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Invesco Value Municipal Income Trust

85 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
51
Plan Group Financial
Oklahoma
$161K
RSA
52
River Street Advisors
Illinois
$157K
MWM
53
Maridea Wealth Management
New York
$153K
HCM
54
Hollencrest Capital Management
California
$152K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$151K
SC
56
Savant Capital
Illinois
$144K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$136K
OC
58
Oppenheimer & Co
New York
$127K
WS
59
Wedbush Securities
California
$126K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$95.8K
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$83.9K
AUB
62
Atlantic Union Bankshares
Virginia
$54.4K
SAM
63
Smartleaf Asset Management
Massachusetts
$54.2K
HNB
64
Hilltop National Bank
Wyoming
$52.8K
SPIA
65
Steward Partners Investment Advisory
New York
$52.3K
CW
66
Curio Wealth
Maryland
$29.5K
AF
67
Advisornet Financial
Minnesota
$23.7K
DWM
68
Darwin Wealth Management
Florida
$18.5K
CA
69
CoreCap Advisors
Michigan
$17K
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$16.7K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$13K
GRP
72
Global Retirement Partners
California
$12.6K
HWP
73
Highline Wealth Partners
California
$12.6K
AWM
74
Activest Wealth Management
Florida
$10K
NFSG
75
Newbridge Financial Services Group
Florida
$8.52K