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Invesco Value Municipal Income Trust
IIM

89 hedge funds and large institutions have $103M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 88 → 89 (+1)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0.94% less ownership

Funds ownership: 19.7% → 18.76% (-0.94%)

8% less capital invested

Capital invested by funds: $112M → $103M (-$9.11M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Whipplewood Advisors
Colorado
+$892K
2
Wells Fargo
Wells Fargo
California
+$756K
3
Morgan Stanley
Morgan Stanley
New York
+$283K
4
Jane Street
Jane Street
New York
+$271K
5
UBS Group
UBS Group
Switzerland
+$267K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.27M
2
RC
Rareview Capital
Nevada
-$1.75M
3
LPL Financial
LPL Financial
California
-$1.08M
4
RIL
Rothschild Investment LLC
Illinois
-$720K
5
AAM
Advisors Asset Management
Colorado
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$675K -$88.8K -7,587 -12%
WQ
27
Wealth Quarterback
New Jersey
$642K -$47 -4 -0%
Ameriprise
28
Ameriprise
Minnesota
$597K +$135K +11,522 +29%
PAG
29
Private Advisor Group
New Jersey
$579K +$24.1K +2,064 +4%
Lido Advisors
30
Lido Advisors
California
$576K – – –
GVAG
31
Great Valley Advisor Group
Delaware
$507K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$481K -$21.1K -1,806 -4%
DIP
33
Davis Investment Partners
North Carolina
$475K +$9.29K +794 +2%
TWP
34
Tyche Wealth Partners
Texas
$411K – – –
KAS
35
Kestra Advisory Services
Texas
$402K +$33.6K +2,868 +9%
GP
36
Gridiron Partners
Pennsylvania
$335K – – –
Cohen & Steers
37
Cohen & Steers
New York
$291K -$293K -25,000 -50%
FAG
38
Fortitude Advisory Group
Washington
$285K – – –
Jane Street
39
Jane Street
New York
$270K +$271K +23,153 New
CCG
40
Catalina Capital Group
California
$264K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$257K -$26.3K -2,248 -9%
FM
42
Family Management
New York
$245K – – –
ATPW
43
Ashton Thomas Private Wealth
Arizona
$225K +$226K +19,321 New
N
44
Nuveen
North Carolina
$224K – – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$212K +$35.1K +3,000 +20%
Mariner
46
Mariner
Kansas
$201K -$160K -13,675 -44%
CIA
47
Concurrent Investment Advisors
Florida
$197K +$51.9K +4,437 +35%
EC
48
Elequin Capital
New York
$194K +$152K +13,020 +354%
LW
49
Lauer Wealth
Indiana
$194K – – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$192K +$193K +16,508 New
1
2
3 4

IIM Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q2 2025, worth a combined $103M — down 8.1% from $112M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IIM positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Whipplewood Advisors, adding an estimated $892K. The largest seller was Robinson Capital Management, cutting an estimated $2.27M.

  • 89 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $103M of Invesco Value Municipal Income Trust stock for Q2 2025, down 8.1% quarter-over-quarter.
  • 11 funds opened new Invesco Value Municipal Income Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Value Municipal Income Trust buyer in Q2 2025 was Whipplewood Advisors, an estimated $892K added.
  • The largest Invesco Value Municipal Income Trust seller in Q2 2025 was Robinson Capital Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2025.