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Invesco Pennsylvania Value Municipal Income Trust (VPV) Institutional Ownership

Invesco Pennsylvania Value Municipal Income Trust logo
$9.91 +0.07 (+0.71%)
As of 03:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Pennsylvania Value Municipal Income Trust (NYSE:VPV)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$10.91M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$53.21M
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VPV Institutional Buying and Selling by Quarter

Invesco Pennsylvania Value Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 Baird Financial Group Inc.34,608$353K0.0%N/A0.194%
5/15/2025 Landscape Capital Management L.L.C.27,959$285K0.0%N/A0.156%
5/14/2025 North Ground Capital55,335$544K0.5%+46.1%0.310%
5/14/2025 WealthTrust Axiom LLC36,945$376K0.1%-3.3%0.207%
5/14/2025 Walleye Capital LLC19,017$194K0.0%+68.6%0.106%
5/13/2025 Sit Investment Associates Inc.51,685$527K0.0%-88.7%0.289%
5/12/2025 Wolverine Asset Management LLC83,276$849K0.0%+336.6%0.466%
5/9/2025 PNC Financial Services Group Inc.8,847$90K0.0%N/A0.050%
5/6/2025 Cetera Investment Advisers20,817$212K0.0%+47.6%0.116%
5/6/2025 Journey Strategic Wealth LLC23,004$234K0.0%+9.5%0.129%
5/6/2025 Readystate Asset Management LP33,558$342K0.0%+50.0%0.188%
5/6/2025 Tabor Asset Management LP59,968$611K0.2%N/A0.336%
5/5/2025 Tabor Asset Management LP59,968$611K0.2%N/A0.336%
4/28/2025 BLB&B Advisors LLC29,554$301K0.0%+31.9%0.165%
4/24/2025 Confluence Wealth Services Inc.37,480$364K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC19,590$200K0.0%+18.1%0.000%
2/18/2025 Alpine Global Management LLC33,942$349K0.1%N/A0.000%
2/17/2025 Saba Capital Management L.P.475,944$4.90M0.1%-83.5%0.000%
2/17/2025 Nomura Holdings Inc.19,282$198K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers14,099$145K0.0%+9.1%0.000%
2/17/2025 CF Capital LLC37,874$390K0.4%N/A0.000%
2/17/2025 Balyasny Asset Management L.P.22,137$228K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE115,905$1.19M0.0%-3.4%0.000%
2/14/2025 Alpine Global Management LLC33,942$349K0.1%N/A0.000%
2/13/2025 Walleye Capital LLC11,282$116K0.0%N/A0.000%
2/13/2025 Icon Advisers Inc. Co.19,690$203K0.0%N/A0.000%
2/13/2025 Mariner LLC10,183$105K0.0%-11.9%0.000%
2/13/2025 Raymond James Financial Inc.28,999$298K0.0%N/A0.000%
2/13/2025 Yakira Capital Management Inc.59,968$617K0.2%+26.3%0.000%
2/13/2025 Sit Investment Associates Inc.457,660$4.71M0.1%-82.1%0.000%
2/11/2025 LPL Financial LLC38,626$397K0.0%+5.0%0.000%
2/10/2025 Avantax Advisory Services Inc.25,360$261K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.28,999$298K0.0%N/A0.000%
2/4/2025 Bank of New York Mellon Corp24,951$257K0.0%-73.8%0.000%
2/4/2025 Mackay Shields LLC15,557$160K0.0%-74.3%0.000%
2/3/2025 Wolverine Asset Management LLC19,072$196K0.0%+95,260.0%0.000%
1/31/2025 Robinson Capital Management LLC169,384$1.74M0.7%N/A0.000%
1/28/2025 BLB&B Advisors LLC22,399$230K0.0%-30.9%0.000%
1/27/2025 Brandywine Oak Private Wealth LLC20,462$211K0.0%-13.6%0.000%
1/24/2025 Journey Strategic Wealth LLC21,004$216K0.0%-16.0%0.000%
Trump’s true trade war strategy (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
1/17/2025 Janney Montgomery Scott LLC16,590$171K0.0%-22.4%0.000%
