IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

81 hedge funds and large institutions have $78M invested in Invesco Value Municipal Income Trust in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$2.57M
2
VCM
2
Vivaldi Capital Management
Illinois
$4.37M
3
AAM
3
Advisors Asset Management
Colorado
$1.57M
4
VanEck Associates
4
VanEck Associates
New York
$3.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.33M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$22K
2
GC
2
Guggenheim Capital
Illinois
$4.78M
3
6M
3
6 Meridian
Kansas
$0
4
Wells Fargo
4
Wells Fargo
California
$4.45M
5
BTS
5
BB&T Securities
Virginia
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$209K 13,720 – –
WMG
52
WESCAP Management Group
California
$199K 13,091 – –
AF
53
Advisornet Financial
Minnesota
$174K 11,400 +11,400 New
SEI Investments
54
SEI Investments
Pennsylvania
$173K 11,386 – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$131K 8,611 +6,527 +313%
EWM
56
Endurance Wealth Management
Rhode Island
$114K 7,463 – –
SSB
57
Sandy Spring Bank
Maryland
$112K 7,350 – –
EWM
58
Edge Wealth Management
New York
$69K 4,565 – –
Citigroup
59
Citigroup
New York
$68K 4,468 +4,000 +855%
IAS
60
IMA Advisory Services
Colorado
$64K 4,180 – –
MIM
61
Macroview Investment Management
Maryland
$56K 3,676 – –
MFT
62
Moisand Fitzgerald Tamayo
Florida
$55K 3,626 – –
AF
63
Allworth Financial
California
$46K 3,024 +24 +0.8%
GWM
64
Geneos Wealth Management
Colorado
$44K 2,931 -5,200 -64%
HCM
65
Highlander Capital Management
New Jersey
$43K 2,840 – –
ESB
66
Essex Savings Bank
Connecticut
$29K 1,894 – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$22K 1,442 -74,972 -98%
ASN
68
Advisory Services Network
Georgia
$21K 1,356 +16 +1%
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$12K 800 – –
TC
70
Truvestments Capital
Florida
$12K 800 – –
TCM
71
Tradewinds Capital Management
Washington
$7K 469 +5 +1%
EIP
72
Ellis Investment Partners
Pennsylvania
$7K 523 +523 New
AIM
73
Anchor Investment Management
South Carolina
$6.42K 422 – –
WEC
74
Winslow Evans & Crocker
Massachusetts
$6K 356 – –
PFO
75
Pathstone Family Office
New Jersey
$6K 362 +362 New
1 2
3
4