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Invesco Value Municipal Income Trust

94 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

8% more funds holding

Funds holding: 8794 (+7)

0.07% more ownership

Funds ownership: 18.56%18.63% (+0.07%)

0% less capital invested

Capital invested by funds: $108M → $108M (-$39.2K)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
28
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
76
Measured Wealth Private Client Group
New Hampshire
$16.4K
GRP
77
Global Retirement Partners
California
$15.9K +$3.62K +290 +29%
HWP
78
Highline Wealth Partners
California
$12.3K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$12K
MCA
80
McGuire Capital Advisors
Oklahoma
$7.46K +$7.57K +606 New
FHC
81
First Horizon Corporation
Tennessee
$7.39K
RIL
82
Rothschild Investment LLC
Illinois
$5.24K
AIM
83
Anchor Investment Management
South Carolina
$5.2K
TRCT
84
Tower Research Capital (TRC)
New York
$4.9K +$4.92K +394 +9,850%
JP Morgan Chase
85
JP Morgan Chase
New York
$4.61K
FP
86
Financial Perspectives
Minnesota
$3.93K
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$3.7K +$3.75K +300 New
IRC
88
Investors Research Corp
Georgia
$3.38K
FHA
89
Flagship Harbor Advisors
Massachusetts
$3.38K +$3.42K +274 New
GI
90
GAMMA Investing
California
$3.09K
KA
91
Kozak & Associates
Colorado
$2.79K +$37 +3 +1%
S
92
SignatureFD
Georgia
$2.48K
CH
93
CDKV Holdings
Colorado
$272 +$275 +22 New
IAIM
94
International Assets Investment Management
Florida
$12 +$12 +1 New
SIA
95
Sit Investment Associates
Minnesota
-$1.61M -128,274 Closed
KIG
96
Kennedy Investment Group
New Jersey
-$1.39M -111,076 Closed
GVAG
97
Great Valley Advisor Group
Delaware
-$547K -43,592 Closed
UWP
98
Uniting Wealth Partners
Kansas
-$172K -13,686 Closed
SAM
99
Smartleaf Asset Management
Massachusetts
-$54.2K -4,333 Closed
CW
100
Curio Wealth
Maryland
-$29.5K -2,347 Closed