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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

81 hedge funds and large institutions have $78M invested in Invesco Value Municipal Income Trust in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$2.57M
2
VCM
2
Vivaldi Capital Management
Illinois
$4.37M
3
AAM
3
Advisors Asset Management
Colorado
$1.57M
4
VanEck Associates
4
VanEck Associates
New York
$3.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.33M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22K
2
GC
2
Guggenheim Capital
Illinois
$4.78M
3
6M
3
6 Meridian
Kansas
$0
4
Wells Fargo
4
Wells Fargo
California
$4.45M
5
BTS
5
BB&T Securities
Virginia
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
26
Proficio Capital Partners
Massachusetts
$668K 43,873 -2,234 -5%
GVAG
27
Great Valley Advisor Group
Delaware
$663K 43,592 – –
BTS
28
BB&T Securities
Virginia
$659K 43,348 -16,598 -28%
SPIA
29
Steward Partners Investment Advisory
New York
$641K 42,152 +101 +0.2%
HKAM
30
Horizon Kinetics Asset Management
New York
$554K 36,403 – –
Creative Planning
31
Creative Planning
Kansas
$527K 34,593 +3,503 +11%
Stifel Financial
32
Stifel Financial
Missouri
$449K 29,434 -1,250 -4%
FFA
33
First Foundation Advisors
California
$428K 28,117 -1,550 -5%
MRCM
34
M&R Capital Management
New Jersey
$419K 27,559 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$400K 26,342 +142 +0.5%
PFS
36
Prospera Financial Services
Texas
$393K 25,922 – –
AG
37
Advisor Group
Arizona
$364K 23,883 +1,800 +8%
RJA
38
Raymond James & Associates
Florida
$290K 19,067 -5,164 -21%
BS
39
Boenning & Scattergood
Pennsylvania
$287K 18,850 +1,600 +9%
CAN
40
Cetera Advisor Networks
California
$275K 18,100 – –
HCM
41
Hollencrest Capital Management
California
$260K 17,055 – –
BF
42
BOK Financial
Oklahoma
$255K 16,751 – –
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$252K 16,546 +615 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$247K 16,207 +6,488 +67%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$241K 15,806 +3,836 +32%
US Bancorp
46
US Bancorp
Minnesota
$237K 15,597 – –
AA
47
Ancora Advisors
Ohio
$228K 15,000 – –
DAS
48
Dynamic Advisor Solutions
Arizona
$222K 14,577 -900 -6%
NS
49
NewDay Solutions
New Hampshire
$221K 14,509 +14,509 New
HighTower Advisors
50
HighTower Advisors
Illinois
$216K 14,218 -667 -4%
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