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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-11
Holders Change %
-11.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
26
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
LA
2
LexAurum Advisors
Kansas
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.69M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$1.97M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$915K
2
CW
2
Curio Wealth
Maryland
$32.3K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$9.28M
5
VanEck Associates
5
VanEck Associates
New York
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$190K +$109K +9,074 +133%
HCM
52
Hollencrest Capital Management
California
$190K – – –
CNBTD
53
Citizens National Bank Trust Department
Mississippi
$183K -$3.59K -300 -2%
IWC
54
Integrated Wealth Concepts
Massachusetts
$182K – – –
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$174K -$3.64K -304 -2%
OC
56
Oppenheimer & Co
New York
$166K +$166K +13,834 New
CA
57
Callahan Advisors
Texas
$166K +$1.58K +132 +1%
HF
58
HRT Financial
New York
$165K +$165K +13,848 New
US Bancorp
59
US Bancorp
Minnesota
$157K – – –
CIA
60
Concurrent Investment Advisors
Florida
$150K +$150K +12,508 New
UWP
61
Uniting Wealth Partners
Kansas
$128K -$37.3K -3,115 -23%
AAS
62
Avantax Advisory Services
Texas
$127K – – –
DADC
63
D.A. Davidson & Co
Montana
$123K -$23.9K -2,000 -16%
SPIA
64
Steward Partners Investment Advisory
New York
$103K -$2.97K -248 -3%
SSB
65
Sandy Spring Bank
Maryland
$51.9K +$3.97K +332 +8%
HI
66
Harbour Investments
Wisconsin
$49.4K +$922 +77 +2%
EC
67
Elequin Capital
New York
$44K -$57.4K -4,798 -57%
CW
68
Curio Wealth
Maryland
$32.3K -$44M -2,719 -100%
FFA
69
Farther Finance Advisors
California
$27.5K +$27.5K +2,290 New
AF
70
Allworth Financial
California
$26.7K +$385 +33 +1%
AF
71
Advisornet Financial
Minnesota
$22.6K – – –
DWM
72
Darwin Wealth Management
Florida
$17.5K – – –
AG
73
AmeriFlex Group
Nevada
$12.9K +$12.9K +1,074 New
CA
74
CoreCap Advisors
Michigan
$12.7K – – –
AWM
75
Activest Wealth Management
Florida
$9.58K – – –
1 2
3
4 5