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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

83 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$15.3M
2
KIM
2
Karpus Investment Management
New York
$42.9M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$10.7M
5
HK
5
Horizon Kinetics
New York
$527K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$0
3
LCM
3
Landscape Capital Management
New Jersey
$1.1M
4
DA
4
Doliver Advisors
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$159K +$159K +10,885 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$158K -$17.9K -1,238 -10%
IA
53
IFP Advisors
Florida
$156K – – –
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$146K +$146K +10,088 New
LYV
55
Live Your Vision
Pennsylvania
$143K – – –
SSB
56
Sandy Spring Bank
Maryland
$136K -$10K -689 -7%
EWM
57
Endurance Wealth Management
Rhode Island
$108K – – –
SWM
58
SeaCrest Wealth Management
New York
$85K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$73K +$73K +5,000 New
MIM
60
Macroview Investment Management
Maryland
$68K -$52.1K -3,600 -43%
OIA
61
OneDigital Investment Advisors
Kansas
$58K +$51.7K +3,539 +817%
MFT
62
Moisand Fitzgerald Tamayo
Florida
$53K – – –
ASN
63
Advisory Services Network
Georgia
$47K -$6.9K -473 -13%
HCM
64
Highlander Capital Management
New Jersey
$41K – – –
WT
65
Whittier Trust
California
$39K – – –
SFM
66
Signet Financial Management
New Jersey
$28K +$28K +1,901 New
RFC
67
Regions Financial Corp
Alabama
$27K – – –
MFW
68
Mosaic Family Wealth
Missouri
$15K – – –
ACS
69
Archford Capital Strategies
Illinois
$9K +$9K +587 New
BWA
70
BDO Wealth Advisors
Florida
$8K -$8K – –
HNB
71
Huntington National Bank
Ohio
$7K -$7K – –
Citigroup
72
Citigroup
New York
$7K – – –
WB
73
Webster Bank
Connecticut
$7K – – –
AIM
74
Anchor Investment Management
South Carolina
$6.13K – – –
AWA
75
Acorn Wealth Advisors
Michigan
$6K +$6K +400 New
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3
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