Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Pa Value Mun Inc Tr (VPV)

40 + Investors. Track Smart Money conviction in VPV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — VPV

Based on 40 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VPV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
40 funds currently hold this stock — 85% of the 3.0-year high of 47 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

21 buying12 selling
Last quarter: 21 funds were net buyers (5 opened a brand new position + 16 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
23 out of 40 hedge funds have held VPV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+14% value, -4% shares)

Value
+13%
Shares
-3%
Last quarter: total value of institutional VPV holdings rose +14% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~5 new funds/quarter

3 → 5 → 3 → 4 → 5 new funds/Q
New funds entering each quarter: 5 → 3 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 40 holders: 26 (65%) are 2+ year veterans, 6 entered 1–2 years ago, and 8 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
10 of 40 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VPV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VPV

In 2026 Q2, 21 hedge funds were net buyers of VPV (5 opened a new position, 16 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 46% of total institutional value in VPV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: VPV

How many hedge funds hold VPV — quarterly history vs. share price
Quarterly hedge fund ownership of VPV vs. share price

Market Analysis: VPV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VPV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: VPV
40 + Investors

Track Smart Money conviction in VPV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 39 2.56%
13F Shares 1M 1M -3.81%
Total Value $14M $12M 13.66%
New Positions 5 4 +1
Increased Positions 16 16 -
Closed Positions 4 4 -
Reduced Positions 8 11 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VPV

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q2)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VPV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VPV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthTrust Axiom LLC 0.09% 34,989 $396K
2 Kennedy Investment Group, INC. 0.04% 10,920 $124K
3 River Street Advisors LLC 0.04% 11,571 $131K
4 Kercheville Advisors, LLC 0.03% 10,000 $113K
5 Alpine Global Management, LLC 0.03% 16,422 $186K
6 Mcguire Capital Advisors Inc 0.02% 3,973 $45K
7 Founders Capital Management 0.02% 5,000 $57K
8 Confluence Wealth Services, Inc. 0.02% 61,438 $695K
9 Rodgers Brothers Inc. 0.01% 13,388 $152K
10 Brandywine Oak Private Wealth LLC 0.01% 15,768 $178K
11 Ethos Financial Group, LLC 0.01% 12,900 $141K
12 BLB&B Advisors, LLC 0.01% 20,086 $227K
13 Curi Capital, LLC 0.01% 41,638 $471K
14 NewEdge Advisors, LLC 0.00% 62,553 $708K
15 Highline Wealth Partners LLC 0.00% 600 $7K
16 Farther Finance Advisors, LLC 0.00% 11,150 $126K
17 Equitable Holdings, Inc. 0.00% 13,128 $149K
18 Cetera Investment Advisers 0.00% 47,552 $538K
19 EverSource Wealth Advisors, LLC 0.00% 1,000 $11K
20 PNC Financial Services Group, INC. 0.00% 48,083 $544K
21 HighTower Advisors, LLC 0.00% 23,204 $263K
22 Raymond James Financial Inc 0.00% 75,849 $859K
23 Baird Financial Group, Inc. 0.00% 14,775 $167K
24 Commonwealth Equity Services, LLC 0.00% 15,032 $170K
25 Mariner, LLC 0.00% 17,633 $200K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Pa Value Mun Inc Tr (VPV)

What does the Smart Money Trend signal show for VPV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VPV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VPV?

More buyers than sellers — 64% buying: Last quarter: 21 funds were net buyers (5 opened a brand new position + 16 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VPV holders?

Elite ownership — 46% AUM from top-100 funds: 10 of 40 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in VPV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VPV?

57% of holders stayed for 2+ years: 23 out of 40 hedge funds have held VPV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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