Who Owns Invesco Pennsylvania Value Municipal Income Stock?
NYSE: VPVFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 6.75%
- Held by insiders
- 0.00%
- Institutional holders
- 42
- Institutions 6.8%
- Insiders 0.0%
- Public and other 93.2%
Who owns Invesco Pennsylvania Value Municipal Income stock?
Institutional investors own about 6.8% of Invesco Pennsylvania Value Municipal Income's shares, spread across 42 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of VPV.
The largest institutional holders are Morgan Stanley (1.31%), Bank of America Corporation (0.47%) and Raymond James Financial, Inc. (0.42%). Together, the top 10 institutions control 4.4% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their VPV positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of VPV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 234.99K | 1.31% | +6.0% |
| Bank of America Corporation | 83.81K | 0.47% | +2.2% |
| Raymond James Financial, Inc. | 75.85K | 0.42% | +15.2% |
| LPL Financial LLC | 74.15K | 0.41% | +44.4% |
| NewEdge Advisors, LLC | 62.55K | 0.35% | +180.3% |
| Confluence Wealth Services, Inc. | 61.44K | 0.34% | +27.0% |
| Wells Fargo & Company | 58.43K | 0.33% | +78.0% |
| PNC Financial Services Group, Inc. | 48.08K | 0.27% | 0.0% |
| Cetera Investment Advisers | 47.55K | 0.27% | 0.0% |
| Curi Capital LLC | 41.64K | 0.23% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of VPV
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify Municipal CEF High Income ETF | 4.06K | 0.02% |
Frequently asked questions
Who is the largest shareholder of Invesco Pennsylvania Value Municipal Income?
Morgan Stanley is the largest institutional shareholder of VPV, owning 1.31% of shares outstanding (234.99K shares) as of its latest 13F filing.
What percentage of Invesco Pennsylvania Value Municipal Income is owned by institutions?
Institutions own about 6.8% of VPV shares and 6.8% of the public float.
How much of Invesco Pennsylvania Value Municipal Income do insiders own?
Insiders, such as officers and directors, own about 0.00% of VPV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.