Institutional Ownership
Invesco Pa Value Mun Inc Tr
CUSIP 46132K109COMVPVQ1 2026
Institutional Holders
39
13F filers
Shares Held
1.22M
Aggregate institutional
Institutional Value
$12.28M
Q1 2026
Net New Holders
+2
6 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased14
Decreased9
Sold out4
Institutional Holders
39 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 221.7K | $2.34M | +67.5K | Added |
| 2 | Robinson Capital Management, LLC | 133.2K | $1.47M | −155.2K | Reduced |
| 3 | Bank Of America Corp /De/ | 82.0K | $867.0K | +1.4K | Added |
| 4 | Raymond James Financial Inc | 65.8K | $696.0K | +31.3K | Added |
| 5 | Lpl Financial LLC | 51.3K | $542.7K | −2.9K | Reduced |
| 6 | North Ground Capital | 49.8K | $526.1K | −43.7K | Reduced |
| 7 | Confluence Wealth Services, Inc. | 48.4K | $511.5K | −1.1K | Reduced |
| 8 | Pnc Financial Services Group, Inc. | 48.1K | $508.2K | 0 | Held |
| 9 | Baird Financial Group, Inc. | 48.0K | $507.2K | +118 | Added |
| 10 | Cetera Investment Advisers | 47.6K | $502.6K | +275 | Added |
29 more institutional holders on Premium
See every fund holding Invesco Pa Value Mun Inc Tr, with full quarter-over-quarter share changes.
Unlock all holders