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Invesco Municipal Trust
VKQ

Overview Fund Activity

76 hedge funds and large institutions have $129M invested in Invesco Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 15 closing their positions.

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
11
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$31M
2
NA
2
NewEdge Advisors
Louisiana
$526K
3
Bank of America
3
Bank of America
North Carolina
$4.65M
4
Ameriprise
4
Ameriprise
Minnesota
$2.39M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.44M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$15M
3
GC
3
Guggenheim Capital
Illinois
$21M
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
26
Edge Capital Group
Georgia
$537K – – –
NA
27
NewEdge Advisors
Louisiana
$526K +$526K +39,171 New
GG
28
Golden Green
South Carolina
$471K -$30.7K -2,287 -6%
LPL Financial
29
LPL Financial
California
$442K +$70.4K +5,244 +19%
Stifel Financial
30
Stifel Financial
Missouri
$415K +$156K +11,614 +60%
PM
31
Penbrook Management
New York
$403K – – –
RCM
32
Rivernorth Capital Management
Florida
$345K +$345K +25,691 New
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$327K +$659 +49 +0.2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$308K +$29K +2,162 +10%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$293K – – –
NCM
36
NCM Capital Management
New Jersey
$289K +$289K +21,549 New
ARC
37
Advisor Resource Council
Texas
$256K +$256K +19,028 New
PFS
38
Prospera Financial Services
Texas
$239K +$16.8K +1,250 +8%
BRWM
39
B. Riley Wealth Management
Tennessee
$235K – – –
WAAG
40
Wealth Alliance Advisory Group
Kansas
$233K +$9.97K +742 +4%
XF
41
XML Financial
Maryland
$221K – – –
BBNA
42
Bremer Bank National Association
Minnesota
$213K +$59.5K +4,442 +39%
MFW
43
Meristem Family Wealth
Minnesota
$210K – – –
CIC
44
Carnegie Investment Counsel
Ohio
$206K +$206K +15,345 New
Truist Financial
45
Truist Financial
North Carolina
$195K – – –
DADC
46
D.A. Davidson & Co
Montana
$194K -$12.7K -947 -6%
SS
47
Sunbelt Securities
Texas
$190K +$6.36K +531 +3%
KM
48
Kalos Management
Georgia
$189K +$12.4K +931 +7%
CAN
49
Cetera Advisor Networks
California
$162K +$67 +5 +0%
HCM
50
Hollencrest Capital Management
California
$160K – – –
1
2
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