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 (Q4 2025). 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, Guggenheim Capital Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-190,547-100.0%0$0.00Q4 2025Aug 26, 2026
Anchor Investment Management, LlcBuy+422—422$5.20KQ4 2025Feb 26, 2026
Virtu Financial LlcBuy+13,751—13,751$169.00KQ4 2025Feb 23, 2026
Mcguire Capital Advisors IncBuy+606—606$7.46KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+245,867—245,867$3.03MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+122,661—122,661$1.51MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+14,649—14,649$180.47KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+3,363—3,363$41.43KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+1,688,099—1,688,099$20.80MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+1,119,319—1,119,319$13.79MQ4 2025Feb 17, 2026
Hub Investment Partners, LlcBuy+169,496—169,496$2.09MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+157,366—157,366$1.94MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+96,256—96,256$1.19MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+91,154—91,154$1.12MQ4 2025Feb 17, 2026
Whipplewood Advisors, LlcBuy+82,956—82,956$1.02MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+65,322—65,322$804.00KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+55,297—55,297$681.26KQ4 2025Feb 17, 2026
&PartnersBuy+43,356—43,356$534.14KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+26,697—26,697$328.91KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+17,946—17,946$221.09KQ4 2025Feb 17, 2026
Family Manage LlcBuy+17,526—17,526$215.92KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+398—398$4.90KQ4 2025Feb 17, 2026
Cdkv Holdings LlcBuy+22—22$272.00Q4 2025Feb 17, 2026
Morgan StanleyBuy+674,730—674,730$8.31MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+570,871—570,871$7.03MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+240,665—240,665$2.96MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+232,777—232,777$2.87MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+108,117—108,117$1.33MQ4 2025Feb 13, 2026
Fortitude Advisory Group L.L.C.Buy+26,600—26,600$327.71KQ4 2025Feb 13, 2026
Mariner, LlcBuy+19,223—19,223$236.83KQ4 2025Feb 13, 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.