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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

91 hedge funds and large institutions have $82.4M invested in Invesco Value Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$1.87M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
GC
3
Guggenheim Capital
Illinois
$6.85M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.4M
5
AAM
5
Advisors Asset Management
Colorado
$4.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.1M
2
SIA
2
Sit Investment Associates
Minnesota
$4.56M
3
LPL Financial
3
LPL Financial
California
$1.89M
4
Wells Fargo
4
Wells Fargo
California
$3.41M
5
NLP
5
Next Level Private
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$200K -$29.8K -2,597 -13%
FAG
52
Fortitude Advisory Group
Washington
$191K -$8.92K -776 -4%
First Trust Advisors
53
First Trust Advisors
Illinois
$181K -$37.1K -3,227 -17%
AA
54
Ancora Advisors
Ohio
$173K – – –
VF
55
Virtu Financial
New York
$173K +$173K +15,069 New
HCM
56
Hollencrest Capital Management
California
$160K – – –
US Bancorp
57
US Bancorp
Minnesota
$151K – – –
CIA
58
Choate Investment Advisors
Massachusetts
$147K – – –
AA
59
AlphaCentric Advisors
Puerto Rico
$147K +$147K +12,755 New
AF
60
Advisornet Financial
Minnesota
$146K -$14.4K -1,252 -9%
HighTower Advisors
61
HighTower Advisors
Illinois
$145K -$53.7K -4,653 -27%
AAS
62
Avantax Advisory Services
Texas
$145K +$138 +12 +0.1%
WHCI
63
W.H. Cornerstone Investments
Massachusetts
$136K +$136K +11,813 New
BRWA
64
B. Riley Wealth Advisors
Florida
$130K +$130K +11,237 New
Baird Financial Group
65
Baird Financial Group
Wisconsin
$122K +$122K +10,566 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$121K +$121K +10,478 New
MC
67
Moors & Cabot
Massachusetts
$118K – – –
RPCA
68
Running Point Capital Advisors
California
$115K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$82K -$1.33K -116 -2%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$80K +$7.28K +629 +10%
SC
71
SouthState Corp
Florida
$64K – – –
SWM
72
Sugarloaf Wealth Management
Georgia
$52K +$386 +33 +0.7%
MRCM
73
M&R Capital Management
New Jersey
$50K – – –
SSB
74
Sandy Spring Bank
Maryland
$46K – – –
PA
75
Parallel Advisors
California
$38K +$38K +3,275 New
1 2
3
4