IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

87 hedge funds and large institutions have $138M invested in Invesco Value Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-8
Holders Change %
-8.42%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
30
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$22.5M
2
SIA
2
Sit Investment Associates
Minnesota
$10.9M
3
PPA
3
Parametric Portfolio Associates
Washington
$19.3M
4
Wells Fargo
4
Wells Fargo
California
$6.42M
5
Invesco
5
Invesco
Georgia
$2.11M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$18.7M
2
RCM
2
Robinson Capital Management
Michigan
$1.27M
3
MIG
3
Mariner Investment Group
New York
$0
4
GC
4
Guggenheim Capital
Illinois
$1.73M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$14K – – –
MIM
77
Macroview Investment Management
Maryland
$11K – – –
TCM
78
Tradewinds Capital Management
Washington
$8K +$110 +7 +1%
AIM
79
Anchor Investment Management
South Carolina
$6.61K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
IRC
81
Investors Research Corp
Georgia
$4K – – –
S
82
SignatureFD
Georgia
$3K – – –
Citigroup
83
Citigroup
New York
$3K – – –
VFA
84
Valeo Financial Advisors
Indiana
$2K – – –
SWA
85
Sutton Wealth Advisors
Florida
$1.57K – – –
PAM
86
Panagora Asset Management
Massachusetts
$1K +$107 +9 +12%
SWM
87
Sugarloaf Wealth Management
Georgia
$67 – +8 +0.2%
MIG
88
Mariner Investment Group
New York
– -$1.18M -75,352 Closed
KAS
89
Kestra Advisory Services
Texas
– -$576K -37,006 Closed
DWM
90
Dakota Wealth Management
Florida
– -$512K -32,704 Closed
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
– -$349K -22,282 Closed
DAS
92
Dynamic Advisor Solutions
Arizona
– -$254K -16,258 Closed
AWM
93
AE Wealth Management
Kansas
– -$189K -12,092 Closed
Creative Planning
94
Creative Planning
Kansas
– -$184K -11,786 Closed
AWG
95
Altus Wealth Group
Colorado
– -$141K -9,027 Closed
FIA
96
FNY Investment Advisers
New York
– -$28K -1,831 Closed
PFO
97
Pathstone Family Office
New Jersey
– -$3K -192 Closed
HNB
98
Huntington National Bank
Ohio
– -$49K – –
1 2 3
4