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Invesco Municipal Trust
VKQ

Overview Fund Activity

83 hedge funds and large institutions have $140M invested in Invesco Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$30.6M
2
UBS Group
2
UBS Group
Switzerland
$16.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.57M
4
GC
4
Guggenheim Capital
Illinois
$22.3M
5
Bank of America
5
Bank of America
North Carolina
$3.86M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$772K
2
PPA
2
Parametric Portfolio Associates
Washington
$4.04M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$43K
4
6M
4
6 Meridian
Kansas
$0
5
Invesco
5
Invesco
Georgia
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$624K -$50.9K -3,712 -8%
COLIM
27
City of London Investment Management
United Kingdom
$618K – – –
FAIM
28
Financial Advocates Investment Management
Washington
$607K +$45.6K +3,325 +8%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$567K +$318K +23,223 +128%
ECG
30
Edge Capital Group
Georgia
$549K – – –
MSL
31
Mackay Shields LLC
New York
$530K -$146K -10,648 -22%
GG
32
Golden Green
South Carolina
$526K -$18K -1,311 -3%
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$449K +$31.5K +2,300 +8%
PM
34
Penbrook Management
New York
$412K – – –
ACA
35
Ackerman Capital Advisors
Texas
$344K +$344K +25,048 New
PFS
36
Prospera Financial Services
Texas
$336K +$184K +13,441 +121%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$311K +$438 +32 +0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$299K -$13.7K -1,000 -4%
LPL Financial
39
LPL Financial
California
$283K +$1.28K +93 +0.5%
HighTower Advisors
40
HighTower Advisors
Illinois
$263K -$12K -873 -4%
ARC
41
Advisor Resource Council
Texas
$261K +$261K +19,028 New
Stifel Financial
42
Stifel Financial
Missouri
$257K -$13.8K -1,006 -5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$251K +$22.3K +1,625 +10%
BRWM
44
B. Riley Wealth Management
Tennessee
$241K – – –
WAAG
45
Wealth Alliance Advisory Group
Kansas
$228K -$74.2K -5,400 -25%
SS
46
Sunbelt Securities
Texas
$209K – – –
Truist Financial
47
Truist Financial
North Carolina
$199K – – –
DADC
48
D.A. Davidson & Co
Montana
$192K +$192K +13,995 New
KM
49
Kalos Management
Georgia
$180K -$6.18K -450 -3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$179K -$25.4K -1,845 -12%
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