IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

91 hedge funds and large institutions have $82.4M invested in Invesco Value Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$1.87M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
GC
3
Guggenheim Capital
Illinois
$6.85M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.4M
5
AAM
5
Advisors Asset Management
Colorado
$4.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.1M
2
SIA
2
Sit Investment Associates
Minnesota
$4.56M
3
LPL Financial
3
LPL Financial
California
$1.89M
4
Wells Fargo
4
Wells Fargo
California
$3.41M
5
NLP
5
Next Level Private
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Montag & Associates
Georgia
$35K – – –
WAM
77
Wolverine Asset Management
Illinois
$32K +$6.72K +597 +27%
BI
78
Bramshill Investments
Florida
$21K -$124K -10,593 -85%
IA
79
IFP Advisors
Florida
$10K – – –
MIM
80
Macroview Investment Management
Maryland
$8K – – –
FEG
81
Financial Enhancement Group
Indiana
$8K – – –
FHA
82
First Horizon Advisors
Tennessee
$7K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.93K -161 -24%
TWM
84
Tradition Wealth Management
Minnesota
$6K – – –
AIM
85
Anchor Investment Management
South Carolina
$4.86K – – –
FP
86
Financial Perspectives
Minnesota
$3.67K – – –
IRC
87
Investors Research Corp
Georgia
$3K – – –
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K -$4.96K -332 -71%
S
89
SignatureFD
Georgia
$2K – – –
KA
90
Kozak & Associates
Colorado
$2K +$33 +3 +2%
NLP
91
Next Level Private
New York
– -$494K -38,350 Closed
LCM
92
Landscape Capital Management
New Jersey
– -$349K -27,152 Closed
AA
93
AQR Arbitrage
Connecticut
– -$155K -12,071 Closed
Cohen & Steers
94
Cohen & Steers
New York
– -$146K -11,334 Closed
ARC
95
Advisor Resource Council
Texas
– -$130K -10,084 Closed
Nomura Holdings
96
Nomura Holdings
Japan
– -$129K -10,000 Closed
CA
97
CoreCap Advisors
Michigan
– -$64K -4,934 Closed
SWM
98
SeaCrest Wealth Management
New York
– -$45K -3,500 Closed
GWM
99
Geneos Wealth Management
Colorado
– -$37K -2,900 Closed
1 2 3
4