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Invesco Value Municipal Income Trust

88 hedge funds and large institutions have $110M invested in Invesco Value Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$256K +$2.49K +153 +1%
AA
52
Ancora Advisors
Ohio
$245K
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$231K -$3.35K -205 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$230K +$13.9K +856 +6%
HCM
55
Hollencrest Capital Management
California
$226K
US Bancorp
56
US Bancorp
Minnesota
$214K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$214K
AAS
58
Avantax Advisory Services
Texas
$212K +$32.9K +2,000 +18%
OPS
59
Orion Portfolio Solutions
Nebraska
$196K +$196K +12,035 New
RCA
60
Ranch Capital Advisors
Florida
$186K
BRWM
61
B. Riley Wealth Management
Tennessee
$179K
KIM
62
Karpus Investment Management
New York
$172K -$2.35M -144,743 -93%
BAM
63
Belpointe Asset Management
Nevada
$168K +$278 +17 +0.2%
BI
64
Bramshill Investments
Florida
$167K -$166K -10,179 -50%
TCOO
65
Trust Company of Oklahoma
Oklahoma
$165K
SPIA
66
Steward Partners Investment Advisory
New York
$115K -$19.5K -1,200 -15%
MRCM
67
M&R Capital Management
New Jersey
$84K -$21K -1,300 -20%
HI
68
Harbour Investments
Wisconsin
$84K
MCM
69
MV Capital Management
Maryland
$75K
MA
70
Montag & Associates
Georgia
$75K +$295 +18 +0.4%
TWM
71
Tradition Wealth Management
Minnesota
$73K
SWM
72
Sugarloaf Wealth Management
Georgia
$70K +$438 +27 +0.6%
GWM
73
Geneos Wealth Management
Colorado
$69K +$22K +1,358 +47%
SSB
74
Sandy Spring Bank
Maryland
$65K
CBT
75
CoreFirst Bank & Trust
Kansas
$61K