SIT Investment Associates Files SC 13D for VPV

Ticker: VPV · Form: SC 13D · Filed: Mar 28, 2024 · CIK: 895528

Invesco Pennsylvania Value Municipal Income Trust SC 13D Filing Summary
FieldDetail
CompanyInvesco Pennsylvania Value Municipal Income Trust (VPV)
Form TypeSC 13D
Filed DateMar 28, 2024
Risk Levelmedium
Sentimentneutral

Sentiment: neutral

Topics: ownership-change, sec-filing, municipal-bond-fund

Related Tickers: VPV

TL;DR

**VPV Alert:** SIT Investment Associates just filed a 13D. Ownership change incoming.

AI Summary

SIT Investment Associates Inc. filed an SC 13D on March 28, 2024, reporting beneficial ownership of Invesco Pennsylvania Value Municipal Income Trust (VPV). The filing indicates a change in ownership or control, but specific details on the percentage owned or dollar amounts are not provided in this excerpt.

Why It Matters

This filing signals a potential shift in the ownership structure of Invesco Pennsylvania Value Municipal Income Trust, which could impact its management or investment strategy.

Risk Assessment

Risk Level: medium — SC 13D filings often indicate significant changes in beneficial ownership, which can lead to increased volatility or strategic shifts for the company.

Key Players & Entities

  • SIT INVESTMENT ASSOCIATES INC (company) — Filing entity
  • Invesco Pennsylvania Value Municipal Income Trust (company) — Subject company
  • VPV (company) — Ticker symbol for subject company

FAQ

What is the primary purpose of this SC 13D filing?

The filing is an SC 13D, which is typically used to report beneficial ownership of more than 5% of a company's voting securities, indicating a change in ownership or control.

Who is the entity filing this SC 13D?

The entity filing is SIT INVESTMENT ASSOCIATES INC.

What company is the subject of this filing?

The subject company is Invesco Pennsylvania Value Municipal Income Trust.

When was this filing made?

This filing was made on March 28, 2024.

Does this filing specify the exact percentage of shares owned by SIT Investment Associates?

This excerpt does not specify the exact percentage of shares owned by SIT Investment Associates, but an SC 13D filing is required when beneficial ownership exceeds 5%.

Filing Details

This Form SC 13D (Form SC 13D) was filed with the SEC on March 28, 2024 regarding Invesco Pennsylvania Value Municipal Income Trust (VPV).

View full filing on EDGAR

View Full Filing

View this SC 13D filing on SEC EDGAR

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