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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

90 hedge funds and large institutions have $73.1M invested in Invesco Value Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$1.41M
2
Truist Financial
2
Truist Financial
North Carolina
$687K
3
UBS Group
3
UBS Group
Switzerland
$2.95M
4
PFO
4
Pathstone Family Office
New Jersey
$661K
5
ACA
5
Ackerman Capital Advisors
Texas
$450K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$14.3M
2
LCM
2
Landscape Capital Management
New Jersey
$275K
3
GC
3
Guggenheim Capital
Illinois
$2.85M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$236K 15,427 +250 +2%
AA
52
Ancora Advisors
Ohio
$230K 15,000 – –
NS
53
NewDay Solutions
New Hampshire
$222K 14,509 – –
HighTower Advisors
54
HighTower Advisors
Illinois
$218K 14,218 – –
RCA
55
Ranch Capital Advisors
Florida
$212K 13,836 – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$202K 13,187 +3,000 +29%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$201K 13,119 – –
WMG
58
WESCAP Management Group
California
$189K 12,391 – –
CAM
59
Cresset Asset Management
Illinois
$188K 12,300 +12,300 New
BF
60
BOK Financial
Oklahoma
$181K 11,791 -5,584 -32%
SEI Investments
61
SEI Investments
Pennsylvania
$174K 11,386 – –
AF
62
Advisornet Financial
Minnesota
$146K 9,550 -633 -6%
FHA
63
Flagship Harbor Advisors
Massachusetts
$118K 7,711 -900 -10%
EWM
64
Endurance Wealth Management
Rhode Island
$114K 7,463 – –
Citigroup
65
Citigroup
New York
$114K 7,468 +1,000 +15%
HNB
66
Huntington National Bank
Ohio
– – – –
SSB
67
Sandy Spring Bank
Maryland
$80K 5,200 -600 -10%
EWM
68
Edge Wealth Management
New York
$70K 4,565 – –
SWM
69
Sugarloaf Wealth Management
Georgia
$65K 4,219 +4,219 New
IAS
70
IMA Advisory Services
Colorado
$64K 4,180 – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$56K 3,626 – –
AF
72
Allworth Financial
California
$47K 3,093 +35 +1%
ASN
73
Advisory Services Network
Georgia
$47K 3,037 +1,681 +124%
MIM
74
Macroview Investment Management
Maryland
$46K 2,991 -510 -15%
GWM
75
Geneos Wealth Management
Colorado
$44K 2,931 – –
1 2
3
4 5