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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $102M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$5.7M
2
RC
2
Rareview Capital
Nevada
$0
3
LPL Financial
3
LPL Financial
California
$2.01M
4
RIL
4
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
5
Advisors Asset Management
Colorado
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Activest Wealth Management
Florida
$9.31K 800 – –
NFSG
77
Newbridge Financial Services Group
Florida
$7.9K 679 +679 New
FHA
78
First Horizon Advisors
Tennessee
$6.98K 600 – –
RIL
79
Rothschild Investment LLC
Illinois
$4.95K 425 -61,500 -99%
AIM
80
Anchor Investment Management
South Carolina
$4.91K 422 – –
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$4.35K 374 – –
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.12K 354 +7 +2%
FP
83
Financial Perspectives
Minnesota
$3.71K 319 – –
IRC
84
Investors Research Corp
Georgia
$3.19K 274 – –
GI
85
GAMMA Investing
California
$2.92K 251 – –
KA
86
Kozak & Associates
Colorado
$2.49K 213 +4 +2%
S
87
SignatureFD
Georgia
$2.34K 201 – –
TRCT
88
Tower Research Capital (TRC)
New York
$47 4 – –
RC
89
Rareview Capital
Nevada
– – -146,461 Closed
WANY
90
Wealthspire Advisors (New York)
New York
– – -43,000 Closed
Invesco
91
Invesco
Georgia
– – -34,023 Closed
VF
92
Virtu Financial
New York
– – -19,654 Closed
HF
93
HRT Financial
New York
– – -13,848 Closed
AAS
94
Avantax Advisory Services
Texas
– – -10,616 Closed
FFA
95
Farther Finance Advisors
California
– – -2,290 Closed
CWC
96
Carolinas Wealth Consulting
North Carolina
– – -500 Closed
MFA
97
McClarren Financial Advisors
Pennsylvania
– – -11 Closed
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