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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

90 hedge funds and large institutions have $73.1M invested in Invesco Value Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$1.41M
2
Truist Financial
2
Truist Financial
North Carolina
$687K
3
UBS Group
3
UBS Group
Switzerland
$2.95M
4
PFO
4
Pathstone Family Office
New Jersey
$661K
5
ACA
5
Ackerman Capital Advisors
Texas
$450K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$14.3M
2
LCM
2
Landscape Capital Management
New Jersey
$275K
3
GC
3
Guggenheim Capital
Illinois
$2.85M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$668K – – –
PFO
27
Pathstone Family Office
New Jersey
$661K +$661K +4,315 New
SPIA
28
Steward Partners Investment Advisory
New York
$640K +$4.6K +300 +0.7%
Creative Planning
29
Creative Planning
Kansas
$580K +$40.5K +2,646 +8%
HKAM
30
Horizon Kinetics Asset Management
New York
$558K – – –
AG
31
Advisor Group
Arizona
$538K +$83.1K +5,414 +18%
FFA
32
First Foundation Advisors
California
$534K +$80.9K +5,287 +18%
Stifel Financial
33
Stifel Financial
Missouri
$517K +$109K +7,099 +27%
WQ
34
Wealth Quarterback
New Jersey
$455K +$455K +263,869 New
ACA
35
Ackerman Capital Advisors
Texas
$450K +$450K +29,364 New
MRCM
36
M&R Capital Management
New Jersey
$422K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$404K -$7.67K -500 -2%
AAS
38
Avantax Advisory Services
Texas
$341K +$341K +22,300 New
LWP
39
Legacy Wealth Planning
Nevada
$316K +$316K +20,647 New
WS
40
Wedbush Securities
California
$305K +$305K +19,926 New
BS
41
Boenning & Scattergood
Pennsylvania
$289K – – –
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$284K +$284K +18,562 New
CAN
43
Cetera Advisor Networks
California
$277K – – –
LCM
44
Landscape Capital Management
New Jersey
$275K -$1.59M -103,998 -85%
HCM
45
Hollencrest Capital Management
California
$261K – – –
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$253K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$253K +$253K +16,511 New
RJA
48
Raymond James & Associates
Florida
$245K -$29.6K -1,935 -11%
US Bancorp
49
US Bancorp
Minnesota
$239K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$238K +$238K +15,553 New
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2
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