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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-11
Holders Change %
-11.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
26
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
LA
2
LexAurum Advisors
Kansas
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.69M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$1.97M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$915K
2
CW
2
Curio Wealth
Maryland
$32.3K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$9.28M
5
VanEck Associates
5
VanEck Associates
New York
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$694K -$61K -5,091 -8%
NA
27
NewEdge Advisors
Louisiana
$691K -$54.6K -4,558 -7%
WQ
28
Wealth Quarterback
New Jersey
$660K +$10.1K +847 +2%
WWM
29
Wagner Wealth Management
South Carolina
$599K +$131K +10,985 +28%
Cohen & Steers
30
Cohen & Steers
New York
$599K – – –
Lido Advisors
31
Lido Advisors
California
$593K -$12 -1 -0%
PAG
32
Private Advisor Group
New Jersey
$571K -$27.3K -2,278 -5%
GVAG
33
Great Valley Advisor Group
Delaware
$522K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$517K -$47.6K -3,972 -8%
WANY
35
Wealthspire Advisors (New York)
New York
$515K – – –
Ameriprise
36
Ameriprise
Minnesota
$476K -$126K -10,509 -21%
DIP
37
Davis Investment Partners
North Carolina
$459K +$8.64K +750 +2%
TWP
38
Tyche Wealth Partners
Texas
$423K +$32.7K +2,730 +8%
Invesco
39
Invesco
Georgia
$407K -$389K -32,489 -49%
KAS
40
Kestra Advisory Services
Texas
$379K -$105K -8,750 -22%
Mariner
41
Mariner
Kansas
$370K +$370K +30,944 New
GP
42
Gridiron Partners
Pennsylvania
$344K – – –
BPA
43
Beacon Pointe Advisors
California
$313K +$5.88K +491 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$292K – – –
FAG
45
Fortitude Advisory Group
Washington
$282K +$23.7K +2,054 +9%
CCG
46
Catalina Capital Group
California
$271K – – –
FM
47
Family Management
New York
$252K – – –
VF
48
Virtu Financial
New York
$235K +$40K +3,346 +21%
NL
49
Nuveen LLC
North Carolina
$230K +$230K +19,251 New
LW
50
Lauer Wealth
Indiana
$197K +$9.56K +814 +5%
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