IIM
INVESCO VALUE MUN INCOME TR
Institutional Ownership · Q4 2025
Filing: Q4 2025INVESCO VALUE MUN INCOME TR (IIM) is held by 87 institutional investors with combined holdings of $103M. Major holders include BANK OF AMERICA CORP /DE/, GUGGENHEIM CAPITAL LLC, MORGAN STANLEY (MS, MS-P.
Institutional Holders
87
Total Value
$102.7M
Ownership %
17.7%
🏦 Top Institutional Holders
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
1.7M shares
$20.8M
3.59% ownership
GUGGENHEIM CAPITAL LLC
1.1M shares
$13.8M
2.38% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
674.7K shares
$8.3M
1.43% ownership
Hennion & Walsh Asset Management, Inc.
634.6K shares
$7.8M
1.35% ownership
UBS Group AG (UBS)
588.3K shares
$7.2M
1.25% ownership