We are live on ! Find out more
IIM icon

Invesco Value Municipal Income Trust

88 hedge funds and large institutions have $90.6M invested in Invesco Value Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

1.13% more ownership

Funds ownership: 13.85%14.98% (+1.1%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 8888 (0)

0% less capital invested

Capital invested by funds: $90.8M → $90.6M (-$224K)

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$13.7M -$421K -32,107 -3%
Bank of America
2
Bank of America
North Carolina
$10.4M +$5.93M +452,260 +127%
Morgan Stanley
3
Morgan Stanley
New York
$7.44M +$2.87M +218,732 +61%
GC
4
Guggenheim Capital
Illinois
$6.77M +$1.02M +77,468 +17%
SIA
5
Sit Investment Associates
Minnesota
$6.55M -$353K -26,899 -5%
AAM
6
Advisors Asset Management
Colorado
$4.88M +$352K +26,837 +8%
Wells Fargo
7
Wells Fargo
California
$4.44M -$1.1M -83,880 -20%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.21M +$2.43M +185,177 +289%
LPL Financial
9
LPL Financial
California
$2.85M -$29.2K -2,227 -1%
VanEck Associates
10
VanEck Associates
New York
$2.76M +$134K +10,196 +5%
BlackRock
11
BlackRock
New York
$2.66M +$2.71M +206,862 New
UBS Group
12
UBS Group
Switzerland
$2.24M -$2.69M -205,169 -54%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.54M +$76.7K +5,849 +5%
DLG
14
Daniel L. Goodwin
$1.41M
CAN
15
Cetera Advisor Networks
California
$1.21M +$409K +31,210 +50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.08M -$1.34K -102 -0.1%
CIA
17
Capital Investment Advisors
Georgia
$1.04M -$6.75K -515 -0.6%
FM
18
Family Management
New York
$747K +$32.8K +2,500 +5%
PAG
19
Private Advisor Group
New Jersey
$744K +$757K +57,783 New
CNBTD
20
Citizens National Bank Trust Department
Mississippi
$741K +$139K +10,600 +23%
WQ
21
Wealth Quarterback
New Jersey
$731K +$744K +56,785 New
DFG
22
Delphi Financial Group
Delaware
$730K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$652K +$245K +18,699 +58%
PWS
24
Private Wealth Strategies
Ohio
$610K +$8.73K +666 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$569K -$3.42K -261 -0.6%

IIM Hedge Fund Activity: Q2 2022 in Review

88 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q2 2022, worth a combined $90.6M — down 0.25% from $90.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IIM positions and 12 closed out — a net gain of 1 holder — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $5.93M. The largest seller was UBS Group, cutting an estimated $2.69M.

  • 88 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $90.6M of Invesco Value Municipal Income Trust stock for Q2 2022, down 0.25% quarter-over-quarter.
  • 13 funds opened new Invesco Value Municipal Income Trust positions in Q2 2022 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Value Municipal Income Trust buyer in Q2 2022 was Bank of America, an estimated $5.93M added.
  • The largest Invesco Value Municipal Income Trust seller in Q2 2022 was UBS Group, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2022.