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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

84 hedge funds and large institutions have $109M invested in Invesco Value Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$18.7M
2
GC
2
Guggenheim Capital
Illinois
$6.17M
3
UBS Group
3
UBS Group
Switzerland
$5.97M
4
NA
4
NewEdge Advisors
Louisiana
$464K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$965K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.22M
3
SIA
3
Sit Investment Associates
Minnesota
$10.7M
4
DFG
4
Delphi Financial Group
Delaware
$967K
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$9K 500 -4,000 -89%
CA
77
Centerpoint Advisors
Massachusetts
$8K 467 +467 New
AIM
78
Anchor Investment Management
South Carolina
$7.19K 422 – –
FP
79
Financial Perspectives
Minnesota
$5.44K 319 – –
IRC
80
Investors Research Corp
Georgia
$5K 274 – –
S
81
SignatureFD
Georgia
$3K 201 – –
KA
82
Kozak & Associates
Colorado
$3K 176 +3 +2%
TCM
83
Tradewinds Capital Management
Washington
$2K 123 -197 -62%
SWA
84
Sutton Wealth Advisors
Florida
$1.7K 100 – –
RCM
85
Rivernorth Capital Management
Florida
– – -40,956 Closed
FFA
86
First Foundation Advisors
California
– – -18,084 Closed
VF
87
Virtu Financial
New York
– – -16,616 Closed
PWPS
88
Pinnacle Wealth Planning Services
Ohio
– – -16,500 Closed
WMG
89
WESCAP Management Group
California
– – -15,765 Closed
RCA
90
Ranch Capital Advisors
Florida
– – -11,396 Closed
KIM
91
Karpus Investment Management
New York
– – -10,574 Closed
TCOO
92
Trust Company of Oklahoma
Oklahoma
– – -10,124 Closed
HI
93
Harbour Investments
Wisconsin
– – -5,139 Closed
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
– – -923 Closed
AWA
95
Arkadios Wealth Advisors
Georgia
– – -116 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– – -1 Closed
GKWIM
97
Gerber Kawasaki Wealth & Investment Management
California
– – -1 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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