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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $102M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$5.7M
2
RC
2
Rareview Capital
Nevada
$0
3
LPL Financial
3
LPL Financial
California
$2.01M
4
RIL
4
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
5
Advisors Asset Management
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$168K 14,454 +14,454 New
BPA
52
Beacon Pointe Advisors
California
$164K 14,101 -12,007 -46%
CWM
53
Cornerstone Wealth Management
Missouri
$162K 13,893 +13,893 New
CA
54
Callahan Advisors
Texas
$158K 13,539 -290 -2%
CNBTD
55
Citizens National Bank Trust Department
Mississippi
$155K 13,300 -2,000 -13%
US Bancorp
56
US Bancorp
Minnesota
$152K 13,097 – –
OC
57
Oppenheimer & Co
New York
$148K 12,727 -1,107 -8%
RSA
58
River Street Advisors
Illinois
$146K 12,514 +12,514 New
XT
59
XTX Topco
Cayman Islands
$134K 11,536 +11,536 New
UWP
60
Uniting Wealth Partners
Kansas
$132K 11,353 +681 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$127K 10,888 -3,678 -25%
DADC
62
D.A. Davidson & Co
Montana
$119K 10,258 – –
SPIA
63
Steward Partners Investment Advisory
New York
$97.7K 8,391 -216 -3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$81.4K 6,995 -8,889 -56%
AF
65
Allworth Financial
California
$62K 5,323 +3,035 +133%
AUB
66
Atlantic Union Bankshares
Virginia
$50.4K 4,332 +4,332 New
HI
67
Harbour Investments
Wisconsin
$49K 4,210 +82 +2%
HNB
68
Hilltop National Bank
Wyoming
$49K 4,208 +4,208 New
CW
69
Curio Wealth
Maryland
$26.8K 2,302 +2,300 +115,000%
AF
70
Advisornet Financial
Minnesota
$21.9K 1,885 – –
DWM
71
Darwin Wealth Management
Florida
$17.1K 1,473 – –
AG
72
AmeriFlex Group
Nevada
$12.6K 1,088 +14 +1%
CA
73
CoreCap Advisors
Michigan
$12.3K 1,058 – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$12K 1,014 +654 +182%
GRP
75
Global Retirement Partners
California
$11.6K 1,000 +1,000 New
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