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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

89 hedge funds and large institutions have $103M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Whipplewood Advisors
Colorado
$890K
2
Wells Fargo
Wells Fargo
California
$5.46M
3
Morgan Stanley
Morgan Stanley
New York
$7.76M
4
Jane Street
Jane Street
New York
$270K
5
UBS Group
UBS Group
Switzerland
$7.04M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$5.7M
2
RC
Rareview Capital
Nevada
$0
3
LPL Financial
LPL Financial
California
$2.01M
4
RIL
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
Advisors Asset Management
Colorado
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$184K – – –
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$168K +$168K +14,454 New
BPA
53
Beacon Pointe Advisors
California
$164K -$140K -12,007 -46%
CWM
54
Cornerstone Wealth Management
Missouri
$162K +$162K +13,893 New
CA
55
Callahan Advisors
Texas
$158K -$3.38K -290 -2%
CNBTD
56
Citizens National Bank Trust Department
Mississippi
$155K -$23.3K -2,000 -13%
US Bancorp
57
US Bancorp
Minnesota
$152K – – –
OC
58
Oppenheimer & Co
New York
$148K -$12.9K -1,107 -8%
RSA
59
River Street Advisors
Illinois
$146K +$146K +12,514 New
XT
60
XTX Topco
Cayman Islands
$134K +$134K +11,536 New
UWP
61
Uniting Wealth Partners
Kansas
$132K +$7.93K +681 +6%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$127K -$43K -3,678 -25%
DADC
63
D.A. Davidson & Co
Montana
$119K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$97.7K -$2.51K -216 -3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$81.4K -$103K -8,889 -56%
AF
66
Allworth Financial
California
$62K +$35.3K +3,035 +133%
AUB
67
Atlantic Union Bankshares
Virginia
$50.4K +$50.4K +4,332 New
HI
68
Harbour Investments
Wisconsin
$49K +$955 +82 +2%
HNB
69
Hilltop National Bank
Wyoming
$49K +$49K +4,208 New
CW
70
Curio Wealth
Maryland
$26.8K +$26.8K +2,300 +115,000%
AF
71
Advisornet Financial
Minnesota
$21.9K – – –
DWM
72
Darwin Wealth Management
Florida
$17.1K – – –
AG
73
AmeriFlex Group
Nevada
$12.6K +$162 +14 +1%
CA
74
CoreCap Advisors
Michigan
$12.3K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$12K +$7.74K +654 +182%
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