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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

92 hedge funds and large institutions have $127M invested in Invesco Value Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
24
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$7.22M
2
RCM
2
Robinson Capital Management
Michigan
$3.62M
3
Wells Fargo
3
Wells Fargo
California
$12.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$4.51M
5
LCM
5
Landscape Capital Management
New Jersey
$2.37M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$40.4M
2
GC
2
Guggenheim Capital
Illinois
$4.13M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$233K
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$16K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
76
Regions Financial Corp
Alabama
$26K – – –
STA
77
Summit Trail Advisors
New York
$19K +$19K +1,335 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$16K -$280K -20,683 -95%
MFW
79
Mosaic Family Wealth
Missouri
$14K – – –
Citigroup
80
Citigroup
New York
$7K – – –
BWA
81
BDO Wealth Advisors
Florida
$7K -$8K – –
WB
82
Webster Bank
Connecticut
$7K – – –
HNB
83
Huntington National Bank
Ohio
$7K -$7K – –
WEC
84
Winslow Evans & Crocker
Massachusetts
$6K – – –
FHA
85
First Horizon Advisors
Tennessee
$6K +$6K +400 New
AIM
86
Anchor Investment Management
South Carolina
$5.96K – – –
CFA
87
Carroll Financial Associates
North Carolina
$5K – – –
TCM
88
Tradewinds Capital Management
Washington
$4K +$32 +2 +0.8%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +300 New
ACS
90
Archford Capital Strategies
Illinois
$3K -$4.13K -340 -58%
S
91
SignatureFD
Georgia
$3K – – –
APA
92
American Portfolios Advisors
New York
$2.12K +$2.12K +150 New
Northern Trust
93
Northern Trust
Illinois
$1K – – –
RFA
94
Reilly Financial Advisors
California
$1K – – –
Baird Financial Group
95
Baird Financial Group
Wisconsin
– -$446K -30,750 Closed
ALIONA
96
Allianz Life Insurance of North America
Minnesota
– -$176K -15,405 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
– -$73K -5,000 Closed
AWA
98
Acorn Wealth Advisors
Michigan
– -$6K -400 Closed
SWMG
99
Signature Wealth Management Group
Georgia
– -$3K -189 Closed
SWP
100
Stratos Wealth Partners
Ohio
– -$1K -100 Closed
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4
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