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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

83 hedge funds and large institutions have $72.1M invested in Invesco Value Municipal Income Trust in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.28M
2
AAM
2
Advisors Asset Management
Colorado
$2.28M
3
Wells Fargo
3
Wells Fargo
California
$4.81M
4
Ameriprise
4
Ameriprise
Minnesota
$1.29M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.57M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$1.42M
2
WWM
2
Western Wealth Management
Colorado
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$16M
4
GC
4
Guggenheim Capital
Illinois
$3.75M
5
LCM
5
Landscape Capital Management
New Jersey
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$638K 41,600 -1,748 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$637K 41,478 -674 -2%
HKAM
28
Horizon Kinetics Asset Management
New York
$559K 36,403 – –
Creative Planning
29
Creative Planning
Kansas
$541K 35,241 +648 +2%
AG
30
Advisor Group
Arizona
$456K 29,649 +5,766 +24%
FFA
31
First Foundation Advisors
California
$455K 29,590 +1,473 +5%
MRCM
32
M&R Capital Management
New Jersey
$423K 27,559 – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$412K 26,842 +500 +2%
Stifel Financial
34
Stifel Financial
Missouri
$410K 26,569 -2,865 -10%
PFS
35
Prospera Financial Services
Texas
$390K 25,422 -500 -2%
PCP
36
Proficio Capital Partners
Massachusetts
$348K 22,673 -21,200 -48%
BS
37
Boenning & Scattergood
Pennsylvania
$290K 18,850 – –
CAN
38
Cetera Advisor Networks
California
$278K 18,100 – –
RJA
39
Raymond James & Associates
Florida
$276K 17,951 -1,116 -6%
BF
40
BOK Financial
Oklahoma
$267K 17,375 +624 +4%
HCM
41
Hollencrest Capital Management
California
$262K 17,055 – –
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$254K 16,546 – –
US Bancorp
43
US Bancorp
Minnesota
$239K 15,597 – –
DAS
44
Dynamic Advisor Solutions
Arizona
$233K 15,177 +600 +4%
AA
45
Ancora Advisors
Ohio
$230K 15,000 – –
NS
46
NewDay Solutions
New Hampshire
$225K 14,509 – –
HighTower Advisors
47
HighTower Advisors
Illinois
$218K 14,218 – –
RCA
48
Ranch Capital Advisors
Florida
$213K 13,836 +13,836 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$202K 13,119 -601 -4%
WMG
50
WESCAP Management Group
California
$190K 12,391 -700 -5%
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