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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

94 hedge funds and large institutions have $130M invested in Invesco Value Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
25
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.37M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.87M
5
Stifel Financial
5
Stifel Financial
Missouri
$909K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$539K
2
RCM
2
Rivernorth Capital Management
Florida
$9.71M
3
FPCP
3
Fort Point Capital Partners
California
$0
4
AA
4
AQR Arbitrage
Connecticut
$2.17M
5
NMC
5
Nine Masts Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$22.8K +$734 +57 +3%
DWM
77
Darwin Wealth Management
Florida
$19K +$19K +1,473 New
CA
78
CoreCap Advisors
Michigan
$13.6K – – –
GRP
79
Global Retirement Partners
California
$12.9K – – –
AWM
80
Activest Wealth Management
Florida
$10.3K +$10.3K +800 New
MIM
81
Macroview Investment Management
Maryland
$8.95K – – –
FHA
82
First Horizon Advisors
Tennessee
$7.73K – – –
AF
83
Allworth Financial
California
$7.08K – – –
CWC
84
Carolinas Wealth Consulting
North Carolina
$6.44K – – –
PS
85
Planned Solutions
California
$5.98K +$5.98K +464 New
AIM
86
Anchor Investment Management
South Carolina
$5.44K – – –
BCMLT
87
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.19K +$13 +1 +0.2%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$4.82K – – –
FP
89
Financial Perspectives
Minnesota
$4.11K – – –
IRC
90
Investors Research Corp
Georgia
$3.53K – – –
GI
91
GAMMA Investing
California
$3.23K +$3.23K +251 New
KA
92
Kozak & Associates
Colorado
$2.56K +$51 +4 +2%
TRCT
93
Tower Research Capital (TRC)
New York
$52 – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$13 – – –
FPCP
95
Fort Point Capital Partners
California
– -$2.43M -197,207 Closed
NMC
96
Nine Masts Capital
Hong Kong
– -$1.3M -105,345 Closed
AGM
97
Alpine Global Management
New York
– -$494K -40,000 Closed
LCM
98
Landscape Capital Management
New Jersey
– -$321K -26,030 Closed
WS
99
Wedbush Securities
California
– -$164K -13,279 Closed
TIAA Trust, National Association
100
TIAA Trust, National Association
North Carolina
– -$152K -12,318 Closed
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4
5