raymond James Trust
Florida
$129K +$129K +10,108 New
ASN
34
Advisory Services Network
Georgia
$118K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$93K +$33.1K +2,615 +55%
UBS Group
36
UBS Group
Switzerland
$90K -$88.6K -6,951 -50%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$86K – – –
HI
38
Hudock Inc
Pennsylvania
$80K – – –
FCMT
39
Founders Capital Management (Texas)
Texas
$51K +$51K +4,000 New
CP
40
Corbenic Partners
Pennsylvania
$43K – – –
GWM
41
Geneos Wealth Management
Colorado
$31K – – –
FIA
42
FNY Investment Advisers
New York
$31K +$31K +2,490 New
SWM
43
Sugarloaf Wealth Management
Georgia
$21K – – –
IAIM
44
International Assets Investment Management
Florida
$16K +$16K +1,242 New
BAM
45
Barrett Asset Management
New York
$9K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$8K – – –
NFSG
47
Newbridge Financial Services Group
Florida
$5K – – –
First Manhattan
48
First Manhattan
New York
$4K – – –
FP
49
Fiduciary Planning
Florida
$1K +$10 +1 +1%
AAS
50
Avantax Advisory Services
Texas
– -$282K -22,930 Closed
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