INVESCO VALUE MUNICIPAL INCO (IIM) Institutional Ownership Changes & 13F Activity
INVESCO VALUE MUNICIPAL INCO (IIM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Rockefeller Capital Management L.P., Ameriprise Financial Inc, Raymond James Financial Inc, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +234 | +1.9% | 12,686 | $161.50K | Q2 2026 | Aug 18, 2026 |
| Bank Of America Corp | Sell | -501,619 | -41.3% | 712,866 | $9.07M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +71,559 | — | 71,559 | $929.05K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +58,681 | +22.6% | 318,457 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -25,890 | -4.3% | 571,987 | $7.28M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +18,137 | — | 18,137 | $230.88K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -11,618 | -17.7% | 54,019 | $687.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,457 | — | 11,457 | $145.85K | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +7,307 | +2.8% | 269,300 | $3.43M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,821 | +5.1% | 100,280 | $1.28M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +2,743 | +5.2% | 55,261 | $703.48K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +6 | +1.0% | 618 | $7.87K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +72,274 | +78.9% | 163,901 | $2.09M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +9,810 | +1.4% | 691,698 | $8.81M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +3,738 | +30.2% | 16,097 | $204.93K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +2,312 | +200.0% | 3,468 | $44.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,251 | +0.2% | 589,926 | $7.51M | Q2 2026 | Aug 13, 2026 |
| Cibc Bancorp Usa Inc. | Sell | -993 | -4.1% | 23,331 | $297.00K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -851 | -7.4% | 10,626 | $135.27K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Sell | -57,423 | -5.5% | 986,932 | $12.56M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +29,698 | +17.4% | 200,092 | $2.55M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +8,961 | +8.2% | 117,649 | $1.50M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +2,174 | +2.0% | 108,389 | $1.38M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +374 | — | 374 | $4.78K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.0% | 2,786 | $35.47K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -240 | -8.2% | 2,685 | $34.18K | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +30 | +375.0% | 38 | $484.00 | Q2 2026 | Aug 11, 2026 |
| Ima Advisory Services, Inc. | Buy | +134 | — | 134 | $1.71K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +33,067 | +17.7% | 219,421 | $2.79M | Q2 2026 | Aug 07, 2026 |
| Davis Investment Partners, Llc | Buy | +810 | +1.9% | 43,816 | $557.78K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about IIM activity
Which institutional owners are buying IIM?
Institutional owners buying IIM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IIM activity?
"Buy" means an investor increased their reported position in IIM compared to the prior reporting period. This reflects growing exposure to INVESCO VALUE MUNICIPAL INCO (IIM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IIM increasing?
Institutional interest in IIM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related IIM Institutional Insights
- IIM Overview
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- IIM Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- IIM Insider Trading & SEC Form 4 Activity
- IIM Articles
- Top Institutional Investor Stock Rankings