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Invesco Value Municipal Income Trust
IIM

89 hedge funds and large institutions have $103M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 88 → 89 (+1)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0.94% less ownership

Funds ownership: 19.7% → 18.76% (-0.94%)

8% less capital invested

Capital invested by funds: $112M → $103M (-$9.11M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Whipplewood Advisors
Colorado
+$892K
2
Wells Fargo
Wells Fargo
California
+$756K
3
Morgan Stanley
Morgan Stanley
New York
+$283K
4
Jane Street
Jane Street
New York
+$271K
5
UBS Group
UBS Group
Switzerland
+$267K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.27M
2
RC
Rareview Capital
Nevada
-$1.75M
3
LPL Financial
LPL Financial
California
-$1.08M
4
RIL
Rothschild Investment LLC
Illinois
-$720K
5
AAM
Advisors Asset Management
Colorado
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
76
Global Retirement Partners
California
$11.6K +$11.7K +1,000 New
AWM
77
Activest Wealth Management
Florida
$9.31K – – –
NFSG
78
Newbridge Financial Services Group
Florida
$7.9K +$7.94K +679 New
FHA
79
First Horizon Advisors
Tennessee
$6.98K – – –
RIL
80
Rothschild Investment LLC
Illinois
$4.95K -$720K -61,500 -99%
AIM
81
Anchor Investment Management
South Carolina
$4.91K – – –
JP Morgan Chase
82
JP Morgan Chase
New York
$4.35K – – –
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.12K +$82 +7 +2%
FP
84
Financial Perspectives
Minnesota
$3.71K – – –
IRC
85
Investors Research Corp
Georgia
$3.19K – – –
GI
86
GAMMA Investing
California
$2.92K – – –
KA
87
Kozak & Associates
Colorado
$2.49K +$47 +4 +2%
S
88
SignatureFD
Georgia
$2.34K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$47 – – –
RC
90
Rareview Capital
Nevada
– -$1.75M -146,461 Closed
WANY
91
Wealthspire Advisors (New York)
New York
– -$515K -43,000 Closed
Invesco
92
Invesco
Georgia
– -$407K -34,023 Closed
VF
93
Virtu Financial
New York
– -$235K -19,654 Closed
HF
94
HRT Financial
New York
– -$165K -13,848 Closed
AAS
95
Avantax Advisory Services
Texas
– -$127K -10,616 Closed
FFA
96
Farther Finance Advisors
California
– -$27.5K -2,290 Closed
CWC
97
Carolinas Wealth Consulting
North Carolina
– -$5.99K -500 Closed
MFA
98
McClarren Financial Advisors
Pennsylvania
– -$5K -11 Closed
1 2 3
4

IIM Hedge Fund Activity: Q2 2025 in Review

89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q2 2025, worth a combined $103M — down 8.1% from $112M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IIM positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Whipplewood Advisors, adding an estimated $892K. The largest seller was Robinson Capital Management, cutting an estimated $2.27M.

  • 89 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $103M of Invesco Value Municipal Income Trust stock for Q2 2025, down 8.1% quarter-over-quarter.
  • 11 funds opened new Invesco Value Municipal Income Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Value Municipal Income Trust buyer in Q2 2025 was Whipplewood Advisors, an estimated $892K added.
  • The largest Invesco Value Municipal Income Trust seller in Q2 2025 was Robinson Capital Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2025.