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Invesco Value Municipal Income Trust

88 hedge funds and large institutions have $90.8M invested in Invesco Value Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
24
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$227K
AA
52
Ancora Advisors
Ohio
$209K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$202K +$37.5K +2,689 +23%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$200K -$40.4K -2,906 -17%
HCM
55
Hollencrest Capital Management
California
$193K
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$187K +$3.48K +250 +2%
US Bancorp
57
US Bancorp
Minnesota
$183K
AAS
58
Avantax Advisory Services
Texas
$180K
CIA
59
Choate Investment Advisors
Massachusetts
$178K -$44.5K -3,200 -20%
HighTower Advisors
60
HighTower Advisors
Illinois
$178K -$27.8K -2,000 -13%
OPS
61
Orion Portfolio Solutions
Nebraska
$165K -$1.87K -134 -1%
BRWM
62
B. Riley Wealth Management
Tennessee
$153K
RPCA
63
Running Point Capital Advisors
California
$139K +$139K +10,000 New
AF
64
Advisornet Financial
Minnesota
$137K -$250K -17,970 -65%
SPIA
65
Steward Partners Investment Advisory
New York
$101K +$2.58K +185 +3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$88K -$179K -12,797 -67%
SC
67
SouthState Corp
Florida
$78K
MRCM
68
M&R Capital Management
New Jersey
$61K
SWM
69
Sugarloaf Wealth Management
Georgia
$61K +$447 +32 +0.7%
SSB
70
Sandy Spring Bank
Maryland
$56K
MA
71
Montag & Associates
Georgia
$42K
GWM
72
Geneos Wealth Management
Colorado
$40K -$18.7K -1,358 -32%
MCC
73
Money Concepts Capital
Florida
$40K +$40K +2,900 New
TRCT
74
Tower Research Capital (TRC)
New York
$20K +$20K +1,429 New
MIM
75
Macroview Investment Management
Maryland
$10K