IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

95 hedge funds and large institutions have $145M invested in Invesco Value Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
32
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.58M
2
RCM
2
Rivernorth Capital Management
Florida
$18.3M
3
UBS Group
3
UBS Group
Switzerland
$4.53M
4
PPA
4
Parametric Portfolio Associates
Washington
$18.1M
5
Invesco
5
Invesco
Georgia
$1.48M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$29.4M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AAS
4
Avantax Advisory Services
Texas
$400K
5
Truist Financial
5
Truist Financial
North Carolina
$178K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$269K 17,195 +509 +3%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$268K 17,168 +2,360 +16%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$262K 16,747 +2,675 +19%
SPIA
54
Steward Partners Investment Advisory
New York
$260K 16,618 -21,119 -56%
DAS
55
Dynamic Advisor Solutions
Arizona
$254K 16,258 – –
CIA
56
Choate Investment Advisors
Massachusetts
$250K 16,000 – –
AA
57
Ancora Advisors
Ohio
$235K 15,000 – –
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$225K 14,352 – –
HCM
59
Hollencrest Capital Management
California
$217K 13,875 – –
RCA
60
Ranch Capital Advisors
Florida
$216K 13,836 – –
US Bancorp
61
US Bancorp
Minnesota
$205K 13,097 – –
AWM
62
AE Wealth Management
Kansas
$189K 12,092 +12,092 New
Creative Planning
63
Creative Planning
Kansas
$184K 11,786 -13,657 -54%
Truist Financial
64
Truist Financial
North Carolina
$178K 11,400 -25,450 -69%
MC
65
Moors & Cabot
Massachusetts
$164K 10,513 +10,513 New
BI
66
Bramshill Investments
Florida
$159K 10,179 +40 +0.4%
Cohen & Steers
67
Cohen & Steers
New York
$159K 10,160 +2,159 +27%
AWG
68
Altus Wealth Group
Colorado
$141K 9,027 +9,027 New
AF
69
Advisornet Financial
Minnesota
$133K 8,500 -5,250 -38%
EWM
70
Endurance Wealth Management
Rhode Island
$117K 7,463 – –
MRCM
71
M&R Capital Management
New Jersey
$101K 6,500 – –
MA
72
Montag & Associates
Georgia
$71K 4,527 +4,527 New
TWM
73
Tradition Wealth Management
Minnesota
$70K 4,500 +4,500 New
SWM
74
Sugarloaf Wealth Management
Georgia
$66K 4,248 +8 +0.2%
SSB
75
Sandy Spring Bank
Maryland
$63K 4,000 – –
1 2
3
4 5