VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

85 hedge funds and large institutions have $114M invested in Invesco Municipal Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$15.8M
2
GC
2
Guggenheim Capital
Illinois
$16.8M
3
SIA
3
Sit Investment Associates
Minnesota
$12.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$665K
5
Invesco
5
Invesco
Georgia
$2.56M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.46M
2
VCM
2
Vivaldi Capital Management
Illinois
$427K
3
UBS Group
3
UBS Group
Switzerland
$9.93M
4
RCM
4
Rivernorth Capital Management
Florida
$5.9M
5
Wells Fargo
5
Wells Fargo
California
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$561K -$49.7K -4,227 -8%
PIA
27
Powell Investment Advisors
Florida
$549K +$6.99K +595 +1%
MIG
28
Mariner Investment Group
New York
$537K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$530K +$13.4K +1,139 +3%
CIA
30
Capital Investment Advisors
Georgia
$487K +$10.8K +914 +2%
ECG
31
Edge Capital Group
Georgia
$470K -$41.1K -3,500 -8%
BF
32
BOK Financial
Oklahoma
$435K – – –
VCM
33
Vivaldi Capital Management
Illinois
$427K -$3.74M -297,984 -90%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$365K -$92.9K -7,894 -20%
PM
35
Penbrook Management
New York
$353K – – –
LPL Financial
36
LPL Financial
California
$329K -$5.37K -456 -2%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$303K -$11.8K -1,000 -4%
CAN
38
Cetera Advisor Networks
California
$289K +$13.9K +1,182 +5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$283K – – –
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$282K -$1.98K -168 -0.7%
Stifel Financial
41
Stifel Financial
Missouri
$277K -$38.6K -3,284 -12%
ASN
42
Advisory Services Network
Georgia
$266K +$20.5K +1,743 +8%
WAAG
43
Wealth Alliance Advisory Group
Kansas
$259K – – –
ONST
44
Old North State Trust
North Carolina
$235K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$229K – – –
BRWM
46
B. Riley Wealth Management
Tennessee
$206K -$66K -5,614 -24%
MFW
47
Meristem Family Wealth
Minnesota
$183K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$175K +$175K +14,850 New
KM
49
Kalos Management
Georgia
$173K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$160K – – –
1
2
3 4