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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-11
Holders Change %
-11.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
26
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
LA
2
LexAurum Advisors
Kansas
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.69M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$1.97M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$915K
2
CW
2
Curio Wealth
Maryland
$32.3K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$9.28M
5
VanEck Associates
5
VanEck Associates
New York
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
76
First Horizon Advisors
Tennessee
$7.18K – – –
CWC
77
Carolinas Wealth Consulting
North Carolina
$5.99K – – –
AIM
78
Anchor Investment Management
South Carolina
$5.05K – – –
MFA
79
McClarren Financial Advisors
Pennsylvania
$5K +$5K +11 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$4.48K – – –
BCMLT
81
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.15K -$766 -64 -16%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FP
83
Financial Perspectives
Minnesota
$3.82K – – –
IRC
84
Investors Research Corp
Georgia
$3.28K – – –
GI
85
GAMMA Investing
California
$3K – – –
KA
86
Kozak & Associates
Colorado
$2.41K +$46 +4 +2%
S
87
SignatureFD
Georgia
$2.41K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$48 – – –
RCM
89
Rivernorth Capital Management
Florida
– -$8.85M -744,150 Closed
NFG
90
Nations Financial Group
Iowa
– -$395K -33,250 Closed
Nomura Holdings
91
Nomura Holdings
Japan
– -$277K -23,270 Closed
RAM
92
Readystate Asset Management
Illinois
– -$230K -19,345 Closed
LCM
93
Landscape Capital Management
New Jersey
– -$228K -19,147 Closed
Walleye Capital
94
Walleye Capital
New York
– -$200K -16,846 Closed
AA
95
AQR Arbitrage
Connecticut
– -$180K -15,171 Closed
TL
96
Tradewinds LLC
North Carolina
– -$176K -14,361 Closed
Corient Private Wealth
97
Corient Private Wealth
Florida
– -$148K -12,450 Closed
Baird Financial Group
98
Baird Financial Group
Wisconsin
– -$133K -11,179 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$125K -10,524 Closed
AC
100
Aristides Capital
Kentucky
– -$124K -10,460 Closed
1 2 3
4
5