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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

99 hedge funds and large institutions have $120M invested in Invesco Value Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.94M
2
RCM
2
Robinson Capital Management
Michigan
$7.64M
3
Bank of America
3
Bank of America
North Carolina
$19.9M
4
VanEck Associates
4
VanEck Associates
New York
$4.18M
5
Lido Advisors
5
Lido Advisors
California
$589K

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$180K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$11.5M
3
AIA
3
Absolute Investment Advisers
Florida
$0
4
WANY
4
Wealthspire Advisors (New York)
New York
$511K
5
AAM
5
Advisors Asset Management
Colorado
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$48.2K +$48.2K +4,051 New
SSB
77
Sandy Spring Bank
Maryland
$47.6K – – –
CW
78
Curio Wealth
Maryland
$32.3K +$32.3K +2,721 New
AF
79
Allworth Financial
California
$27.1K +$20.5K +1,705 +310%
LFG
80
Larson Financial Group
Missouri
$23.8K – – –
AF
81
Advisornet Financial
Minnesota
$22.4K – – –
MG
82
Mather Group
Illinois
$21.5K +$404 +34 +2%
DWM
83
Darwin Wealth Management
Florida
$17.5K – – –
CA
84
CoreCap Advisors
Michigan
$12.6K – – –
GRP
85
Global Retirement Partners
California
$11.9K – – –
AWM
86
Activest Wealth Management
Florida
$9.51K – – –
FHA
87
First Horizon Advisors
Tennessee
$7.13K – – –
CWC
88
Carolinas Wealth Consulting
North Carolina
$5.95K – – –
AIM
89
Anchor Investment Management
South Carolina
$5.02K – – –
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.88K +$95 +8 +2%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$4.45K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +360 New
FP
93
Financial Perspectives
Minnesota
$3.79K – – –
IRC
94
Investors Research Corp
Georgia
$3.26K – – –
GI
95
GAMMA Investing
California
$2.98K – – –
KA
96
Kozak & Associates
Colorado
$2.5K +$37 +3 +1%
S
97
SignatureFD
Georgia
$2.39K -$27.6K -2,325 -92%
TRCT
98
Tower Research Capital (TRC)
New York
$48 – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$12 – – –
AIA
100
Absolute Investment Advisers
Florida
– -$842K -65,400 Closed
1 2 3
4
5