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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

87 hedge funds and large institutions have $119M invested in Invesco Value Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-5
Holders Change %
-5.43%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$15.9M
2
DWM
2
Dakota Wealth Management
Florida
$1.69M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.09M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.59M
5
RCM
5
Robinson Capital Management
Michigan
$4.47M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
KIM
2
Karpus Investment Management
New York
$34.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
6M
4
6 Meridian
Kansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$208K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$190K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$185K +$16.6K +1,200 +10%
PFS
54
Prospera Financial Services
Texas
$163K -$254K -18,506 -61%
IA
55
IFP Advisors
Florida
$151K +$11.1K +800 +8%
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$148K – – –
LYV
57
Live Your Vision
Pennsylvania
$138K -$41.4K -3,000 -23%
CFSG
58
Community Financial Services Group
Vermont
$138K – – –
EWM
59
Edge Wealth Management
New York
$132K – – –
SSB
60
Sandy Spring Bank
Maryland
$129K – – –
EWM
61
Endurance Wealth Management
Rhode Island
$103K – – –
SWM
62
SeaCrest Wealth Management
New York
$69K – – –
MIM
63
Macroview Investment Management
Maryland
$65K – – –
IAS
64
IMA Advisory Services
Colorado
$58K – – –
THWM
65
Taylor Hoffman Wealth Management
Virginia
$58K +$58K +4,163 New
OIA
66
OneDigital Investment Advisors
Kansas
$55K – – –
MFT
67
Moisand Fitzgerald Tamayo
Florida
$50K – – –
CWSR
68
Chessman Wealth Strategies RIA
Texas
$48K +$48K +3,497 New
ASN
69
Advisory Services Network
Georgia
$40K +$507 +37 +1%
HCM
70
Highlander Capital Management
New Jersey
$39K – – –
WT
71
Whittier Trust
California
$37K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$28K +$28K +2,044 New
SFM
73
Signet Financial Management
New Jersey
$26K – – –
RFC
74
Regions Financial Corp
Alabama
$25K – – –
FHA
75
Flagship Harbor Advisors
Massachusetts
$16K – – –
1 2
3
4 5