12/3/2024 Rivernorth Capital Management LLC534,737$6.05M0.3%+12.6%0.000%
11/25/2024Sanctuary Advisors LLC10,153$113K0.0%N/A0.000%
11/15/2024 Rivernorth Capital Management LLC479,204$5.42M0.3%+0.9%0.000%
11/5/2024 Haverford Trust Co30,365$343K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.20,823$236K0.0%-48.8%0.000%
10/22/2024 International Assets Investment Management LLC14,047$159K0.0%+1,031.0%0.000%
8/16/2024 Almitas Capital LLC153,384$1.67M0.7%+2.5%0.000%
8/15/2024 Logan Stone Capital LLC126,588$1.38M0.4%-39.9%0.000%
8/14/2024 Whitebox Advisors LLC127,118$1.38M0.0%+212.9%0.000%
8/9/2024 City of London Investment Management Co. Ltd.61,590$669K0.1%+19.4%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC43,679$474K0.1%+20.6%0.000%
7/26/2024 BLB&B Advisors LLC33,092$359K0.0%-5.7%0.000%
7/26/2024 Bank of New York Mellon Corp94,135$1.02M0.0%+7.1%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.40,677$442K0.0%-22.4%0.000%
5/15/2024 Whitebox Advisors LLC40,629$416K0.0%N/A0.000%
5/14/2024 Karpus Management Inc.117,426$1.20M0.0%-1.3%0.000%
5/1/2024 Janney Montgomery Scott LLC21,366$219K0.0%-25.2%0.000%
4/26/2024 BLB&B Advisors LLC35,094$360K0.0%-3.3%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC36,210$371K0.1%+233.1%0.000%
2/22/2024 Napa Wealth Management27,300$273K0.1%N/A0.000%
2/13/2024 Karpus Management Inc.118,926$1.19M0.0%+274.4%0.000%
2/9/2024 City of London Investment Management Co. Ltd.51,590$516K0.0%N/A0.000%
2/9/2024 Journey Strategic Wealth LLC27,004$270K0.0%-15.6%0.000%
2/7/2024 Ethos Financial Group LLC21,900$219K0.0%N/A0.000%
2/6/2024 M&T Bank Corp15,046$150K0.0%-9.4%0.000%
2/5/2024 Brandywine Oak Private Wealth LLC23,685$237K0.0%-14.5%0.000%
1/25/2024 International Assets Investment Management LLC12,420$1.24M0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC10,872$109K0.0%+372.7%0.000%
1/24/2024 International Assets Investment Management LLC12,420$1.24M0.0%N/A0.000%
1/19/2024 BLB&B Advisors LLC36,277$363K0.0%-5.0%0.000%
1/16/2024Raymond James & Associates69,721$697K0.0%-19.1%0.000%
11/21/2023 Almitas Capital LLC56,029$501K0.2%N/A0.000%
11/14/2023 AQR Arbitrage LLC146,158$1.31M0.1%+66.8%0.000%
11/14/2023 Saba Capital Management L.P.2,114,078$18.92M0.5%+59.7%0.000%
11/13/2023 Rodgers Brothers Inc.15,355$137K0.0%N/A0.000%
11/9/2023 Fiera Capital Corp365,614$3.27M0.0%+2.0%0.000%
11/8/2023Pathstone Family Office LLC39,153$350K0.0%N/A0.000%
11/8/2023 Journey Strategic Wealth LLC32,004$286K0.0%+20.0%0.000%
11/2/2023 M&T Bank Corp16,604$149K0.0%-14.5%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.55,066$493K0.0%+16.5%0.000%
10/24/2023 Affinity Wealth Management LLC17,322$155K0.0%-20.0%0.000%
10/24/2023Raymond James & Associates86,193$771K0.0%-21.7%0.000%
10/23/2023 Commonwealth Equity Services LLC12,480$112K0.0%-10.1%0.000%
8/16/2023 TD Capital Management LLC4,815$47K0.0%N/A0.000%
8/15/2023 Journey Strategic Wealth LLC26,674$263K0.0%+60.6%0.000%
8/14/2023 Affinity Wealth Management LLC21,652$213K0.0%N/A0.000%
8/10/2023 Sit Investment Associates Inc.1,414,003$13.94M0.4%+10.5%0.000%
8/9/2023 Fiera Capital Corp358,321$3.53M0.0%+14.5%0.000%
8/2/2023 Bank of Montreal Can21,505$251K0.0%N/A0.000%
Trump’s true trade war strategy (Ad)

