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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

98 hedge funds and large institutions have $136M invested in Invesco Value Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
28
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$13.7M
2
RCM
2
Rivernorth Capital Management
Florida
$13.1M
3
WANY
3
Wealthspire Advisors (New York)
New York
$1.18M
4
AIA
4
Absolute Investment Advisers
Florida
$807K
5
AGM
5
Alpine Global Management
New York
$494K

Top Sellers

1
LFA
1
Livelsberger Financial Advisory
Ohio
$0
2
LSC
2
Logan Stone Capital
Illinois
$5.53M
3
LWL
3
Leo Wealth LLC
Texas
$0
4
LCM
4
Landscape Capital Management
New Jersey
$321K
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Hilltop National Bank
Wyoming
$36.5K -$44.1K -3,570 -55%
SPIA
77
Steward Partners Investment Advisory
New York
$28.3K – – –
SWM
78
Sugarloaf Wealth Management
Georgia
$24.7K +$370 +30 +2%
CT
79
Colonial Trust
South Carolina
$24.3K +$24.3K +1,967 New
AF
80
Advisornet Financial
Minnesota
$23.3K – – –
MG
81
Mather Group
Illinois
$20.6K +$20.6K +1,715 New
CA
82
CoreCap Advisors
Michigan
$13.1K – – –
GRP
83
Global Retirement Partners
California
$12.3K – – –
WPA
84
West Paces Advisors
Georgia
$12K +$12K +975 New
MIM
85
Macroview Investment Management
Maryland
$8.58K – – –
FHA
86
First Horizon Advisors
Tennessee
$7.4K – – –
LFG
87
Larson Financial Group
Missouri
$7.4K +$7.4K +600 New
AF
88
Allworth Financial
California
$6.73K – – –
CWC
89
Carolinas Wealth Consulting
North Carolina
$6.17K – – –
AIM
90
Anchor Investment Management
South Carolina
$5.21K – – –
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.96K +$12 +1 +0.2%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$4.62K -$592 -48 -11%
FP
93
Financial Perspectives
Minnesota
$3.94K – – –
IRC
94
Investors Research Corp
Georgia
$3.38K – – –
S
95
SignatureFD
Georgia
$2.48K – – –
KA
96
Kozak & Associates
Colorado
$2.46K +$25 +2 +1%
TRCT
97
Tower Research Capital (TRC)
New York
$49 +$25 +2 +100%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$12 +$12 +1 New
LFA
99
Livelsberger Financial Advisory
Ohio
– -$2.09M -178,984 Closed
LWL
100
Leo Wealth LLC
Texas
– -$1.69M -140,745 Closed
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4
5