Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Value Mun Income Tr (IIM)

94 + Investors. Track Smart Money conviction in IIM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — IIM

Based on 94 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
94 hedge funds hold IIM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

46 buying35 selling
Last quarter: 46 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 9 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 22% new
53 out of 94 hedge funds have held IIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

9 → 12 → 9 → 17 → 17 new funds/Q
New funds entering each quarter: 12 → 9 → 17 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 26% new
Of 94 current holders: 62 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
14 of 94 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IIM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IIM

In 2026 Q1, 46 hedge funds were net buyers of IIM (17 opened a new position, 29 added to an existing one), while 35 reduced or exited (18 trimmed, 17 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 45% of total institutional value in IIM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 94.

Hedge Fund Ownership: IIM

How many hedge funds hold IIM — quarterly history vs. share price
Quarterly hedge fund ownership of IIM vs. share price

Market Analysis: IIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IIM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Value Mun Income Tr (IIM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IIM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
IIM
+2.9%
XLF
+1220.3%

IIM outperformed XLF by -1217.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IIM
+3.4%
XLF
+4.8%

Since the filing became public, IIM outperformed XLF by -1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IIM
94 + Investors

Track Smart Money conviction in IIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 94 94 -
13F Shares 8M 9M -6.3%
Total Value $95M $108M -12.61%
New Positions 17 17 -
Increased Positions 29 27 +2
Closed Positions 17 9 +8
Reduced Positions 18 20 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IIM

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Institutional Holders (2026 Q1)

94 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IIM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IIM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wagner Wealth Management, LLC 0.63% 256,097 $3.1M
2 Whipplewood Advisors, LLC 0.52% 81,888 $996K
3 Hennion & Walsh Asset Management, Inc. 0.29% 712,545 $8.7M
4 Zinnia Wealth Advisory, LLC 0.19% 14,277 $174K
5 Gridiron Partners, LLC 0.19% 25,233 $307K
6 Davis Investment Partners, LLC 0.18% 43,006 $523K
7 Lauer Wealth, LLC 0.16% 16,500 $203K
8 Wealth Quarterback LLC 0.15% 30,877 $375K
9 Fortitude Advisory Group L.L.C. 0.15% 26,600 $323K
10 Guggenheim Capital LLC 0.10% 1,044,355 $12.7M
11 LexAurum Advisors, LLC 0.07% 43,704 $531K
12 Tyche Wealth Partners LLC 0.07% 34,840 $424K
13 River Street Advisors LLC 0.05% 12,514 $152K
14 HUB Investment Partners, LLC 0.05% 169,996 $2.1M
15 WESCAP Management Group, Inc. 0.05% 20,244 $246K
16 Arkadios Wealth Advisors 0.05% 234,328 $2.8M
17 Plan Group Financial, LLC 0.04% 12,865 $156K
18 Uniting Wealth Partners, LLC 0.04% 13,873 $169K
19 Family Manage LLC 0.03% 17,526 $213K
20 Citizens National Bank Trust Department 0.02% 12,100 $147K
21 Maridea Wealth Management LLC 0.02% 12,160 $148K
22 Retirement Planning Group, LLC 0.02% 45,552 $554K
23 Cornerstone Wealth Management, LLC 0.02% 27,953 $340K
24 Aventura Private Wealth, LLC 0.02% 3,500 $43K
25 Hilltop National Bank 0.01% 4,208 $51K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Value Mun Income Tr (IIM)

What does the Smart Money Trend signal show for IIM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for IIM?

Slight buying edge — 57% buying: Last quarter: 46 funds bought or added vs 35 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IIM holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 94 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in IIM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IIM?

56% of holders stayed for 2+ years: 53 out of 94 hedge funds have held IIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Value Mun Income Tr (IIM) following the 2026 Q1 hedge fund 13F filings?

As of today, IIM has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), IIM has gained +2.9% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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