IIM icon

Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

97 hedge funds and large institutions have $137M invested in Invesco Value Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
34
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$11M
2
LSC
2
Logan Stone Capital
Illinois
$7.24M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$11.2M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.97M
5
FPCP
5
Fort Point Capital Partners
California
$2.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
GC
2
Guggenheim Capital
Illinois
$11.5M
3
LCM
3
Landscape Capital Management
New Jersey
$1.33M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.36M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$48K – – –
HCM
77
Highlander Capital Management
New Jersey
$42K – – –
MRCM
78
M&R Capital Management
New Jersey
$39.6K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$27.5K +$11.1K +923 +67%
SWM
80
Sugarloaf Wealth Management
Georgia
$23.7K +$288 +24 +1%
AF
81
Advisornet Financial
Minnesota
$22.6K -$65.8K -5,480 -74%
CA
82
CoreCap Advisors
Michigan
$12.7K +$12.7K +1,058 New
GRP
83
Global Retirement Partners
California
$12K – – –
SAM
84
S.A. Mason
Michigan
$8.95K -$38.2K -3,183 -81%
MIM
85
Macroview Investment Management
Maryland
$8.34K – – –
FHA
86
First Horizon Advisors
Tennessee
$7.2K – – –
AF
87
Allworth Financial
California
$6.6K – – –
CWC
88
Carolinas Wealth Consulting
North Carolina
$6K +$6K +500 New
AIM
89
Anchor Investment Management
South Carolina
$5.06K – – –
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$5.06K +$288 +24 +6%
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.81K +$24 +2 +0.5%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +353 New
FP
93
Financial Perspectives
Minnesota
$3.83K – – –
IRC
94
Investors Research Corp
Georgia
$3.29K – – –
S
95
SignatureFD
Georgia
$2.41K – – –
KA
96
Kozak & Associates
Colorado
$2.3K +$35 +3 +2%
TRCT
97
Tower Research Capital (TRC)
New York
$24 -$108 -9 -82%
HKAM
98
Horizon Kinetics Asset Management
New York
– -$384K -32,702 Closed
WAM
99
Weiss Asset Management
Massachusetts
– -$348K -29,674 Closed
CCP
100
Clough Capital Partners
Massachusetts
– -$197K -16,800 Closed
1 2 3
4
5