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Invesco Value Municipal Income Trust
IIM

Overview Fund Activity

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, 26 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Whipplewood Advisors
Colorado
$890K
2
Wells Fargo
Wells Fargo
California
$5.46M
3
Morgan Stanley
Morgan Stanley
New York
$7.76M
4
Jane Street
Jane Street
New York
$270K
5
UBS Group
UBS Group
Switzerland
$7.04M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$5.7M
2
RC
Rareview Capital
Nevada
$0
3
LPL Financial
LPL Financial
California
$2.01M
4
RIL
Rothschild Investment LLC
Illinois
$4.95K
5
AAM
Advisors Asset Management
Colorado
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.4M -$178K -15,257 -0.9%
GC
2
Guggenheim Capital
Illinois
$9.17M +$11.7K +1,001 +0.1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.48M -$541K -46,474 -6%
Morgan Stanley
4
Morgan Stanley
New York
$7.76M +$282K +24,196 +4%
UBS Group
5
UBS Group
Switzerland
$7.04M +$265K +22,785 +4%
RCM
6
Robinson Capital Management
Michigan
$5.7M -$2.26M -194,418 -28%
Wells Fargo
7
Wells Fargo
California
$5.46M +$752K +64,573 +16%
AAM
8
Advisors Asset Management
Colorado
$3.15M -$542K -46,536 -15%
VanEck Associates
9
VanEck Associates
New York
$2.68M -$9.58K -823 -0.4%
Raymond James Financial
10
Raymond James Financial
Florida
$2.29M -$90.8K -7,801 -4%
LPL Financial
11
LPL Financial
California
$2.01M -$1.08M -92,606 -35%
WCMNY
12
Westchester Capital Management (New York)
New York
$1.92M – – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.84M +$141K +12,147 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.67M +$23K +1,972 +1%
SIA
15
Sit Investment Associates
Minnesota
$1.66M – – –
KIG
16
Kennedy Investment Group
New Jersey
$1.57M -$155K -13,353 -9%
Stifel Financial
17
Stifel Financial
Missouri
$1.21M -$49.2K -4,228 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.11M -$132K -11,316 -11%
LA
19
LexAurum Advisors
Kansas
$1.09M +$18.6K +1,599 +2%
Goldman Sachs
20
Goldman Sachs
New York
$921K -$30.3K -2,600 -3%
WA
21
Whipplewood Advisors
Colorado
$890K +$887K +76,231 +33,000%
Osaic Holdings
22
Osaic Holdings
Arizona
$841K -$81.3K -6,844 -9%
WWM
23
Wagner Wealth Management
South Carolina
$831K +$248K +21,311 +43%
NA
24
NewEdge Advisors
Louisiana
$752K +$79.9K +6,866 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$694K +$20K +1,721 +3%
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