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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
34
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.42M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.19M
3
UBS Group
3
UBS Group
Switzerland
$9.65M
4
Raymond James Financial
4
Raymond James Financial
Florida
$1.86M
5
SG
5
StoneX Group
New York
$496K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$7.84M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$937K
3
LPL Financial
3
LPL Financial
California
$1.86M
4
KIM
4
Karpus Investment Management
New York
$20M
5
WANY
5
Wealthspire Advisors (New York)
New York
$105K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$32.2M 3,516,176 +41,357 +1%
KIM
2
Karpus Investment Management
New York
$20M 2,185,216 -34,499 -2%
GC
3
Guggenheim Capital
Illinois
$11M 1,201,076 +36,134 +3%
RCM
4
Robinson Capital Management
Michigan
$10.5M 1,144,311 -13,534 -1%
UBS Group
5
UBS Group
Switzerland
$9.65M 1,054,398 +74,179 +8%
Morgan Stanley
6
Morgan Stanley
New York
$9.42M 1,029,215 +129,225 +14%
SIA
7
Sit Investment Associates
Minnesota
$7.84M 856,256 -748,562 -47%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$4.83M 527,966 -6,824 -1%
AAM
9
Advisors Asset Management
Colorado
$3.35M 366,039 -8,473 -2%
VanEck Associates
10
VanEck Associates
New York
$3.12M 340,602 +5,008 +1%
MSL
11
Mackay Shields LLC
New York
$2.97M 325,107 – –
Wells Fargo
12
Wells Fargo
California
$2.23M 243,648 +738 +0.3%
RC
13
Rareview Capital
Nevada
$2.18M 238,154 -16,646 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$1.86M 203,544 +71,026 +54%
LPL Financial
15
LPL Financial
California
$1.86M 203,215 -339,063 -63%
SWA
16
Stratos Wealth Advisors
Ohio
$1.82M 198,777 -6,409 -3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.52M 165,998 -4,573 -3%
Invesco
18
Invesco
Georgia
$1.5M 163,951 +16,904 +11%
Bank of America
19
Bank of America
North Carolina
$1.45M 158,856 +14,905 +10%
CIA
20
Capital Investment Advisors
Georgia
$1.36M 148,638 -11,350 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.36M 148,074 +9,499 +7%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.32M 144,716 +182 +0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.19M 130,505 +91,000 +230%
DWM
24
Dakota Wealth Management
Florida
$1.14M 124,380 -7,094 -5%
SMC
25
Smith, Moore & Co
Missouri
$951K 103,910 -3,664 -3%
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