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Invesco Value Municipal Income Trust

83 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$543K
HK
27
Horizon Kinetics
New York
$527K +$527K +36,315 New
MRCM
28
M&R Capital Management
New Jersey
$494K -$11.6K -800 -2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$455K +$91.5K +6,306 +25%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$446K -$121K -8,373 -21%
AA
31
AQR Arbitrage
Connecticut
$441K
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$436K
Stifel Financial
33
Stifel Financial
Missouri
$336K +$114K +7,810 +51%
FHA
34
Flagship Harbor Advisors
Massachusetts
$317K +$22.4K +1,544 +8%
SPC
35
Sigma Planning Corp
Michigan
$316K +$2.92K +201 +0.9%
RJA
36
Raymond James & Associates
Florida
$308K -$111K -7,650 -27%
WMG
37
WESCAP Management Group
California
$300K
BF
38
BOK Financial
Oklahoma
$294K +$54.2K +3,733 +23%
GWM
39
Geneos Wealth Management
Colorado
$270K -$94.2K -6,500 -26%
US Bancorp
40
US Bancorp
Minnesota
$268K
SWA
41
SFMG Wealth Advisors
Texas
$246K
Creative Planning
42
Creative Planning
Kansas
$219K +$36.4K +2,515 +20%
AA
43
Ancora Advisors
Ohio
$218K +$218K +15,000 New
ACA
44
Ackerman Capital Advisors
Texas
$211K
DAS
45
Dynamic Advisor Solutions
Arizona
$199K +$199K +13,727 New
Ameriprise
46
Ameriprise
Minnesota
$193K +$43.3K +2,979 +29%
ALIONA
47
Allianz Life Insurance of North America
Minnesota
$176K +$176K +15,405 New
AG
48
Advisor Group
Arizona
$168K -$9.6K -664 -5%
EWM
49
Edge Wealth Management
New York
$168K
HCM
50
Hollencrest Capital Management
California
$167K