IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

99 hedge funds and large institutions have $120M invested in Invesco Value Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.94M
2
RCM
2
Robinson Capital Management
Michigan
$7.64M
3
Bank of America
3
Bank of America
North Carolina
$19.9M
4
VanEck Associates
4
VanEck Associates
New York
$4.18M
5
Lido Advisors
5
Lido Advisors
California
$589K

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$180K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$11.5M
3
AIA
3
Absolute Investment Advisers
Florida
$0
4
WANY
4
Wealthspire Advisors (New York)
New York
$511K
5
AAM
5
Advisors Asset Management
Colorado
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$749K -$2.59K -218 -0.3%
NA
27
NewEdge Advisors
Louisiana
$741K +$2.47K +208 +0.3%
WQ
28
Wealth Quarterback
New Jersey
$646K +$3.46K +291 +0.5%
Cohen & Steers
29
Cohen & Steers
New York
$595K -$179K -15,000 -23%
PAG
30
Private Advisor Group
New Jersey
$594K -$66.1K -5,563 -10%
Lido Advisors
31
Lido Advisors
California
$589K +$589K +49,522 New
Ameriprise
32
Ameriprise
Minnesota
$586K +$241K +20,714 +70%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$560K -$35.2K -2,966 -6%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$524K +$23.8K +2,000 +5%
GVAG
35
Great Valley Advisor Group
Delaware
$518K – – –
WANY
36
Wealthspire Advisors (New York)
New York
$511K -$626K -52,653 -55%
KAS
37
Kestra Advisory Services
Texas
$480K -$160K -13,461 -25%
DIP
38
Davis Investment Partners
North Carolina
$466K +$8.73K +732 +2%
WWM
39
Wagner Wealth Management
South Carolina
$465K -$114K -9,581 -20%
NFG
40
Nations Financial Group
Iowa
$395K -$6.35K -534 -2%
TWP
41
Tyche Wealth Partners
Texas
$388K -$52.4K -4,405 -12%
GP
42
Gridiron Partners
Pennsylvania
$342K – – –
BPA
43
Beacon Pointe Advisors
California
$305K -$32.8K -2,758 -10%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$290K -$39.9K -3,356 -12%
Goldman Sachs
45
Goldman Sachs
New York
$281K -$11.9K -1,000 -4%
Nomura Holdings
46
Nomura Holdings
Japan
$277K +$148K +12,433 +115%
CCG
47
Catalina Capital Group
California
$269K +$22.1K +1,857 +9%
FAG
48
Fortitude Advisory Group
Washington
$266K – – –
FM
49
Family Management
New York
$250K – – –
RAM
50
Readystate Asset Management
Illinois
$230K +$230K +19,345 New
1
2
3 4 5