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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

98 hedge funds and large institutions have $102M invested in Invesco Value Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
31
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$7.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.07M
3
GC
3
Guggenheim Capital
Illinois
$8.96M
4
LSC
4
Logan Stone Capital
Illinois
$1.61M
5
RCM
5
Rivernorth Capital Management
Florida
$1.61M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$417K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.5M
3
Wells Fargo
3
Wells Fargo
California
$2.81M
4
UBS Group
4
UBS Group
Switzerland
$1.48M
5
CWM
5
Chemistry Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$244K – – –
AC
52
Aristides Capital
Kentucky
$239K +$239K +19,815 New
PAS
53
Park Avenue Securities
New York
$229K +$8.6K +713 +4%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$222K – – –
FAG
55
Fortitude Advisory Group
Washington
$220K +$19.6K +1,628 +10%
IWC
56
Integrated Wealth Concepts
Massachusetts
$219K – – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$218K +$91.5K +7,593 +72%
AA
58
Ancora Advisors
Ohio
$181K – – –
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$180K +$180K +14,935 New
DADC
60
D.A. Davidson & Co
Montana
$167K -$104K -8,619 -38%
US Bancorp
61
US Bancorp
Minnesota
$158K – – –
AF
62
Advisornet Financial
Minnesota
$157K +$4.82K +400 +3%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$155K -$55K -4,563 -26%
AAS
64
Avantax Advisory Services
Texas
$155K +$2.41K +200 +2%
First Trust Advisors
65
First Trust Advisors
Illinois
$148K -$42.3K -3,512 -22%
HighTower Advisors
66
HighTower Advisors
Illinois
$147K -$5.18K -428 -3%
Jane Street
67
Jane Street
New York
$131K +$131K +10,854 New
RPCA
68
Running Point Capital Advisors
California
$121K – – –
WAM
69
Wolverine Asset Management
Illinois
$102K +$67.9K +5,635 +198%
AWM
70
Avior Wealth Management
Nebraska
$96.4K +$96.4K +8,000 New
BI
71
Bramshill Investments
Florida
$87.6K +$65.9K +5,468 +304%
MCC
72
Money Concepts Capital
Florida
$80.1K +$80.1K +6,650 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$72K -$155K -13,000 -68%
SC
74
SouthState Corp
Florida
$67.3K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$61.3K -$24.6K -2,044 -29%
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