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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

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, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Whipplewood Advisors
Colorado
$890K
2
Wells Fargo
Wells Fargo
California
$5.46M
3
Morgan Stanley
Morgan Stanley
New York
$7.76M
4
Jane Street
Jane Street
New York
$270K
5
UBS Group
UBS Group
Switzerland
$7.04M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$5.7M
2
RC
Rareview Capital
Nevada
$0
3
LPL Financial
LPL Financial
California
$2.01M
4
RIL
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
Advisors Asset Management
Colorado
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$675K -$88.3K -7,587 -12%
WQ
27
Wealth Quarterback
New Jersey
$642K -$47 -4 -0%
Ameriprise
28
Ameriprise
Minnesota
$597K +$134K +11,522 +29%
PAG
29
Private Advisor Group
New Jersey
$579K +$24K +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 -$21K -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 +$33.4K +2,868 +9%
GP
36
Gridiron Partners
Pennsylvania
$335K – – –
Cohen & Steers
37
Cohen & Steers
New York
$291K -$291K -25,000 -50%
FAG
38
Fortitude Advisory Group
Washington
$285K – – –
Jane Street
39
Jane Street
New York
$270K +$270K +23,153 New
CCG
40
Catalina Capital Group
California
$264K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$257K -$26.2K -2,248 -9%
FM
42
Family Management
New York
$245K – – –
ATPW
43
Ashton Thomas Private Wealth
Arizona
$225K +$225K +19,321 New
NL
44
Nuveen LLC
North Carolina
$224K – – –
IWC
45
Integrated Wealth Concepts
Massachusetts
$212K +$34.9K +3,000 +20%
Mariner
46
Mariner
Kansas
$201K -$159K -13,675 -44%
CIA
47
Concurrent Investment Advisors
Florida
$197K +$51.6K +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 +$192K +16,508 New
1
2
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