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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 %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$937K 102,391 -550,940 -84%
IWA
27
IBEX Wealth Advisors
New Jersey
$887K 96,949 +952 +1%
SFG
28
Seamount Financial Group
Colorado
$768K 83,888 – –
WA
29
Whipplewood Advisors
Colorado
$756K 82,639 +17,613 +27%
RIL
30
Rothschild Investment LLC
Illinois
$684K 74,700 -1,800 -2%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$665K 72,716 +2,750 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$639K 69,790 – –
TWP
33
Tyche Wealth Partners
Texas
$635K 69,373 +19 +0%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$594K 64,880 +4,837 +8%
AIA
35
Absolute Investment Advisers
Florida
$582K 63,600 – –
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$527K 57,635 -815 -1%
SG
37
StoneX Group
New York
$496K 54,180 +54,180 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$469K 51,265 -10,016 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K 51,013 +1,327 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$436K 47,650 +19,548 +70%
OC
41
Oppenheimer & Co
New York
$425K 46,467 +18,326 +65%
Ameriprise
42
Ameriprise
Minnesota
$423K 47,266 -3,690 -7%
NA
43
NewEdge Advisors
Louisiana
$418K 45,650 +574 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$403K 44,016 +38,977 +774%
MPCA
45
Madison Park Capital Advisors
Washington
$389K 42,506 +50 +0.1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$377K 41,186 +769 +2%
PM
47
Penbrook Management
New York
$376K 40,000 +20,000 +100%
NL
48
Nuveen LLC
North Carolina
$299K 32,624 – –
QL
49
Quarry LP
New York
$297K 32,500 – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$289K 31,635 -6,946 -18%
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