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Invesco Value Municipal Income Trust
$12.93 +0.07 (+0.54%) At close · Jul 2
Market Cap
$609.02M
Shares
47,101,635

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 96
Total Value: $100,006,173
Total Shares: 8,223,987

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 96 13F filers
Top Holder
14.8%
Jun 2023 → Mar 2026 · range 9.4% – 19.9%
of institutional value
Top 5
51.7%
Jun 2023 → Mar 2026 · range 39.0% – 53.7%
of institutional value
Top 10
71.2%
Jun 2023 → Mar 2026 · range 60.8% – 71.2%
of institutional value
HHI
696
Jun 2023 → Mar 2026 · range 471 – 794
Broadly held
Showing 96 of 96
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BANK OF AMERICA CORP /DE/ Bank $14,768,137 14.77% 1,214,485
Large GUGGENHEIM CAPITAL LLC $12,699,356 12.70% 1,044,355
Mid Hennion & Walsh Asset Management, Inc. $8,664,547 8.66% 712,545
Mega MORGAN STANLEY $8,291,757 8.29% 681,888
Mega WELLS FARGO & COMPANY/MN $7,270,183 7.27% 597,877
Mega UBS Group AG $7,158,288 7.16% 588,675
Mega VAN ECK ASSOCIATES CORP $3,185,834 3.19% 261,993
Mega RAYMOND JAMES FINANCIAL INC $3,158,876 3.16% 259,776
Small Wagner Wealth Management, LLC $3,114,139 3.11% 256,097
Mid Arkadios Wealth Advisors $2,849,428 2.85% 234,328
Mega LPL Financial LLC $2,266,064 2.27% 186,354
Large Cetera Investment Advisers $2,071,991 2.07% 170,394
Mid HUB Investment Partners, LLC $2,067,151 2.07% 169,996
Large COMMONWEALTH EQUITY SERVICES, LLC $2,010,400 2.01% 165,329
Large NewEdge Advisors, LLC $1,321,646 1.32% 108,688
Large STIFEL FINANCIAL CORP $1,291,574 1.29% 106,215
Large OSAIC HOLDINGS, INC. $1,160,781 1.16% 95,459
Large Rockefeller Capital Management L.P. $1,114,184 1.11% 91,627
Micro Whipplewood Advisors, LLC $995,758 1.00% 81,888
Mid D.A. DAVIDSON & CO. $882,062 0.88% 72,538
Mega ROYAL BANK OF CANADA Bank $798,145 0.80% 65,637
Mega AMERIPRISE FINANCIAL INC $722,729 0.72% 59,435
Large Cambridge Investment Research Advisors, Inc. $709,633 0.71% 58,358
Large &PARTNERS $638,618 0.64% 52,518
Small Retirement Planning Group, LLC Pension $553,912 0.55% 45,552
Mid Capital Investment Advisors, LLC $539,770 0.54% 44,389
Small LexAurum Advisors, LLC $531,440 0.53% 43,704
Small Davis Investment Partners, LLC $522,952 0.52% 43,006
Mid Advisors Asset Management, Inc. $507,534 0.51% 41,738
Mega JANE STREET GROUP, LLC $458,480 0.46% 37,704
Small Tyche Wealth Partners LLC $423,654 0.42% 34,840
Small Wealth Quarterback LLC $375,464 0.38% 30,877
Small Cornerstone Wealth Management, LLC $339,908 0.34% 27,953
Small Fortitude Advisory Group L.L.C. $323,456 0.32% 26,600
Mid Private Advisor Group, LLC $316,585 0.32% 26,035
Mid Savant Capital, LLC $313,351 0.31% 25,769
Micro Gridiron Partners, LLC $306,833 0.31% 25,233
Mid Concurrent Investment Advisors, LLC $297,080 0.30% 24,431
Large CIBC Bancorp USA Inc. Bank $295,779 0.30% 24,324
Mega GOLDMAN SACHS GROUP INC $287,134 0.29% 23,613
Large Kestra Advisory Services, LLC $262,084 0.26% 21,553
Micro WESCAP Management Group, Inc. $246,167 0.25% 20,244
