We are live on ! Find out more
IIM icon

Invesco Value Municipal Income Trust

95 hedge funds and large institutions have $100M invested in Invesco Value Municipal Income Trust in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 9495 (+1)

1.16% less ownership

Funds ownership: 18.63%17.47% (-1.2%)

7% less capital invested

Capital invested by funds: $108M → $100M (-$8.03M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
28
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Penserra Capital Management
California
$14K +$14.6K +1,156 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$12.3K
HNB
78
Huntington National Bank
Ohio
$11.5K
AWM
79
Activest Wealth Management
Florida
$9.73K +$10.1K +800 New
MCA
80
McGuire Capital Advisors
Oklahoma
$7.44K +$76 +6 +1%
FHC
81
First Horizon Corporation
Tennessee
$7.3K
DWP
82
Destiny Wealth Partners
Florida
$6.28K +$6.5K +516 New
AWM
83
Abound Wealth Management
Tennessee
$6.08K +$6.29K +500 New
HWP
84
Highline Wealth Partners
California
$5.71K -$6.67K -530 -53%
RIL
85
Rothschild Investment LLC
Illinois
$5.17K
AIM
86
Anchor Investment Management
South Carolina
$5.13K
JP Morgan Chase
87
JP Morgan Chase
New York
$4.44K
FP
88
Financial Perspectives
Minnesota
$3.88K
IRC
89
Investors Research Corp
Georgia
$3.33K
KA
90
Kozak & Associates
Colorado
$2.84K +$50 +4 +2%
S
91
SignatureFD
Georgia
$2.44K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$706 +$743 +59 New
CH
93
CDKV Holdings
Colorado
$268
TRCT
94
Tower Research Capital (TRC)
New York
$97 -$4.91K -390 -98%
GI
95
GAMMA Investing
California
$12 -$3.15K -250 -100%
IAIM
96
International Assets Investment Management
Florida
$12
RCM
97
Robinson Capital Management
Michigan
-$2.87M -232,777 Closed
HF
98
HRT Financial
New York
-$656K -53,266 Closed
Lido Advisors
99
Lido Advisors
California
-$621K -49,521 Closed
CCG
100
Catalina Capital Group
California
-$279K -22,641 Closed