Institutional Ownership
Invesco Pa Value Mun Inc Tr
CUSIP 46132K109COMVPVQ1 2026
13D / 13G Filings
16
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
12.1%
Max % of class reported
Institutional Holders
39
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
16 filings · latest Dec 18, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 18, 2024 | Sit Investment Associates, Inc. | 13D/A | 3.5% | — | SEC |
| 2 | Dec 12, 2024 | Saba Capital Management, L.P. | 13D/A | 2.8% | 504.9K | SEC |
| 3 | Nov 21, 2024 | Saba Capital Management, L.P. | 13D/A | 8.7% | 2.07M | SEC |
| 4 | Nov 13, 2024 | Saba Capital Management, L.P. | 13D/A | 10.1% | 2.40M | SEC |
| 5 | Oct 31, 2024 | Saba Capital Management, L.P. | 13D/A | 11.1% | 2.64M | SEC |
| 6 | Jun 14, 2024 | Saba Capital Management, L.P. | 13D/A | 12.1% | 2.88M | SEC |
| 7 | May 6, 2024 | Saba Capital Management, L.P. | 13D/A | 12.1% | 2.88M | SEC |
| 8 | Mar 28, 2024 | Sit Investment Associates Inc | 13D | 9.9% | 2.36M | SEC |
| 9 | Feb 9, 2024 | Sit Investment Associates Inc | 13G/A | 8.4% | 2.00M | SEC |
| 10 | Jan 4, 2024 | Saba Capital Management, L.P. | 13D/A | 11.2% | 2.66M | SEC |
6 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Pa Value Mun Inc Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 221.7K | $2.34M |
| 2 | Robinson Capital Management, LLC | 133.2K | $1.47M |
| 3 | Bank Of America Corp /De/ | 82.0K | $867.0K |
| 4 | Raymond James Financial Inc | 65.8K | $696.0K |
| 5 | Lpl Financial LLC | 51.3K | $542.7K |
| 6 | North Ground Capital | 49.8K | $526.1K |
| 7 | Confluence Wealth Services, Inc. | 48.4K | $511.5K |
| 8 | Pnc Financial Services Group, Inc. | 48.1K | $508.2K |
| 9 | Baird Financial Group, Inc. | 48.0K | $507.2K |
| 10 | Cetera Investment Advisers | 47.6K | $502.6K |