IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

75 hedge funds and large institutions have $65.5M invested in Invesco Value Municipal Income Trust in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
25
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.11M
2
Wells Fargo
2
Wells Fargo
California
$3.8M
3
GC
3
Guggenheim Capital
Illinois
$3.26M
4
AIA
4
Avalon Investment & Advisory
Texas
$552K
5
GWM
5
Geneos Wealth Management
Colorado
$305K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.62M
2
CRC
2
Curi RMB Capital
Illinois
$2.03M
3
LPL Financial
3
LPL Financial
California
$985K
4
ACS
4
Archford Capital Strategies
Illinois
$0
5
LCM
5
Landscape Capital Management
New Jersey
$942K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$669K -$35.7K -2,363 -5%
DA
27
Doliver Advisors
Texas
$634K +$33.4K +2,200 +6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$619K +$115K +7,602 +23%
RJA
29
Raymond James & Associates
Florida
$619K +$191K +12,572 +45%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$592K – – –
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$579K -$59.3K -3,910 -9%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$563K +$546 +36 +0.1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$552K +$75.8K +4,996 +16%
AIA
34
Avalon Investment & Advisory
Texas
$552K +$552K +36,371 New
MRCM
35
M&R Capital Management
New Jersey
$530K – – –
CA
36
Cetera Advisors
Colorado
$497K -$22.1K -1,457 -4%
FFA
37
First Foundation Advisors
California
$480K – – –
SPC
38
Sigma Planning Corp
Michigan
$474K +$44.4K +2,925 +10%
AA
39
AQR Arbitrage
Connecticut
$460K – – –
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$455K – – –
CAN
41
Cetera Advisor Networks
California
$346K +$15.6K +1,027 +5%
FHA
42
Flagship Harbor Advisors
Massachusetts
$320K +$51.1K +3,385 +19%
Ameriprise
43
Ameriprise
Minnesota
$311K +$18.6K +1,224 +6%
GWM
44
Geneos Wealth Management
Colorado
$305K +$261K +17,200 +587%
WMG
45
WESCAP Management Group
California
$282K – – –
SWA
46
SFMG Wealth Advisors
Texas
$257K – – –
Stifel Financial
47
Stifel Financial
Missouri
$256K – – –
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$256K +$530 +35 +0.2%
US Bancorp
49
US Bancorp
Minnesota
$239K – – –
IA
50
IFP Advisors
Florida
$227K – – –
1
2
3 4