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Invesco Municipal Trust
VKQ

Overview Fund Activity

82 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$1.21M
3
6M
3
6 Meridian
Kansas
$763K
4
COLIM
4
City of London Investment Management
United Kingdom
$595K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$4.31M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.86M
2
RCM
2
Rivernorth Capital Management
Florida
$4M
3
PPA
3
Parametric Portfolio Associates
Washington
$7.09M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Invesco
5
Invesco
Georgia
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$650K 49,215 +14,635 +42%
PIA
27
Powell Investment Advisors
Florida
$640K 48,453 +585 +1%
COLIM
28
City of London Investment Management
United Kingdom
$595K 45,000 +45,000 New
FAIM
29
Financial Advocates Investment Management
Washington
$540K 40,946 -753 -2%
ECG
30
Edge Capital Group
Georgia
$528K 40,000 – –
GG
31
Golden Green
South Carolina
$524K 39,660 -13,005 -25%
BF
32
BOK Financial
Oklahoma
$502K 38,000 – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$487K 36,894 +2,947 +9%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$402K 30,450 +5,800 +24%
PM
35
Penbrook Management
New York
$396K 30,000 – –
Baird Financial Group
36
Baird Financial Group
Wisconsin
$312K 23,620 +730 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$301K 22,783 -2,000 -8%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$299K 22,678 +32 +0.1%
WAAG
39
Wealth Alliance Advisory Group
Kansas
$290K 22,000 – –
LPL Financial
40
LPL Financial
California
$271K 20,508 +2,440 +14%
HighTower Advisors
41
HighTower Advisors
Illinois
$265K 19,968 – –
ONST
42
Old North State Trust
North Carolina
$264K 20,000 – –
Stifel Financial
43
Stifel Financial
Missouri
$260K 19,727 -2,524 -11%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$239K 18,157 +76 +0.4%
BRWM
45
B. Riley Wealth Management
Tennessee
$231K 17,535 – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$220K 16,685 +3,403 +26%
MFW
47
Meristem Family Wealth
Minnesota
$206K 15,600 +15,600 New
SS
48
Sunbelt Securities
Texas
$202K 15,333 – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$196K 14,861 +3,365 +29%
Cohen & Steers
50
Cohen & Steers
New York
$195K 14,795 – –
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