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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

92 hedge funds and large institutions have $127M invested in Invesco Value Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$7.22M
2
RCM
2
Robinson Capital Management
Michigan
$3.62M
3
Wells Fargo
3
Wells Fargo
California
$12.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$4.51M
5
LCM
5
Landscape Capital Management
New Jersey
$2.37M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$40.4M
2
GC
2
Guggenheim Capital
Illinois
$4.13M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$233K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$16K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$212K – – –
DAS
52
Dynamic Advisor Solutions
Arizona
$212K +$18.3K +1,295 +9%
Ameriprise
53
Ameriprise
Minnesota
$211K +$23.3K +1,651 +12%
AG
54
Advisor Group
Arizona
$200K +$35.2K +2,485 +21%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$194K +$194K +13,720 New
Millennium Management
56
Millennium Management
New York
$193K +$193K +13,675 New
LYV
57
Live Your Vision
Pennsylvania
$184K +$42.5K +3,000 +30%
HighTower Advisors
58
HighTower Advisors
Illinois
$171K +$18.2K +1,300 +12%
HCM
59
Hollencrest Capital Management
California
$162K – – –
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$151K +$8.32K +588 +6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$147K -$7.24K -512 -5%
IA
62
IFP Advisors
Florida
$143K -$4.95K -350 -3%
CFSG
63
Community Financial Services Group
Vermont
$141K +$141K +10,000 New
EWM
64
Edge Wealth Management
New York
$135K -$28.2K -2,000 -17%
SSB
65
Sandy Spring Bank
Maryland
$132K – – –
EWM
66
Endurance Wealth Management
Rhode Island
$105K – – –
SWM
67
SeaCrest Wealth Management
New York
$70K -$12.5K -885 -15%
MIM
68
Macroview Investment Management
Maryland
$66K – – –
IAS
69
IMA Advisory Services
Colorado
$59K +$59K +4,180 New
OIA
70
OneDigital Investment Advisors
Kansas
$56K – – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$51K – – –
ASN
72
Advisory Services Network
Georgia
$41K -$4.87K -342 -11%
HCM
73
Highlander Capital Management
New Jersey
$40K – – –
WT
74
Whittier Trust
California
$38K – – –
SFM
75
Signet Financial Management
New Jersey
$27K – – –
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3
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