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Invesco Value Municipal Income Trust

95 hedge funds and large institutions have $100M invested in Invesco Value Municipal Income Trust in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 9495 (+1)

1.16% less ownership

Funds ownership: 18.63%17.47% (-1.2%)

7% less capital invested

Capital invested by funds: $108M → $100M (-$8.03M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
28
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
51
Plan Group Financial
Oklahoma
$156K
AWM
52
Avior Wealth Management
Nebraska
$153K
RSA
53
River Street Advisors
Illinois
$152K
BPA
54
Beacon Pointe Advisors
California
$151K -$27.7K -2,197 -15%
QCM
55
Quantinno Capital Management
New York
$150K +$156K +12,359 New
MWM
56
Maridea Wealth Management
New York
$148K
CNBTD
57
Citizens National Bank Trust Department
Mississippi
$147K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$143K +$12.2K +973 +9%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$140K +$144K +11,477 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$138K +$143K +11,360 New
MG
61
Marex Group
$124K +$128K +10,200 New
WS
62
Wedbush Securities
California
$122K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$92.8K
HNB
64
Hilltop National Bank
Wyoming
$51.2K
AUB
65
Atlantic Union Bankshares
Virginia
$48.6K
SPIA
66
Steward Partners Investment Advisory
New York
$48.6K
APW
67
Aventura Private Wealth
Florida
$42.6K
AF
68
Allworth Financial
California
$35.6K +$428 +34 +1%
HI
69
Harbour Investments
Wisconsin
$33.9K +$35.1K +2,785 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$23K -$28.9K -2,294 -55%
AF
71
Advisornet Financial
Minnesota
$22.9K
DWM
72
Darwin Wealth Management
Florida
$17.9K
CA
73
CoreCap Advisors
Michigan
$16.5K
MWPCG
74
Measured Wealth Private Client Group
New Hampshire
$16.2K
HDIM
75
Hanson & Doremus Investment Management
Vermont
$14K +$14.3K +1,138 New

IIM Hedge Fund Activity: Q1 2026 in Review

95 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q1 2026, worth a combined $100M — down 7.4% from $108M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IIM positions and 14 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $2.95M. The largest seller was Bank of America, cutting an estimated $5.96M.

  • 95 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $100M of Invesco Value Municipal Income Trust stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 17 funds opened new Invesco Value Municipal Income Trust positions in Q1 2026 and 14 closed out, a net change of +3 holders.
  • The largest Invesco Value Municipal Income Trust buyer in Q1 2026 was Arkadios Wealth Advisors, an estimated $2.95M added.
  • The largest Invesco Value Municipal Income Trust seller in Q1 2026 was Bank of America, an estimated $5.96M sold.

Based on aggregated 13F filings for Q1 2026.