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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of New York Mellon
New York
+$536K
2
RCM
Robinson Capital Management
Michigan
+$225K
3
VF
Virtu Financial
New York
+$149K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$136K
5
CWS
Confluence Wealth Services
Pennsylvania
+$120K

Top Sellers

1
SCM
Saba Capital Management
New York
-$1.69M
2
WAM
Wolverine Asset Management
Illinois
-$849K
3
RAM
Readystate Asset Management
Illinois
-$342K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$213K
5
Walleye Capital
Walleye Capital
New York
-$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
26
Mackay Shields LLC
New York
$145K -$5.79K -575 -4%
EH
27
Equitable Holdings
New York
$123K +$1.62K +161 +1%
Ameriprise
28
Ameriprise
Minnesota
$119K – – –
LCM
29
Landscape Capital Management
New Jersey
$115K -$166K -16,495 -59%
KA
30
Kercheville Advisors
Texas
$111K – – –
KIG
31
Kennedy Investment Group
New Jersey
$102K +$102K +10,122 New
Mariner
32
Mariner
Kansas
$102K -$1.55K -154 -1%
GSAM
33
Grant Street Asset Management
Pennsylvania
$101K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$89K – – –
FCMT
35
Founders Capital Management (Texas)
Texas
$30.2K – – –
EWA
36
EverSource Wealth Advisors
Alabama
$10.1K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$7.05K +$2.01K +200 +40%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$5.35K – – –
SCM
39
Saba Capital Management
New York
– -$1.69M -166,030 Closed
WAM
40
Wolverine Asset Management
Illinois
– -$849K -83,276 Closed
RAM
41
Readystate Asset Management
Illinois
– -$342K -33,558 Closed
HWAM
42
Hennion & Walsh Asset Management
New Jersey
– -$213K -20,899 Closed
Walleye Capital
43
Walleye Capital
New York
– -$194K -19,017 Closed
COLIM
44
City of London Investment Management
United Kingdom
– -$164K -16,143 Closed
SFG
45
Stonebridge Financial Group
Pennsylvania
– -$7.99K -784 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
– -$6K -600 Closed
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