Stock Analysis

INVESCO VALUE MUN INCOME TR (IIM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — IIM

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈 Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
📊 High ownership — 94% of 3.0Y peak
85 funds currently hold this stock — 94% of the 3.0-year high of 90 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉 Outflows — 6% fewer funds vs a year ago
5 fewer hedge funds hold this stock compared to a year ago (-6% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🟢 More buyers than sellers — 61% buying
Last quarter: 39 funds were net buyers (13 opened a brand new position + 26 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️ Steady new buyers — ~13 new funds per quarter
Funds opening this position for the first time: 7 → 10 → 9 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒 64% of holders stayed for 2+ years
54 out of 85 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IIM

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Hedge Fund Positioning: IIM
85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 79 7.59%
13F Shares 8M 8M -0.28%
Total Value $104M $465M -77.58%
New Positions 13 9 +4
Increased Positions 26 23 +3
Closed Positions 7 10 -3
Reduced Positions 18 25 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IIM

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Institutional Holders (2025 Q4)
85 + investors

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

Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed