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Invesco Pennsylvania Value Municipal Income Trust
VPV

Overview Fund Activity

43 hedge funds and large institutions have $18.9M invested in Invesco Pennsylvania Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$2.2M
2
WAM
Wolverine Asset Management
Illinois
+$654K
3
CWS
Confluence Wealth Services
Pennsylvania
+$364K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$353K
5
LCM
Landscape Capital Management
New Jersey
+$285K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$4.14M
2
SCM
Saba Capital Management
New York
-$3.16M
3
AGM
Alpine Global Management
New York
-$349K
4
HTC
Haverford Trust Company
Pennsylvania
-$312K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$3.93M +$2.2M +216,300 +128%
RCM
2
Rivernorth Capital Management
Florida
$2.02M +$229K +22,445 +13%
SCM
3
Saba Capital Management
New York
$1.69M -$3.16M -309,914 -65%
Morgan Stanley
4
Morgan Stanley
New York
$1.5M +$225K +22,076 +18%
Bank of America
5
Bank of America
North Carolina
$1.04M -$142K -13,916 -12%
WAM
6
Wolverine Asset Management
Illinois
$849K +$654K +64,204 +337%
YCM
7
Yakira Capital Management
Connecticut
$611K – – –
CC
8
CF Capital
Massachusetts
$544K +$172K +17,461 +46%
SIA
9
Sit Investment Associates
Minnesota
$527K -$4.14M -405,975 -89%
WA
10
WealthTrust Axiom
Pennsylvania
$376K -$12.7K -1,247 -3%
LPL Financial
11
LPL Financial
California
$373K -$20.5K -2,013 -5%
CWS
12
Confluence Wealth Services
Pennsylvania
$364K +$364K +37,480 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$353K +$353K +34,608 New
RAM
14
Readystate Asset Management
Illinois
$342K +$114K +11,189 +50%
Wells Fargo
15
Wells Fargo
California
$323K +$14.5K +1,426 +5%
BBA
16
BLB&B Advisors
Pennsylvania
$301K +$72.9K +7,155 +32%
LCM
17
Landscape Capital Management
New Jersey
$285K +$285K +27,959 New
AAS
18
Avantax Advisory Services
Texas
$258K – – –
JSW
19
Journey Strategic Wealth
New Jersey
$234K +$20.4K +2,000 +10%
Raymond James Financial
20
Raymond James Financial
Florida
$228K -$67.5K -6,628 -23%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$213K +$1.28K +126 +0.6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$212K +$68.5K +6,718 +48%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$212K -$21.1K -2,070 -9%
BOPW
24
Brandywine Oak Private Wealth
Pennsylvania
$209K – – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$200K +$30.6K +3,000 +18%
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