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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

99 hedge funds and large institutions have $120M invested in Invesco Value Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.94M
2
RCM
2
Robinson Capital Management
Michigan
$7.64M
3
Bank of America
3
Bank of America
North Carolina
$19.9M
4
VanEck Associates
4
VanEck Associates
New York
$4.18M
5
Lido Advisors
5
Lido Advisors
California
$589K

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$180K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$11.5M
3
AIA
3
Absolute Investment Advisers
Florida
$0
4
WANY
4
Wealthspire Advisors (New York)
New York
$511K
5
AAM
5
Advisors Asset Management
Colorado
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$228K +$228K +19,147 New
Walleye Capital
52
Walleye Capital
New York
$200K +$200K +16,846 New
VF
53
Virtu Financial
New York
$194K +$194K +16,308 New
LW
54
Lauer Wealth
Indiana
$190K +$190K +15,986 New
HCM
55
Hollencrest Capital Management
California
$188K -$36.2K -3,041 -16%
CNBTD
56
Citizens National Bank Trust Department
Mississippi
$185K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$181K – – –
AA
58
AQR Arbitrage
Connecticut
$180K -$1.83M -154,132 -91%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$177K +$38.8K +3,260 +28%
TL
60
Tradewinds LLC
North Carolina
$176K -$35.9K -2,926 -17%
UWP
61
Uniting Wealth Partners
Kansas
$164K +$164K +13,787 New
CA
62
Callahan Advisors
Texas
$163K +$163K +13,697 New
US Bancorp
63
US Bancorp
Minnesota
$156K – – –
Corient Private Wealth
64
Corient Private Wealth
Florida
$148K +$11.9K +1,000 +9%
DADC
65
D.A. Davidson & Co
Montana
$146K +$17.8K +1,500 +14%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$133K +$133K +11,179 New
AAS
67
Avantax Advisory Services
Texas
$126K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$125K +$125K +10,524 New
AC
69
Aristides Capital
Kentucky
$124K +$124K +10,460 New
SPIA
70
Steward Partners Investment Advisory
New York
$105K +$23.8K +2,000 +29%
EC
71
Elequin Capital
New York
$101K +$101K +8,471 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$81K +$12 +1 +0%
CBT
73
CoreFirst Bank & Trust
Kansas
$78.5K – – –
VHAM
74
Van Hulzen Asset Management
California
$59.5K +$59.5K +5,000 New
AWM
75
Avior Wealth Management
Nebraska
$53.5K +$53.5K +4,500 New
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3
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