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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

98 hedge funds and large institutions have $136M invested in Invesco Value Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
28
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$13.7M
2
RCM
2
Rivernorth Capital Management
Florida
$13.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$1.18M
4
AIA
4
Absolute Investment Advisers
Florida
$807K
5
AGM
5
Alpine Global Management
New York
$494K

Top Sellers

1
LFA
1
Livelsberger Financial Advisory
Ohio
$0
2
LSC
2
Logan Stone Capital
Illinois
$5.53M
3
LWL
3
Leo Wealth LLC
Texas
$0
4
LCM
4
Landscape Capital Management
New Jersey
$321K
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$347K +$206K +16,729 +146%
LCM
52
Landscape Capital Management
New Jersey
$321K -$1.04M -84,573 -76%
Goldman Sachs
53
Goldman Sachs
New York
$291K – – –
FAG
54
Fortitude Advisory Group
Washington
$276K – – –
Nomura Holdings
55
Nomura Holdings
Japan
$274K +$61.7K +5,000 +29%
Mariner
56
Mariner
Kansas
$274K -$111K -8,995 -29%
CCG
57
Catalina Capital Group
California
$265K +$265K +21,491 New
FM
58
Family Management
New York
$260K – – –
CNBTD
59
Citizens National Bank Trust Department
Mississippi
$252K -$111K -9,000 -31%
HCM
60
Hollencrest Capital Management
California
$233K – – –
BPA
61
Beacon Pointe Advisors
California
$219K -$27.6K -2,239 -11%
IWC
62
Integrated Wealth Concepts
Massachusetts
$206K – – –
TL
63
Tradewinds LLC
North Carolina
$205K +$205K +16,652 New
ATPW
64
Ashton Thomas Private Wealth
Arizona
$185K – – –
WS
65
Wedbush Securities
California
$164K +$24.7K +2,000 +18%
US Bancorp
66
US Bancorp
Minnesota
$162K – – –
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$152K +$152K +12,318 New
WA
68
Waverly Advisors
Alabama
$144K +$144K +11,682 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$139K -$27.1K -2,200 -16%
DADC
70
D.A. Davidson & Co
Montana
$133K – – –
AAS
71
Avantax Advisory Services
Texas
$126K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$91.7K +$7.7K +624 +9%
BI
73
Bramshill Investments
Florida
$55.7K +$55.7K +4,517 New
SSB
74
Sandy Spring Bank
Maryland
$49.4K – – –
MRCM
75
M&R Capital Management
New Jersey
$40.7K – – –
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3
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