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Invesco Value Municipal Income Trust

86 hedge funds and large institutions have $71.7M invested in Invesco Value Municipal Income Trust in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
26
Proficio Capital Partners
Massachusetts
$665K +$665K +46,107 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$656K -$7.99K -554 -1%
GVAG
28
Great Valley Advisor Group
Delaware
$629K
SPIA
29
Steward Partners Investment Advisory
New York
$606K -$6.14K -426 -1%
HKAM
30
Horizon Kinetics Asset Management
New York
$525K +$525K +36,403 New
Creative Planning
31
Creative Planning
Kansas
$448K +$58.4K +4,054 +15%
Stifel Financial
32
Stifel Financial
Missouri
$440K +$28K +1,955 +7%
FFA
33
First Foundation Advisors
California
$428K -$99.9K -6,925 -19%
FM
34
Family Management
New York
$410K +$12K +832 +3%
MRCM
35
M&R Capital Management
New Jersey
$394K -$92.9K -6,500 -19%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$378K -$65.2K -4,520 -15%
PFS
37
Prospera Financial Services
Texas
$376K +$376K +25,922 New
RJA
38
Raymond James & Associates
Florida
$349K -$9.77K -678 -3%
AG
39
Advisor Group
Arizona
$318K +$144K +9,997 +83%
CAN
40
Cetera Advisor Networks
California
$260K -$7.31K -509 -3%
BS
41
Boenning & Scattergood
Pennsylvania
$248K +$84.1K +5,850 +51%
HCM
42
Hollencrest Capital Management
California
$246K
BF
43
BOK Financial
Oklahoma
$242K
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$230K
US Bancorp
45
US Bancorp
Minnesota
$225K
DAS
46
Dynamic Advisor Solutions
Arizona
$223K +$10.1K +700 +5%
AA
47
Ancora Advisors
Ohio
$216K
HighTower Advisors
48
HighTower Advisors
Illinois
$215K
OFG
49
OTA Financial Group
New York
$211K +$211K +14,684 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$198K