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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

80 hedge funds and large institutions have $118M invested in Invesco Value Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
19
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$42.4M
2
Wells Fargo
2
Wells Fargo
California
$9.86M
3
PPA
3
Parametric Portfolio Associates
Washington
$13.1M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.51M
5
GC
5
Guggenheim Capital
Illinois
$4.98M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
RCM
2
Robinson Capital Management
Michigan
$3.16M
3
CRC
3
Curi RMB Capital
Illinois
$424K
4
Millennium Management
4
Millennium Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Ackerman Capital Advisors
Texas
$212K +$212K +14,176 New
Creative Planning
52
Creative Planning
Kansas
$188K -$35K -2,343 -16%
AG
53
Advisor Group
Arizona
$183K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$181K -$710K -47,644 -80%
EWM
55
Edge Wealth Management
New York
$172K -$9.59K -645 -5%
HCM
56
Hollencrest Capital Management
California
$171K – – –
KA
57
Kovack Advisors
Florida
$160K +$160K +10,761 New
IA
58
IFP Advisors
Florida
$156K -$73.1K -4,902 -32%
Ameriprise
59
Ameriprise
Minnesota
$154K -$148K -9,893 -49%
SSB
60
Sandy Spring Bank
Maryland
$150K -$11.2K -750 -7%
LYV
61
Live Your Vision
Pennsylvania
$146K – – –
MIM
62
Macroview Investment Management
Maryland
$124K -$4.48K -300 -3%
EWM
63
Endurance Wealth Management
Rhode Island
$111K – – –
SWM
64
SeaCrest Wealth Management
New York
$87K +$87K +5,859 New
ASN
65
Advisory Services Network
Georgia
$55K -$5.88K -395 -10%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$54K – – –
HCM
67
Highlander Capital Management
New Jersey
$42K – – –
WT
68
Whittier Trust
California
$40K +$328 +22 +0.8%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$36K -$36K – –
RFC
70
Regions Financial Corp
Alabama
$27K +$27K +1,828 New
RFA
71
Reilly Financial Advisors
California
$16K – – –
MFW
72
Mosaic Family Wealth
Missouri
$15K +$15K +1,000 New
BWA
73
BDO Wealth Advisors
Florida
$8K -$8K – –
WB
74
Webster Bank
Connecticut
$7K – – –
HNB
75
Huntington National Bank
Ohio
$7K -$7K – –
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