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Invesco Municipal Trust
VKQ

Overview Fund Activity

78 hedge funds and large institutions have $131M invested in Invesco Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.28M
2
UBS Group
2
UBS Group
Switzerland
$16.8M
3
Bank of America
3
Bank of America
North Carolina
$4.15M
4
GC
4
Guggenheim Capital
Illinois
$22.1M
5
XF
5
XML Financial
Maryland
$221K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$201K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$118K
3
BB
3
Busey Bank
Illinois
$158K
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$568K +$14.3K +1,072 +3%
ECG
27
Edge Capital Group
Georgia
$536K – – –
BF
28
BOK Financial
Oklahoma
$523K +$523K +39,000 New
GG
29
Golden Green
South Carolina
$500K -$13.4K -1,001 -3%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$443K +$4.02K +300 +0.9%
PM
31
Penbrook Management
New York
$402K – – –
LPL Financial
32
LPL Financial
California
$371K +$95K +7,095 +34%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$325K +$20.7K +1,543 +7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$292K +$27 +2 +0%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$278K +$32.9K +2,460 +13%
HighTower Advisors
36
HighTower Advisors
Illinois
$259K +$2.63K +196 +1%
Stifel Financial
37
Stifel Financial
Missouri
$258K +$7.52K +562 +3%
BRWM
38
B. Riley Wealth Management
Tennessee
$235K – – –
PFS
39
Prospera Financial Services
Texas
$222K -$107K -8,000 -33%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$222K – – –
XF
41
XML Financial
Maryland
$221K +$221K +16,477 New
SS
42
Sunbelt Securities
Texas
$209K – – –
MFW
43
Meristem Family Wealth
Minnesota
$209K +$209K +15,600 New
DADC
44
D.A. Davidson & Co
Montana
$206K +$18.7K +1,401 +10%
KAS
45
Kestra Advisory Services
Texas
$205K +$45.2K +3,368 +28%
PPA
46
Parametric Portfolio Associates
Washington
$201K -$3.75M -279,782 -95%
Truist Financial
47
Truist Financial
North Carolina
$195K – – –
KM
48
Kalos Management
Georgia
$177K +$2.66K +200 +2%
CAN
49
Cetera Advisor Networks
California
$162K +$27 +2 +0%
HCM
50
Hollencrest Capital Management
California
$160K – – –
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