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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $102M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Whipplewood Advisors
Colorado
$890K
2
Wells Fargo
2
Wells Fargo
California
$5.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.76M
4
Jane Street
4
Jane Street
New York
$270K
5
UBS Group
5
UBS Group
Switzerland
$7.04M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$5.7M
2
RC
2
Rareview Capital
Nevada
$0
3
LPL Financial
3
LPL Financial
California
$2.01M
4
RIL
4
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
5
Advisors Asset Management
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.4M 1,754,424 -15,257 -0.9%
GC
2
Guggenheim Capital
Illinois
$9.17M 787,652 +1,001 +0.1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.48M 728,916 -46,474 -6%
Morgan Stanley
4
Morgan Stanley
New York
$7.76M 666,905 +24,196 +4%
UBS Group
5
UBS Group
Switzerland
$7.04M 605,188 +22,785 +4%
RCM
6
Robinson Capital Management
Michigan
$5.7M 490,018 -194,418 -28%
Wells Fargo
7
Wells Fargo
California
$5.46M 468,692 +64,573 +16%
AAM
8
Advisors Asset Management
Colorado
$3.15M 270,722 -46,536 -15%
VanEck Associates
9
VanEck Associates
New York
$2.68M 230,451 -823 -0.4%
Raymond James Financial
10
Raymond James Financial
Florida
$2.29M 196,548 -7,801 -4%
LPL Financial
11
LPL Financial
California
$2.01M 172,483 -92,606 -35%
WCMNY
12
Westchester Capital Management (New York)
New York
$1.92M 164,527 – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.84M 158,360 +12,147 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.67M 143,575 +1,972 +1%
SIA
15
Sit Investment Associates
Minnesota
$1.66M 142,279 – –
KIG
16
Kennedy Investment Group
New Jersey
$1.57M 135,072 -13,353 -9%
Stifel Financial
17
Stifel Financial
Missouri
$1.21M 104,204 -4,228 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.11M 95,675 -11,316 -11%
LA
19
LexAurum Advisors
Kansas
$1.09M 93,857 +1,599 +2%
Goldman Sachs
20
Goldman Sachs
New York
$921K 79,147 -2,600 -3%
WA
21
Whipplewood Advisors
Colorado
$890K 76,462 +76,231 +33,000%
Osaic Holdings
22
Osaic Holdings
Arizona
$841K 70,793 -6,844 -9%
WWM
23
Wagner Wealth Management
South Carolina
$831K 71,377 +21,311 +43%
NA
24
NewEdge Advisors
Louisiana
$752K 64,589 +6,866 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$694K 59,680 +1,721 +3%
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