Invesco Value Municipal Income Trust
IIM
94 hedge funds and large institutions have $108M invested in Invesco Value Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
8% more funds holding
Funds holding: 87 → 94 (+7)
0.07% more ownership
Funds ownership: 18.56% → 18.63% (+0.07%)
0% less capital invested
Capital invested by funds: $108M → $108M (-$39.2K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.61M |
| 2 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$2.12M |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$1.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
| 5 |
HF
HRT Financial
New York
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$2.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.61M |
| 3 |
GP
Gridiron Partners
Wexford,
Pennsylvania
|
-$1.52M |
| 4 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$1.39M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$748K |
IIM Hedge Fund Activity: Q4 2025 in Review
94 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Invesco Value Municipal Income Trust (IIM) for Q4 2025, worth a combined $108M — down 0.04% from $108M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IIM positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $2.61M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $2.41M.
- 94 institutional investors held Invesco Value Municipal Income Trust (IIM) as of Q4 2025, up from 87 in Q3 2025.
- Funds reported $108M of Invesco Value Municipal Income Trust stock for Q4 2025, down 0.04% quarter-over-quarter.
- 16 funds opened new Invesco Value Municipal Income Trust positions in Q4 2025 and 8 closed out, a net change of +8 holders.
- The largest Invesco Value Municipal Income Trust buyer in Q4 2025 was Guggenheim Capital, an estimated $2.61M added.
- The largest Invesco Value Municipal Income Trust seller in Q4 2025 was Hennion & Walsh Asset Management, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2025.