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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

90 hedge funds and large institutions have $73.1M invested in Invesco Value Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$1.41M
2
Truist Financial
2
Truist Financial
North Carolina
$687K
3
UBS Group
3
UBS Group
Switzerland
$2.95M
4
PFO
4
Pathstone Family Office
New Jersey
$661K
5
ACA
5
Ackerman Capital Advisors
Texas
$450K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$14.3M
2
LCM
2
Landscape Capital Management
New Jersey
$275K
3
GC
3
Guggenheim Capital
Illinois
$2.85M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
Baystate Wealth Management
Massachusetts
$35K +$35K +2,259 New
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$26K +$13.5K +869 +109%
FWM
78
FSA Wealth Management
Massachusetts
$22K +$22K +1,437 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$11K -$11K -721 -50%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$10K – – –
EWM
81
EPG Wealth Management
Georgia
$9K +$9K +578 New
EIP
82
Ellis Investment Partners
Pennsylvania
$8K +$90 +6 +1%
TCM
83
Tradewinds Capital Management
Washington
$7K +$73 +5 +1%
AIM
84
Anchor Investment Management
South Carolina
$6.47K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
WEC
86
Winslow Evans & Crocker
Massachusetts
$4K -$1.98K -118 -33%
IRC
87
Investors Research Corp
Georgia
$4K – – –
S
88
SignatureFD
Georgia
$3K -$18.8K -1,259 -86%
FCA
89
FinTrust Capital Advisors
South Carolina
$3K – – –
SWA
90
Sutton Wealth Advisors
Florida
$1.53K – – –
RCM
91
Rivernorth Capital Management
Florida
– -$3.53K -229,788 Closed
RCM
92
Robinson Capital Management
Michigan
– -$797K -51,845 Closed
PFS
93
Prospera Financial Services
Texas
– -$390K -25,422 Closed
PCP
94
Proficio Capital Partners
Massachusetts
– -$348K -22,673 Closed
PAS
95
Partnervest Advisory Services
California
– -$163K -10,605 Closed
HCM
96
Highlander Capital Management
New Jersey
– -$44K -2,840 Closed
CFB
97
Cullen/Frost Bankers
Texas
– -$29K -1,891 Closed
PAM
98
Panagora Asset Management
Massachusetts
– -$18K -1,152 Closed
NSIM
99
North Star Investment Management
Illinois
– -$15K -985 Closed
TC
100
Truvestments Capital
Florida
– -$12K -800 Closed
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