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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

88 hedge funds and large institutions have $112M invested in Invesco Value Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
88
Holders Change
-11
Holders Change %
-11.11%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
26
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
LA
2
LexAurum Advisors
Kansas
$1.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.69M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$1.97M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$915K
2
CW
2
Curio Wealth
Maryland
$32.3K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$9.28M
5
VanEck Associates
5
VanEck Associates
New York
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.2M 1,769,681 +96,363 +6%
GC
2
Guggenheim Capital
Illinois
$9.42M 786,651 -10,465 -1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$9.28M 775,390 -190,253 -20%
RCM
4
Robinson Capital Management
Michigan
$8.19M 684,436 +41,996 +7%
Morgan Stanley
5
Morgan Stanley
New York
$7.69M 642,709 +82,200 +15%
UBS Group
6
UBS Group
Switzerland
$6.97M 582,403 +46,316 +9%
Wells Fargo
7
Wells Fargo
California
$4.84M 404,119 +70,680 +21%
AAM
8
Advisors Asset Management
Colorado
$3.8M 317,258 -89,058 -22%
LPL Financial
9
LPL Financial
California
$3.17M 265,089 +17,786 +7%
VanEck Associates
10
VanEck Associates
New York
$2.77M 231,274 -120,445 -34%
Raymond James Financial
11
Raymond James Financial
Florida
$2.45M 204,349 +10,067 +5%
WCMNY
12
Westchester Capital Management (New York)
New York
$1.97M 164,527 +76,307 +86%
KIG
13
Kennedy Investment Group
New Jersey
$1.78M 148,425 -19,312 -12%
RC
14
Rareview Capital
Nevada
$1.75M 146,461 -4,391 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.75M 146,213 -2,535 -2%
SIA
16
Sit Investment Associates
Minnesota
$1.7M 142,279 -6,300 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.7M 141,603 +7,542 +6%
Stifel Financial
18
Stifel Financial
Missouri
$1.3M 108,432 +37,470 +53%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.28M 106,991 -1,324 -1%
LA
20
LexAurum Advisors
Kansas
$1.1M 92,258 +92,258 New
Goldman Sachs
21
Goldman Sachs
New York
$979K 81,747 +58,134 +246%
Osaic Holdings
22
Osaic Holdings
Arizona
$929K 77,637 +5,675 +8%
WA
23
Whipplewood Advisors
Colorado
$915K 231 -75,391 -100%
CIA
24
Capital Investment Advisors
Georgia
$785K 65,588 -2,788 -4%
RIL
25
Rothschild Investment LLC
Illinois
$741K 61,925 -2,500 -4%
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