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Invesco Value Municipal Income Trust

94 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

8% more funds holding

Funds holding: 8794 (+7)

0.07% more ownership

Funds ownership: 18.56%18.63% (+0.07%)

0% less capital invested

Capital invested by funds: $108M → $108M (-$39.2K)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
28
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$180K +$3.37K +270 +2%
ZWA
52
Zinnia Wealth Advisory
Florida
$173K +$175K +14,015 New
VF
53
Virtu Financial
New York
$169K +$172K +13,751 New
US Bancorp
54
US Bancorp
Minnesota
$161K
PGF
55
Plan Group Financial
Oklahoma
$158K
AWM
56
Avior Wealth Management
Nebraska
$155K +$157K +12,600 New
RSA
57
River Street Advisors
Illinois
$154K
MWM
58
Maridea Wealth Management
New York
$150K
CNBTD
59
Citizens National Bank Trust Department
Mississippi
$149K -$15K -1,200 -9%
LA
60
Legacy Advisors
Pennsylvania
$149K +$151K +12,080 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$136K
OC
62
Oppenheimer & Co
New York
$125K +$475 +38 +0.4%
WS
63
Wedbush Securities
California
$124K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$94.1K
KAS
65
Kestra Advisory Services
Texas
$82.2K -$301K -24,136 -78%
HNB
66
Hilltop National Bank
Wyoming
$51.8K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$51.6K -$98K -7,850 -65%
AUB
68
Atlantic Union Bankshares
Virginia
$49.3K -$4.15K -332 -8%
SPIA
69
Steward Partners Investment Advisory
New York
$49.3K -$2.05K -164 -4%
APW
70
Aventura Private Wealth
Florida
$43.1K
GAFA
71
Garton & Associates Financial Advisors
Kentucky
$41.4K +$42K +3,363 New
AF
72
Allworth Financial
California
$35.6K +$425 +34 +1%
AF
73
Advisornet Financial
Minnesota
$23.2K
DWM
74
Darwin Wealth Management
Florida
$18.1K
CA
75
CoreCap Advisors
Michigan
$16.7K