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Invesco Value Municipal Income Trust

94 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

8% more funds holding

Funds holding: 8794 (+7)

0.07% more ownership

Funds ownership: 18.56%18.63% (+0.07%)

0% less capital invested

Capital invested by funds: $108M → $108M (-$39.2K)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
28
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$634K -$84K -6,726 -12%
Lido Advisors
27
Lido Advisors
California
$621K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$541K +$21.4K +1,713 +4%
P
29
&Partners
Tennessee
$534K +$541K +43,356 New
DIP
30
Davis Investment Partners
North Carolina
$521K +$9.7K +777 +2%
TWP
31
Tyche Wealth Partners
Texas
$429K -$6.18K -495 -1%
Jane Street
32
Jane Street
New York
$371K +$376K +30,125 New
GP
33
Gridiron Partners
Pennsylvania
$354K -$1.52M -121,909 -81%
PAG
34
Private Advisor Group
New Jersey
$329K -$272K -21,772 -45%
FAG
35
Fortitude Advisory Group
Washington
$328K
Goldman Sachs
36
Goldman Sachs
New York
$304K +$13.7K +1,100 +5%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$300K +$220K +17,642 +264%
SC
38
Savant Capital
Illinois
$287K +$148K +11,848 +103%
CCG
39
Catalina Capital Group
California
$279K
CEFA
40
Closed-End Fund Advisors
Virginia
$279K +$283K +22,641 New
ATPW
41
Ashton Thomas Private Wealth
Arizona
$238K
N
42
Nuveen
North Carolina
$237K
Mariner
43
Mariner
Kansas
$237K +$1.35K +108 +0.6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$221K +$224K +17,946 New
CWM
45
Cornerstone Wealth Management
Missouri
$221K +$22.1K +1,769 +11%
FM
46
Family Management
New York
$216K
LW
47
Lauer Wealth
Indiana
$207K
HCM
48
Hollencrest Capital Management
California
$199K +$50.4K +4,037 +33%
IWC
49
Integrated Wealth Concepts
Massachusetts
$187K -$37.5K -3,000 -16%
CIA
50
Concurrent Investment Advisors
Florida
$184K