Mega Nuveen, LLC $234,092 0.23% 19,251
Mid Integrated Wealth Concepts LLC $221,312 0.22% 18,200
Mid HOLLENCREST CAPITAL MANAGEMENT $221,068 0.22% 18,180
Small Family Manage LLC $213,116 0.21% 17,526
Micro Lauer Wealth, LLC $200,640 0.20% 16,500
Micro Zinnia Wealth Advisory, LLC $173,608 0.17% 14,277
Small Uniting Wealth Partners, LLC $168,695 0.17% 13,873
Large US BANCORP \DE\ Bank $159,259 0.16% 13,097
Small Plan Group Financial, LLC $156,438 0.16% 12,865
Small Avior Wealth Management, LLC $153,216 0.15% 12,600
Small River Street Advisors LLC $152,170 0.15% 12,514
Mid Beacon Pointe Advisors, LLC $151,416 0.15% 12,452
Large Quantinno Capital Management LP $150,285 0.15% 12,359
Small Maridea Wealth Management LLC $147,865 0.15% 12,160
Small Citizens National Bank Trust Department Bank $147,136 0.15% 12,100
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $144,205 0.14% 11,859
Large CAPTRUST FINANCIAL ADVISORS $139,560 0.14% 11,477
Mega ENVESTNET ASSET MANAGEMENT INC $138,137 0.14% 11,360
Large Marex Group plc $124,032 0.12% 10,200
Mid WEDBUSH SECURITIES INC Broker-Dealer $121,976 0.12% 10,031
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $92,841 0.09% 7,635
Small Hilltop National Bank Bank $53,567 0.05% 4,208
Mid Atlantic Union Bankshares Corp $48,640 0.05% 4,000
Large Steward Partners Investment Advisory, LLC $48,640 0.05% 4,000
Small Aventura Private Wealth, LLC $42,560 0.04% 3,500
Mid Allworth Financial LP $35,568 0.04% 2,925
Mid HARBOUR INVESTMENTS, INC. $33,865 0.03% 2,785
Mega PNC FINANCIAL SERVICES GROUP, INC. $23,031 0.02% 1,894
Small AdvisorNet Financial, Inc $22,921 0.02% 1,885
Small Darwin Wealth Management, LLC $17,911 0.02% 1,473
Small CoreCap Advisors, LLC $16,513 0.02% 1,358
Small Measured Wealth Private Client Group, LLC $16,221 0.02% 1,334
Mid Penserra Capital Management LLC $14,056 0.01% 1,156
Small Hanson & Doremus Investment Management $13,838 0.01% 1,138
Large CWM, LLC $12,330 0.01% 1,014
Large HUNTINGTON NATIONAL BANK Bank $11,515 0.01% 947
Small Activest Wealth Management $9,728 0.01% 800
Small MCGUIRE CAPITAL ADVISORS INC $7,441 0.01% 612
Mid FIRST HORIZON CORP $7,296 0.01% 600
Small Destiny Wealth Partners, LLC $6,274 0.01% 516
Micro Abound Wealth Management $6,080 0.01% 500
Small HIGHLINE WEALTH PARTNERS LLC $5,715 0.01% 470
Mid ROTHSCHILD INVESTMENT LLC $5,168 0.01% 425
Small Anchor Investment Management, LLC $5,131 0.01% 422
Mega JPMORGAN CHASE & CO $4,547 0.00% 374
Small Financial Perspectives, Inc $3,879 0.00% 319
Small Investors Research Corp $3,331 0.00% 274
Small Kozak & Associates, Inc. $2,927 0.00% 230
Mid SIGNATUREFD, LLC $2,444 0.00% 201
Large JONES FINANCIAL COMPANIES LLLP $717 0.00% 59
Micro CDKV HOLDINGS LLC $267 0.00% 22
Mid Tower Research Capital LLC (TRC) $97 0.00% 8
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $12 0.00% 1
Mid GAMMA Investing LLC $12 0.00% 1
Key facts CIK 885601 CUSIP 46132P108 13F (30d) 2 filings 2 filers Visit website Investor relations

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