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Invesco Municipal Trust
VKQ

Overview Fund Activity

87 hedge funds and large institutions have $117M invested in Invesco Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$14.3M
2
RCM
2
Rivernorth Capital Management
Florida
$15.2M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$2.32M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.22M
5
UBS Group
5
UBS Group
Switzerland
$12M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$15.4M
2
KIM
2
Karpus Investment Management
New York
$5.93M
3
GC
3
Guggenheim Capital
Illinois
$12.7M
4
RCM
4
Robinson Capital Management
Michigan
$740K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$149K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$505K +$56.2K +6,150 +13%
RP
27
Riverbridge Partners
Minnesota
$495K +$4.25K +465 +0.9%
LPL Financial
28
LPL Financial
California
$469K -$39.6K -4,327 -8%
BF
29
BOK Financial
Oklahoma
$416K – – –
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$393K +$2.28K +250 +0.6%
HighTower Advisors
31
HighTower Advisors
Illinois
$379K +$282K +30,876 +291%
ECG
32
Edge Capital Group
Georgia
$366K – – –
WAM
33
Wolverine Asset Management
Illinois
$335K +$186K +20,377 +125%
LCM
34
Landscape Capital Management
New Jersey
$318K -$12.7K -1,388 -4%
FAIM
35
Financial Advocates Investment Management
Washington
$295K -$8.24K -901 -3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$281K – – –
WAAG
37
Wealth Alliance Advisory Group
Kansas
$258K +$52.1K +5,694 +25%
COLIM
38
City of London Investment Management
United Kingdom
$235K – – –
Stifel Financial
39
Stifel Financial
Missouri
$233K +$12.1K +1,320 +5%
DWM
40
Dakota Wealth Management
Florida
$228K +$228K +25,000 New
NCM
41
NCM Capital Management
New Jersey
$225K – – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$210K – – –
PM
43
Penbrook Management
New York
$183K -$91.5K -10,000 -33%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$183K – – –
Cohen & Steers
45
Cohen & Steers
New York
$165K +$165K +18,000 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$153K +$338 +37 +0.2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$150K +$111K +12,175 +288%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$149K -$298K -32,785 -67%
ACA
49
Ackerman Capital Advisors
Texas
$143K -$196K -21,465 -58%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$143K +$143K +15,699 New
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2
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