IIM INVESCO VALUE MUN INCOME TR: institutional ownership and insider trading

93 funds reported holding $99.5M of INVESCO VALUE MUN INCOME TR in their latest 13F filings; in Q2 2026 funds net sold $2.33M, with 3 new positions and 13 funds selling out.

Largest institutional holders of IIM

  1. GUGGENHEIM CAPITAL LLC — $12.6M
  2. Hennion & Walsh Asset Management, Inc. — $12.0M
  3. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $9.07M
  4. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $8.81M
  5. UBS Group AG (UBS) — $7.51M
  6. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $7.28M
  7. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $4.05M
  8. Wagner Wealth Management, LLC — $3.72M
  9. VAN ECK ASSOCIATES CORP — $3.43M
  10. LPL Financial LLC — $2.79M

All IIM 13F holders