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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $130M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.7M
2
UBS Group
2
UBS Group
Switzerland
$11.8M
3
RCM
3
Robinson Capital Management
Michigan
$799K
4
RCM
4
Rivernorth Capital Management
Florida
$6.1M
5
KAS
5
Kestra Advisory Services
Texas
$471K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.55M
2
Invesco
2
Invesco
Georgia
$2.49M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$8.57M
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$586K 45,678 – –
CIA
27
Capital Investment Advisors
Georgia
$542K 42,285 +900 +2%
FAIM
28
Financial Advocates Investment Management
Washington
$535K 41,699 -10,768 -21%
ECG
29
Edge Capital Group
Georgia
$513K 40,000 – –
BF
30
BOK Financial
Oklahoma
$487K 38,000 – –
KAS
31
Kestra Advisory Services
Texas
$471K 37,002 +26,549 +254%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$443K 34,580 +17,880 +107%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$435K 33,947 +2,947 +10%
PM
34
Penbrook Management
New York
$385K 30,000 – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$318K 24,783 – –
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$316K 24,650 +600 +2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$294K 22,890 +22,890 New
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$290K 22,646 +33 +0.1%
Stifel Financial
39
Stifel Financial
Missouri
$285K 22,251 -4,453 -17%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$282K 22,000 – –
ACA
41
Ackerman Capital Advisors
Texas
$263K 20,552 +20,552 New
ONST
42
Old North State Trust
North Carolina
$256K 20,000 – –
HighTower Advisors
43
HighTower Advisors
Illinois
$255K 19,968 – –
KM
44
Kalos Management
Georgia
$249K 19,250 – –
LPL Financial
45
LPL Financial
California
$232K 18,068 -10,212 -36%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$231K 18,081 +8,169 +82%
BRWM
47
B. Riley Wealth Management
Tennessee
$225K 17,535 -3,614 -17%
SAM
48
Seelaus Asset Management
New Jersey
$200K 15,593 +15,593 New
SS
49
Sunbelt Securities
Texas
$197K 15,333 +15,333 New
Cohen & Steers
50
Cohen & Steers
New York
$190K 14,795 – –
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