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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

98 hedge funds and large institutions have $102M invested in Invesco Value Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
31
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$7.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.07M
3
GC
3
Guggenheim Capital
Illinois
$8.96M
4
LSC
4
Logan Stone Capital
Illinois
$1.61M
5
RCM
5
Rivernorth Capital Management
Florida
$1.61M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$417K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.5M
3
Wells Fargo
3
Wells Fargo
California
$2.81M
4
UBS Group
4
UBS Group
Switzerland
$1.48M
5
CWM
5
Chemistry Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
CoreCap Advisors
Michigan
$59.5K +$59.5K +4,941 New
MRCM
77
M&R Capital Management
New Jersey
$53K – – –
SSB
78
Sandy Spring Bank
Maryland
$48.2K – – –
UB
79
UMB Bank
Missouri
$39K +$39K +3,267 New
MA
80
Montag & Associates
Georgia
$36.4K – – –
RBC
81
Romano Brothers & Co
Illinois
$24.1K +$24.1K +2,000 New
SWM
82
Sugarloaf Wealth Management
Georgia
$22.4K -$31.1K -2,583 -58%
HDIM
83
Hanson & Doremus Investment Management
Vermont
$14K +$14K +1,138 New
MIM
84
Macroview Investment Management
Maryland
$8.38K – – –
FHA
85
First Horizon Advisors
Tennessee
$7.23K – – –
CS
86
Comerica Securities
Michigan
$6.52K +$6.52K +541 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
TWM
88
Tradition Wealth Management
Minnesota
$6K – – –
ASN
89
Advisory Services Network
Georgia
$5.72K +$5.72K +475 New
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.37K +$3.76K +312 +233%
AIM
91
Anchor Investment Management
South Carolina
$5.09K – – –
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$5K +$5K +398 New
FP
93
Financial Perspectives
Minnesota
$3.84K – – –
IRC
94
Investors Research Corp
Georgia
$3.3K – – –
S
95
SignatureFD
Georgia
$2.42K – – –
KA
96
Kozak & Associates
Colorado
$2K +$22 +2 +1%
USCWA
97
U.S. Capital Wealth Advisors
Texas
$928 +$928 +77 New
PAG
98
Private Advisor Group
New Jersey
$841 +$56 +4,619 +7%
CWM
99
Chemistry Wealth Management
New York
– -$441K -38,350 Closed
VF
100
Virtu Financial
New York
– -$173K -15,069 Closed
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4
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