Who Owns INVESCO PA VALUE MUN INC TR (VPV)? -- Institutional Holders (2026-03-31)
43 institutions reported holding $12.7M of INVESCO PA VALUE MUN INC TR (VPV) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($2.3M), ROBINSON CAPITAL MANAGEMENT, LLC ($1.5M), BANK OF AMERICA CORP /DE/ ($867,037), RAYMOND JAMES FINANCIAL INC ($696,022), LPL Financial LLC ($542,692). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $2.3M | 221,721 | Added |
| 2 | ROBINSON CAPITAL MANAGEMENT, LLC | $1.5M | 133,176 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $867,037 | 82,028 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $696,022 | 65,849 | Added |
| 5 | LPL Financial LLC | $542,692 | 51,343 | Trimmed |
| 6 | North Ground Capital | $526,122 | 49,775 | Trimmed |
| 7 | Confluence Wealth Services, Inc. | $511,462 | 48,388 | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $508,237 | 48,083 | Hold |
| 9 | Baird Financial Group, Inc. | $507,212 | 47,986 | Added |
| 10 | Cetera Investment Advisers | $502,625 | 47,552 | Added |
| 11 | Curi Capital, LLC | $440,114 | 41,638 | Hold |
| 12 | WealthTrust Axiom LLC | $369,743 | 34,980 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $347,046 | 32,833 | Added |
| 14 | Janney Montgomery Scott LLC | $309,000 | 29,246 | Trimmed |
| 15 | Alpine Global Management, LLC | $248,184 | 23,480 | New |
| 16 | Royal Bank of Canada | $239,000 | 22,640 | Added |
| 17 | BLB&B Advisors, LLC | $229,951 | 21,755 | Hold |
| 18 | JOURNEY STRATEGIC WEALTH LLC | $211,441 | 20,004 | Hold |
| 19 | BRANDYWINE OAK PRIVATE WEALTH LLC | $171,687 | 16,243 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $159,880 | 15,126 | New |
| 21 | UBS Group AG | $144,778 | 13,697 | Trimmed |
| 22 | SIT INVESTMENT ASSOCIATES INC | $144,000 | 13,620 | Trimmed |
| 23 | Rodgers Brothers Inc. | $140,734 | 13,314 | Added |
| 24 | Ethos Financial Group, LLC | $136,353 | 12,900 | Hold |
| 25 | Equitable Holdings, Inc. | $134,871 | 12,894 | Added |
Source: SEC Form 13F filings · as of 2026-03-31