Invesco Value Municipal Income Trust
IIM
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.
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: 94 → 95 (+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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CEFA
101
Closed-End Fund Advisors
Richmond,
Virginia
| – | -$279K | -22,641 | Closed |
|
|
ATPW
102
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$238K | -19,321 | Closed |
|
103
Mariner
Overland Park,
Kansas
| – | -$237K | -19,223 | Closed |
|
104
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$221K | -17,946 | Closed |
|
|
VF
105
Virtu Financial
New York
| – | -$169K | -13,751 | Closed |
|
|
LA
106
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$149K | -12,080 | Closed |
|
|
OC
107
Oppenheimer & Co
New York
| – | -$125K | -10,121 | Closed |
|
|
GAFA
108
Garton & Associates Financial Advisors
Louisville,
Kentucky
| – | -$41.4K | -3,363 | Closed |
|
|
PWPS
109
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$3.7K | -300 | Closed |
|
|
FHA
110
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$3.38K | -274 | Closed |
|
IIM Hedge Fund Activity: Q1 2026 in Review
95 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q1 2026, worth a combined $100M — down 7.4% from $108M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IIM positions and 14 closed out — a net gain of 3 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $2.95M. The largest seller was Bank of America, cutting an estimated $5.96M.
- 95 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q1 2026, up from 94 in Q4 2025.
- Funds reported $100M of Invesco Value Municipal Income Trust stock for Q1 2026, down 7.4% quarter-over-quarter.
- 17 funds opened new Invesco Value Municipal Income Trust positions in Q1 2026 and 14 closed out, a net change of +3 holders.
- The largest Invesco Value Municipal Income Trust buyer in Q1 2026 was Arkadios Wealth Advisors, an estimated $2.95M added.
- The largest Invesco Value Municipal Income Trust seller in Q1 2026 was Bank of America, an estimated $5.96M sold.
Based on aggregated 13F filings for Q1 2026.