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Invesco Municipal Trust
VKQ

Overview Fund Activity

91 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$30.1M
2
SIA
2
Sit Investment Associates
Minnesota
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
RCM
4
Robinson Capital Management
Michigan
$1.85M
5
LSC
5
Logan Stone Capital
Illinois
$900K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$469K
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Wells Fargo
4
Wells Fargo
California
$3.06M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAAG
26
Wealth Alliance Advisory Group
Kansas
$669K 67,606 +39,411 +140%
IWA
27
IBEX Wealth Advisors
New Jersey
$661K 66,747 -10,383 -13%
Osaic Holdings
28
Osaic Holdings
Arizona
$638K 64,383 -2,618 -4%
RP
29
Riverbridge Partners
Minnesota
$575K 58,107 +3,968 +7%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$574K 58,057 +15,000 +35%
RCM
31
Rivernorth Capital Management
Florida
$469K 47,382 -1,612,290 -97%
BF
32
BOK Financial
Oklahoma
$450K 45,500 – –
WAM
33
Weiss Asset Management
Massachusetts
$424K 42,836 +42,836 New
First Trust Advisors
34
First Trust Advisors
Illinois
$415K 41,966 -16,277 -28%
MWM
35
Melfa Wealth Management
Massachusetts
$348K 35,140 +35,140 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$326K 32,936 +2,225 +7%
FAIM
37
Financial Advocates Investment Management
Washington
$308K 31,072 -1,172 -4%
FM
38
Family Management
New York
$270K 27,300 +27,300 New
COLIM
39
City of London Investment Management
United Kingdom
$256K 25,803 – –
Stifel Financial
40
Stifel Financial
Missouri
$252K 25,476 +19 +0.1%
CFGSD
41
Compass Financial Group (South Dakota)
South Dakota
$241K 24,349 +24,349 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$232K 23,412 +480 +2%
PFS
43
Prospera Financial Services
Texas
$225K 22,694 +9,253 +69%
ECG
44
Edge Capital Group
Georgia
$215K 21,733 -18,267 -46%
LCM
45
Landscape Capital Management
New Jersey
$212K 21,371 -13,446 -39%
PM
46
Penbrook Management
New York
$198K 20,000 – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$198K 20,000 – –
Cohen & Steers
48
Cohen & Steers
New York
$178K 18,000 – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$166K 16,809 +36 +0.2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$160K 16,143 -266 -2%
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