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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

95 hedge funds and large institutions have $145M invested in Invesco Value Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
32
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.58M
2
RCM
2
Rivernorth Capital Management
Florida
$18.3M
3
UBS Group
3
UBS Group
Switzerland
$4.53M
4
PPA
4
Parametric Portfolio Associates
Washington
$18.1M
5
Invesco
5
Invesco
Georgia
$1.48M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$29.4M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AAS
4
Avantax Advisory Services
Texas
$400K
5
Truist Financial
5
Truist Financial
North Carolina
$178K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
76
Archer Investment Corporation
Indiana
$59K +$59K +3,768 New
HNB
77
Huntington National Bank
Ohio
$49K -$46K – –
IAIM
78
International Assets Investment Management
Florida
$46K +$46K +2,935 New
GWM
79
Geneos Wealth Management
Colorado
$44K – – –
NFSG
80
Newbridge Financial Services Group
Florida
$37K +$386 +25 +1%
FIA
81
FNY Investment Advisers
New York
$28K +$28K +1,831 New
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$14K – – –
MIM
83
Macroview Investment Management
Maryland
$11K – – –
TCM
84
Tradewinds Capital Management
Washington
$8K +$95 +6 +1%
RA
85
Reby Advisors
Connecticut
$7K +$7K +470 New
AIM
86
Anchor Investment Management
South Carolina
$6.6K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FP
88
Financial Perspectives
Minnesota
$4.99K +$4.99K +319 New
WEC
89
Winslow Evans & Crocker
Massachusetts
$4K -$17 -1 -0.4%
IRC
90
Investors Research Corp
Georgia
$4K – – –
S
91
SignatureFD
Georgia
$3K – – –
PFO
92
Pathstone Family Office
New Jersey
$3K – – –
Citigroup
93
Citigroup
New York
$3K – – –
VFA
94
Valeo Financial Advisors
Indiana
$2K – – –
SWA
95
Sutton Wealth Advisors
Florida
$1.57K – – –
PAM
96
Panagora Asset Management
Massachusetts
$1K -$4.8K -360 -83%
AA
97
AQR Arbitrage
Connecticut
– -$758K -51,518 Closed
Goldman Sachs
98
Goldman Sachs
New York
– -$591K -40,155 Closed
ACA
99
Ackerman Capital Advisors
Texas
– -$259K -17,611 Closed
Northern Trust
100
Northern Trust
Illinois
– -$2K -15,677 Closed
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4
5