Invesco Value Municipal Income Trust
IIM
89 hedge funds and large institutions have $103M invested in Invesco Value Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 88 → 89 (+1)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0.94% less ownership
Funds ownership: 19.7% → 18.76% (-0.94%)
8% less capital invested
Capital invested by funds: $112M → $103M (-$9.11M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$892K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$756K |
| 3 |
Morgan Stanley
New York
|
+$283K |
| 4 |
Jane Street
New York
|
+$271K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$2.27M |
| 2 |
RC
Rareview Capital
Las Vegas,
Nevada
|
-$1.75M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.08M |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$720K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$544K |
IIM Hedge Fund Activity: Q2 2025 in Review
89 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q2 2025, worth a combined $103M — down 8.1% from $112M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IIM positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Whipplewood Advisors, adding an estimated $892K. The largest seller was Robinson Capital Management, cutting an estimated $2.27M.
- 89 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q2 2025, up from 88 in Q1 2025.
- Funds reported $103M of Invesco Value Municipal Income Trust stock for Q2 2025, down 8.1% quarter-over-quarter.
- 11 funds opened new Invesco Value Municipal Income Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
- The largest Invesco Value Municipal Income Trust buyer in Q2 2025 was Whipplewood Advisors, an estimated $892K added.
- The largest Invesco Value Municipal Income Trust seller in Q2 2025 was Robinson Capital Management, an estimated $2.27M sold.
Based on aggregated 13F filings for Q2 2025.