We are live on ! Find out more
VPV icon

Invesco Pennsylvania Value Municipal Income Trust

50 hedge funds and large institutions have $56.2M invested in Invesco Pennsylvania Value Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 4650 (+4)

3% more capital invested

Capital invested by funds: $54.8M → $56.2M (+$1.39M)

0.1% more ownership

Funds ownership: 19.58%19.68% (+0.1%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$17.4M +$3.74M +317,434 +28%
KIM
2
Karpus Investment Management
New York
$11M -$518K -43,939 -5%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.24M +$1.31M +111,491 +34%
Morgan Stanley
4
Morgan Stanley
New York
$3.04M -$161K -13,663 -5%
PCM
5
PenderFund Capital Management
British Columbia, Canada
$2.69M +$294K +25,000 +13%
NCMW
6
Northern Capital Management (Wisconsin)
Wisconsin
$1.98M +$1.16M +98,825 +148%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.65M -$12.9K -1,099 -0.8%
Bank of America
8
Bank of America
North Carolina
$1.62M +$156K +13,242 +11%
RCM
9
Robinson Capital Management
Michigan
$1.29M -$50.2K -4,259 -4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$882K -$207K -17,562 -19%
Wells Fargo
11
Wells Fargo
California
$870K +$149K +12,660 +21%
Walleye Trading
12
Walleye Trading
New York
$824K +$396K +33,628 +96%
WA
13
WealthTrust Axiom
Pennsylvania
$751K -$19.6K -1,660 -3%
LCM
14
Landscape Capital Management
New Jersey
$716K -$237K -20,137 -25%
MC
15
Matisse Capital
Oregon
$705K -$1.15M -97,297 -62%
RJA
16
Raymond James & Associates
Florida
$637K +$24.4K +2,075 +4%
BBA
17
BLB&B Advisors
Pennsylvania
$468K -$19.1K -1,620 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$433K -$18.8K -1,600 -4%
LCM
19
Laurion Capital Management
New York
$342K -$2.64M -224,303 -89%
AG
20
Advisor Group
Arizona
$341K
AA
21
AQR Arbitrage
Connecticut
$327K
First Trust Advisors
22
First Trust Advisors
Illinois
$291K +$287K +24,347 New
SFG
23
SevenBridge Financial Group
Pennsylvania
$278K
UBS Group
24
UBS Group
Switzerland
$268K +$26.3K +2,233 +11%
M&T Bank
25
M&T Bank
New York
$240K -$41.8K -3,550 -15%

VPV Hedge Fund Activity: Q2 2018 in Review

50 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Pennsylvania Value Municipal Income Trust (VPV) for Q2 2018, worth a combined $56.2M — up 2.5% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VPV positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.74M. The largest seller was Laurion Capital Management, cutting an estimated $2.64M.

  • 50 institutional investors held Invesco Pennsylvania Value Municipal Income Trust (VPV) as of Q2 2018, up from 46 in Q1 2018.
  • Funds reported $56.2M of Invesco Pennsylvania Value Municipal Income Trust stock for Q2 2018, up 2.5% quarter-over-quarter.
  • 7 funds opened new Invesco Pennsylvania Value Municipal Income Trust positions in Q2 2018 and 3 closed out, a net change of +4 holders.
  • The largest Invesco Pennsylvania Value Municipal Income Trust buyer in Q2 2018 was Sit Investment Associates, an estimated $3.74M added.
  • The largest Invesco Pennsylvania Value Municipal Income Trust seller in Q2 2018 was Laurion Capital Management, an estimated $2.64M sold.

Based on aggregated 13F filings for Q2 2018.