The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals… They think his involvement in Ukraine is just another resource grab… They think his tariffs will wreck the economy… But they’re all missing the bigger picture.

This is fast becoming the world’s most sought-after resource.
7/31/2023 LPL Financial LLC57,597$568K0.0%+11.8%0.000%
7/27/2023 Mackay Shields LLC60,475$596K0.0%-8.1%0.000%
7/26/2023 Janney Montgomery Scott LLC36,461$360K0.0%-7.5%0.000%
7/25/2023Raymond James & Associates110,064$1.09M0.0%-11.8%0.000%
7/20/2023 BLB&B Advisors LLC39,200$387K0.0%-18.2%0.000%
5/16/2023 Grant Street Asset Management Inc.10,000$100K0.0%N/A0.042%
5/12/2023 Journey Strategic Wealth LLC16,610$167K0.0%+12.2%0.070%
5/11/2023 Karpus Management Inc.32,162$323K0.0%N/A0.135%
5/11/2023 M&T Bank Corp19,794$199K0.0%+73.0%0.083%
5/3/2023 WealthTrust Axiom LLC45,028$452K0.2%+6.6%0.000%
(Data available from 1/1/2016 forward)

VPV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VPV shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Invesco Pennsylvania Value Municipal Income Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($6.05M), Saba Capital Management L.P. ($4.90M), Fiera Capital Corp ($3.27M), Robinson Capital Management LLC ($1.74M), Almitas Capital LLC ($1.67M), Whitebox Advisors LLC ($1.38M), and Logan Stone Capital LLC ($1.38M).Learn more on VPV's institutional investors.

Which institutional investors have been buying Invesco Pennsylvania Value Municipal Income Trust stock?

Of the 45 institutional investors that purchased Invesco Pennsylvania Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($790.19K), Robinson Capital Management LLC ($169.38K), Sit Investment Associates Inc. ($133.92K), Whitebox Advisors LLC ($127.12K), Tabor Asset Management LP ($119.94K), Karpus Management Inc. ($87.16K), and Wolverine Asset Management LLC ($83.26K).

How much institutional buying is happening at Invesco Pennsylvania Value Municipal Income Trust?

Institutional investors have bought a total of 2,555,247 shares in the last 24 months. This purchase volume represents approximately $24.96M in transactions.

Which Invesco Pennsylvania Value Municipal Income Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold Invesco Pennsylvania Value Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($2.50M), Saba Capital Management L.P. ($2.41M), Logan Stone Capital LLC ($84.13K), Bank of New York Mellon Corp ($70.23K), Raymond James & Associates ($55.01K), Mackay Shields LLC ($50.27K), and Hennion & Walsh Asset Management Inc. ($31.61K).

How much institutional selling is happening at Invesco Pennsylvania Value Municipal Income Trust?

Institutional investors have sold a total of 5,269,785 shares in the last 24 months. This volume of shares sold represents approximately $54.20M in transactions.


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This page (NYSE:VPV) was last updated on 6/12/2025 by MarketBeat.com Staff
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