Invesco Value Municipal Income Trust
IIM
87 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 10 closing their positions.
5% more capital invested
Capital invested by funds: $103M → $108M (+$5.29M)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0.2% less ownership
Funds ownership: 18.76% → 18.56% (-0.2%)
2% less funds holding
Funds holding: 89 → 87 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.45M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 3 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
+$1.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.43M |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$2.62M |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$1.92M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.83M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$944K |
| 5 |
Goldman Sachs
New York
|
-$654K |
IIM Hedge Fund Activity: Q3 2025 in Review
87 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q3 2025, worth a combined $108M — up 5.1% from $103M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IIM and 9 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.45M. The largest seller was Robinson Capital Management, cutting an estimated $2.62M.
- 87 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q3 2025, down from 89 in Q2 2025.
- Funds reported $108M of Invesco Value Municipal Income Trust stock for Q3 2025, up 5.1% quarter-over-quarter.
- 9 funds opened new Invesco Value Municipal Income Trust positions in Q3 2025 and 10 closed out, a net change of -1 holder.
- The largest Invesco Value Municipal Income Trust buyer in Q3 2025 was Guggenheim Capital, an estimated $1.45M added.
- The largest Invesco Value Municipal Income Trust seller in Q3 2025 was Robinson Capital Management, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2025.