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Invesco Pennsylvania Value Municipal Income Trust
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Overview Fund Activity

44 hedge funds and large institutions have $68.7M invested in Invesco Pennsylvania Value Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$5.2M
2
SIA
Sit Investment Associates
Minnesota
+$4.49M
3
RCM
Rivernorth Capital Management
Florida
+$2.66M
4
Morgan Stanley
Morgan Stanley
New York
+$1.25M
5
KIM
Karpus Investment Management
New York
+$872K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.27M
2
WP
Woodline Partners
California
-$1.78M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$254K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$221K
5
UBS Group
UBS Group
Switzerland
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
– -$47.3K -5,281 Closed
TWD
52
True Wealth Design
Ohio
– -$29.2K -3,258 Closed
UB
53
UMB Bank
Missouri
– -$14.8K -1,648 Closed
AWA
54
Authentikos Wealth Advisory
California
– -$13K -1,449 Closed
GI
55
Gradient Investments
Minnesota
– -$5.37K -600 Closed
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