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Invesco Pennsylvania Value Municipal Income Trust

45 hedge funds and large institutions have $43.1M invested in Invesco Pennsylvania Value Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$220K
M&T Bank
27
M&T Bank
New York
$199K +$83.8K +8,353 +73%
JSW
28
Journey Strategic Wealth
New Jersey
$167K +$18.1K +1,802 +12%
Stifel Financial
29
Stifel Financial
Missouri
$156K -$2.49K -248 -2%
Ameriprise
30
Ameriprise
Minnesota
$147K +$10.2K +1,015 +7%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$135K -$23.8K -2,375 -15%
First Trust Advisors
32
First Trust Advisors
Illinois
$132K -$12.2K -1,214 -8%
CAN
33
Cetera Advisor Networks
California
$128K -$3.99K -397 -3%
KA
34
Kercheville Advisors
Texas
$110K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$101K
GSAM
36
Grant Street Asset Management
Pennsylvania
$100K +$100K +10,000 New
FCMT
37
Founders Capital Management (Texas)
Texas
$30K
UB
38
UMB Bank
Missouri
$16.5K
ASN
39
Advisory Services Network
Georgia
$12.1K -$2.78K -277 -19%
CFO
40
CVA Family Office
Colorado
$11K
SPIA
41
Steward Partners Investment Advisory
New York
$10.8K
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$6K +$6K +643 New
NA
43
NewEdge Advisors
Louisiana
$4.33K
First Manhattan
44
First Manhattan
New York
$3.51K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$139 +$5 +500 +4%
KFI
46
Key Financial Inc
Pennsylvania
-$315K -32,685 Closed
OFG
47
OTA Financial Group
New York
-$248K -25,381 Closed
VF
48
Virtu Financial
New York
-$186K -19,019 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
-$176K -18,000 Closed
LCM
50
Landscape Capital Management
New Jersey
-$135K -13,802 Closed