IIM

Invesco Value Municipal Inco

-$9.2M

Net Activity

Institutions Holding

96

Popularity Rank

#4531

Avg Weight

0.03%

Total Value

$98.8M

Ownership Trend

96 institutions currently hold IIM, with 46 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

46

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$14.8M
GC
Guggenheim Capital LLC
$12.7M
H&
Hennion & Walsh Asset Management, Inc.
$8.7M
MS
Morgan Stanley
$8.3M
WF
Wells Fargo & Company/mn
$7.3M

Top 5 by Conviction

WW
Wagner Wealth Management, LLC
0.63%
WA
Whipplewood Advisors, LLC
0.52%
H&
Hennion & Walsh Asset Management, Inc.
0.29%
GP
Gridiron Partners, LLC
0.19%
ZW
Zinnia Wealth Advisory, LLC
0.19%
View all 96 holding institutions

Quarterly Activity

Recent Activity

+$66.0M

Total Buy Value

$53.3M

Total Sell Value

New buy17
Trim19
Add29
Sold out14

46

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO VALUE MUNICIPAL INCO (IIM)?
Major stakeholders currently include Bank Of America CORP /de/ ($14.8M), Guggenheim Capital LLC ($12.7M), Hennion & Walsh Asset Management, Inc. ($8.7M). Based on the latest 13F filings, there are a total of 96 tracked investment funds and institutions maintaining positions in IIM.
What is the overall institutional sentiment toward IIM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $9.2M, driven by 46 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their IIM positions?
In the latest period, 19 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $53.3M.
Are there any notable investors adding IIM to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 29 existing holders added to their shares. The total reported buy value for the quarter amounted to $66.0M.

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