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Invesco Pennsylvania Value Municipal Income Trust

51 hedge funds and large institutions have $31.1M invested in Invesco Pennsylvania Value Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more funds holding

Funds holding: 4551 (+6)

0.43% more ownership

Funds ownership: 12.06%12.49% (+0.43%)

7% less capital invested

Capital invested by funds: $33.6M → $31.1M (-$2.48M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.16M
MSL
2
Mackay Shields LLC
New York
$3.91M
RJA
3
Raymond James & Associates
Florida
$3.35M -$1.09M -101,168 -24%
Bank of America
4
Bank of America
North Carolina
$2.96M +$1.56M +144,845 +105%
Morgan Stanley
5
Morgan Stanley
New York
$2.12M -$383K -35,690 -15%
RCM
6
Rivernorth Capital Management
Florida
$1.32M -$123K -11,430 -8%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.18M +$57.7K +5,372 +5%
LSC
8
Logan Stone Capital
Illinois
$724K +$359K +33,393 +93%
BOPW
9
Brandywine Oak Private Wealth
Pennsylvania
$658K +$676K +62,955 New
BBA
10
BLB&B Advisors
Pennsylvania
$653K -$100K -9,331 -13%
MC
11
Matisse Capital
Oregon
$584K
V
12
Veritable
Delaware
$553K +$2.38K +221 +0.4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$539K +$103K +9,544 +23%
WA
14
WealthTrust Axiom
Pennsylvania
$530K +$140 +13 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$479K -$63.4K -5,900 -11%
Osaic Holdings
16
Osaic Holdings
Arizona
$424K -$216K -20,099 -33%
WAM
17
Wolverine Asset Management
Illinois
$370K +$381K +35,462 New
Wells Fargo
18
Wells Fargo
California
$315K -$10.9K -1,016 -3%
AIP
19
Almanack Investment Partners
Pennsylvania
$287K
KIM
20
Karpus Investment Management
New York
$286K -$287K -26,683 -49%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$284K -$57.3K -5,333 -16%
AA
22
AQR Arbitrage
Connecticut
$275K +$282K +26,257 New
LPL Financial
23
LPL Financial
California
$267K +$999 +93 +0.4%
QC
24
Quantedge Capital
Singapore
$241K +$247K +23,000 New
First Trust Advisors
25
First Trust Advisors
Illinois
$234K -$202K -18,767 -46%

VPV Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Pennsylvania Value Municipal Income Trust (VPV) for Q2 2022, worth a combined $31.1M — down 7.4% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VPV positions and 5 closed out — a net gain of 6 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $1.56M. The largest seller was Raymond James & Associates, cutting an estimated $1.09M.

  • 51 institutional investors held Invesco Pennsylvania Value Municipal Income Trust (VPV) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $31.1M of Invesco Pennsylvania Value Municipal Income Trust stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 11 funds opened new Invesco Pennsylvania Value Municipal Income Trust positions in Q2 2022 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Pennsylvania Value Municipal Income Trust buyer in Q2 2022 was Bank of America, an estimated $1.56M added.
  • The largest Invesco Pennsylvania Value Municipal Income Trust seller in Q2 2022 was Raymond James & Associates, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2022.