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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

97 hedge funds and large institutions have $137M invested in Invesco Value Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
34
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11M
2
LSC
2
Logan Stone Capital
Illinois
$7.24M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.97M
5
FPCP
5
Fort Point Capital Partners
California
$2.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
LCM
3
Landscape Capital Management
New Jersey
$1.33M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.36M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
Rareview Capital
Nevada
$1.24M +$1.24M +103,279 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.24M +$10.9K +907 +0.9%
WCMNY
28
Westchester Capital Management (New York)
New York
$1.02M +$194K +16,200 +24%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$947K +$274K +22,848 +41%
CIA
30
Capital Investment Advisors
Georgia
$899K -$49.6K -4,130 -5%
NMC
31
Nine Masts Capital
Hong Kong
$884K +$884K +73,630 New
WAM
32
Wolverine Asset Management
Illinois
$811K +$383K +31,936 +90%
RIL
33
Rothschild Investment LLC
Illinois
$791K – – –
Cohen & Steers
34
Cohen & Steers
New York
$780K +$180K +15,000 +30%
PAG
35
Private Advisor Group
New Jersey
$774K -$34.5K -2,874 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$718K +$51.7K +4,308 +8%
KAS
37
Kestra Advisory Services
Texas
$687K +$187K +15,588 +37%
Stifel Financial
38
Stifel Financial
Missouri
$676K +$44.2K +3,682 +7%
WQ
39
Wealth Quarterback
New Jersey
$635K +$5.02K +418 +0.8%
PWS
40
Private Wealth Strategies
Ohio
$594K – – –
Ameriprise
41
Ameriprise
Minnesota
$543K +$13.6K +1,136 +3%
GVAG
42
Great Valley Advisor Group
Delaware
$523K – – –
TWP
43
Tyche Wealth Partners
Texas
$484K – – –
NA
44
NewEdge Advisors
Louisiana
$443K -$147K -12,225 -25%
DIP
45
Davis Investment Partners
North Carolina
$427K +$5.17K +449 +1%
SA
46
SFI Advisors
New Jersey
$415K +$415K +34,615 New
NFG
47
Nations Financial Group
Iowa
$405K – – –
TWM
48
TriaGen Wealth Management
California
$405K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$379K +$12K +1,000 +3%
Mariner
50
Mariner
Kansas
$374K +$133K +11,119 +55%
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