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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.2M
2
Invesco
2
Invesco
Georgia
$3.11M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$3.46M
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
OFG
5
OTA Financial Group
New York
$320K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$11.7M
3
RCM
3
Rivernorth Capital Management
Florida
$5.25M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$549K – – –
CIA
27
Capital Investment Advisors
Georgia
$497K – – –
ECG
28
Edge Capital Group
Georgia
$480K – – –
BF
29
BOK Financial
Oklahoma
$456K +$12K +1,000 +3%
FGA
30
Fortis Group Advisors
New Jersey
$453K +$453K +37,772 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$372K – – –
PM
32
Penbrook Management
New York
$360K – – –
LPL Financial
33
LPL Financial
California
$340K +$4K +333 +1%
Stifel Financial
34
Stifel Financial
Missouri
$321K +$37.9K +3,151 +13%
OFG
35
OTA Financial Group
New York
$320K +$320K +26,702 New
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$301K -$21.3K -1,700 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$298K +$8.3K +690 +3%
ASN
38
Advisory Services Network
Georgia
$297K +$25.6K +2,131 +9%
CAN
39
Cetera Advisor Networks
California
$281K -$14.2K -1,182 -5%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$272K -$16.5K -1,369 -6%
WAAG
41
Wealth Alliance Advisory Group
Kansas
$264K – – –
BRWM
42
B. Riley Wealth Management
Tennessee
$254K +$43.4K +3,614 +21%
ONST
43
Old North State Trust
North Carolina
$240K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$239K +$5.99K +500 +3%
KM
45
Kalos Management
Georgia
$235K +$54.9K +4,500 +31%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$201K +$201K +16,700 New
MFW
47
Meristem Family Wealth
Minnesota
$187K – – –
Cohen & Steers
48
Cohen & Steers
New York
$178K +$64.9K +5,391 +57%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$169K +$9.98K +833 +6%
EH
50
Equitable Holdings
New York
$156K +$6.34K +527 +4%
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2
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