Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Pa Value Mun Inc Tr (VPV)

39 + 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
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — VPV

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
39 funds currently hold this stock — 83% 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.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold VPV compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

20 buying15 selling
Last quarter: 20 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

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

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 23% medium ■ 13% new
25 out of 39 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.
➡️

Steady discovery — ~4 new funds/quarter

6 → 3 → 5 → 3 → 4 new funds/Q
New funds entering each quarter: 3 → 5 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 39 holders: 26 (67%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
9 of 39 holders are among the 100 largest funds by AUM, controlling 42% 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 Q1, 20 hedge funds were net buyers of VPV (4 opened a new position, 16 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 42% of total institutional value in VPV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 39.

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

-- --

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

Is It Too Late to Buy Invesco Pa Value Mun Inc Tr (VPV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VPV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
VPV
nan%
XLF
+8.5%

VPV outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VPV
nan%
XLF
+4.8%

Since the filing became public, VPV outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VPV
39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 39 -
13F Shares 1M 1M -18.3%
Total Value $12M $16M -21.36%
New Positions 4 3 +1
Increased Positions 16 15 +1
Closed Positions 4 3 +1
Reduced Positions 11 9 +2
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

39 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 0.63% 49,775 $526K
2 Robinson Capital Management, LLC 0.62% 133,176 $1.5M
3 WealthTrust Axiom LLC 0.09% 34,980 $370K
4 Kennedy Investment Group, INC. 0.04% 10,724 $113K
5 River Street Advisors LLC 0.04% 11,571 $122K
6 Alpine Global Management, LLC 0.04% 23,480 $248K
7 Kercheville Advisors, LLC 0.03% 10,000 $106K
8 Mcguire Capital Advisors Inc 0.03% 3,973 $42K
9 Confluence Wealth Services, Inc. 0.02% 48,388 $511K
10 Rodgers Brothers Inc. 0.02% 13,314 $141K
11 Founders Capital Management 0.02% 3,000 $32K
12 Brandywine Oak Private Wealth LLC 0.01% 16,243 $172K
13 Ethos Financial Group, LLC 0.01% 12,900 $136K
14 BLB&B Advisors, LLC 0.01% 21,755 $230K
15 Curi Capital, LLC 0.01% 41,638 $440K
16 Journey Strategic Wealth LLC 0.01% 20,004 $211K
17 Highline Wealth Partners LLC 0.00% 600 $6K
18 Farther Finance Advisors, LLC 0.00% 11,150 $118K
19 EverSource Wealth Advisors, LLC 0.00% 2,552 $31K
20 Equitable Holdings, Inc. 0.00% 12,894 $135K
21 Baird Financial Group, Inc. 0.00% 47,986 $507K
22 Cetera Investment Advisers 0.00% 47,552 $503K
23 PNC Financial Services Group, INC. 0.00% 48,083 $508K
24 Commonwealth Equity Services, LLC 0.00% 15,126 $160K
25 Raymond James Financial Inc 0.00% 65,849 $696K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for VPV?

Slight buying edge — 57% buying: Last quarter: 20 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VPV holders?

Elite ownership — 42% AUM from top-100 funds: 9 of 39 holders are among the 100 largest funds by AUM, controlling 42% 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?

64% of holders stayed for 2+ years: 25 out of 39 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.

Is it too late to buy Invesco Pa Value Mun Inc Tr (VPV) following the 2026 Q1 hedge fund 13F filings?

As of today, VPV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VPV has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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