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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 %
CIA
26
Capital Investment Advisors
Georgia
$675K 58,001 -7,587 -12%
WQ
27
Wealth Quarterback
New Jersey
$642K 55,164 -4 -0%
Ameriprise
28
Ameriprise
Minnesota
$597K 51,266 +11,522 +29%
PAG
29
Private Advisor Group
New Jersey
$579K 49,731 +2,064 +4%
Lido Advisors
30
Lido Advisors
California
$576K 49,521 – –
GVAG
31
Great Valley Advisor Group
Delaware
$507K 43,592 – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$481K 41,356 -1,806 -4%
DIP
33
Davis Investment Partners
North Carolina
$475K 40,634 +794 +2%
TWP
34
Tyche Wealth Partners
Texas
$411K 35,335 – –
KAS
35
Kestra Advisory Services
Texas
$402K 34,524 +2,868 +9%
GP
36
Gridiron Partners
Pennsylvania
$335K 28,741 – –
Cohen & Steers
37
Cohen & Steers
New York
$291K 25,000 -25,000 -50%
FAG
38
Fortitude Advisory Group
Washington
$285K 24,456 – –
Jane Street
39
Jane Street
New York
$270K 23,153 +23,153 New
CCG
40
Catalina Capital Group
California
$264K 22,641 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$257K 22,105 -2,248 -9%
FM
42
Family Management
New York
$245K 21,047 – –
ATPW
43
Ashton Thomas Private Wealth
Arizona
$225K 19,321 +19,321 New
NL
44
Nuveen LLC
North Carolina
$224K 19,251 – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$212K 18,200 +3,000 +20%
Mariner
46
Mariner
Kansas
$201K 17,269 -13,675 -44%
CIA
47
Concurrent Investment Advisors
Florida
$197K 16,945 +4,437 +35%
EC
48
Elequin Capital
New York
$194K 16,693 +13,020 +354%
LW
49
Lauer Wealth
Indiana
$194K 16,800 – –
HCM
50
Hollencrest Capital Management
California
$184K 15,839 – –
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