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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $90.6M invested in Invesco Value Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.44M
3
BlackRock
3
BlackRock
New York
$2.66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.21M
5
GC
5
Guggenheim Capital
Illinois
$6.77M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.24M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$4.44M
4
Walleye Capital
4
Walleye Capital
New York
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$10K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
MIM
78
Macroview Investment Management
Maryland
$9K – – –
FEG
79
Financial Enhancement Group
Indiana
$9K – – –
FHA
80
First Horizon Advisors
Tennessee
$8K – – –
BCMLT
81
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
TWM
82
Tradition Wealth Management
Minnesota
$6K – – –
AIM
83
Anchor Investment Management
South Carolina
$5.43K – – –
FP
84
Financial Perspectives
Minnesota
$4.11K – – –
IRC
85
Investors Research Corp
Georgia
$4K – – –
S
86
SignatureFD
Georgia
$3K – – –
KA
87
Kozak & Associates
Colorado
$2K +$22 +2 +1%
BRWM
88
B. Riley Wealth Management
Tennessee
$142 – – –
RCM
89
Rivernorth Capital Management
Florida
– -$1.42M -102,022 Closed
Walleye Capital
90
Walleye Capital
New York
– -$743K -53,289 Closed
Invesco
91
Invesco
Georgia
– -$509K -36,523 Closed
KAS
92
Kestra Advisory Services
Texas
– -$358K -25,665 Closed
EWM
93
Empirical Wealth Management
Washington
– -$351K -25,211 Closed
LSC
94
Logan Stone Capital
Illinois
– -$334K -23,960 Closed
KA
95
Kovack Advisors
Florida
– -$231K -16,612 Closed
OPS
96
Orion Portfolio Solutions
Nebraska
– -$165K -11,837 Closed
MCC
97
Money Concepts Capital
Florida
– -$40K -2,900 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$20K -1,429 Closed
SWA
99
Sutton Wealth Advisors
Florida
– -$1.39K -100 Closed
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