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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+234+1.9%12,686$161.50KQ2 2026Aug 18, 2026
Bank Of America CorpSell-501,619-41.3%712,866$9.07MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+71,55971,559$929.05KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+58,681+22.6%318,457$4.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-25,890-4.3%571,987$7.28MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+18,13718,137$230.88KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-11,618-17.7%54,019$687.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,45711,457$145.85KQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+7,307+2.8%269,300$3.43MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,821+5.1%100,280$1.28MQ2 2026Aug 14, 2026
&PartnersBuy+2,743+5.2%55,261$703.48KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+6+1.0%618$7.87KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+72,274+78.9%163,901$2.09MQ2 2026Aug 13, 2026
Morgan StanleyBuy+9,810+1.4%691,698$8.81MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+3,738+30.2%16,097$204.93KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+2,312+200.0%3,468$44.00KQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,251+0.2%589,926$7.51MQ2 2026Aug 13, 2026
Cibc Bancorp Usa Inc.Sell-993-4.1%23,331$297.00KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-851-7.4%10,626$135.27KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-57,423-5.5%986,932$12.56MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+29,698+17.4%200,092$2.55MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+8,961+8.2%117,649$1.50MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+2,174+2.0%108,389$1.38MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+374374$4.78KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1+0.0%2,786$35.47KQ2 2026Aug 12, 2026
Allworth Financial LpSell-240-8.2%2,685$34.18KQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+30+375.0%38$484.00Q2 2026Aug 11, 2026
Ima Advisory Services, Inc.Buy+134134$1.71KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+33,067+17.7%219,421$2.79MQ2 2026Aug 07, 2026
Davis Investment Partners, LlcBuy+810+1.9%43,816$557.78KQ2 2026Aug 07, 2026
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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.