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Invesco Municipal Trust
VKQ

Overview Fund Activity

79 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
79
Holders Change
-12
Holders Change %
-13.19%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.58M
2
SIA
2
Sit Investment Associates
Minnesota
$20M
3
LPL Financial
3
LPL Financial
California
$1.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.38M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$742K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.18M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$402K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$352K
Name Market Value Shares Shares
Change 		Shares
Change %
WAAG
26
Wealth Alliance Advisory Group
Kansas
$673K 67,856 +250 +0.4%
Osaic Holdings
27
Osaic Holdings
Arizona
$634K 63,900 -483 -0.8%
RP
28
Riverbridge Partners
Minnesota
$573K 57,760 -347 -0.6%
BF
29
BOK Financial
Oklahoma
$432K 43,500 -2,000 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$402K 40,514 -68,782 -63%
First Trust Advisors
31
First Trust Advisors
Illinois
$355K 35,749 -6,217 -15%
Invesco
32
Invesco
Georgia
$352K 35,474 -60,796 -63%
MWM
33
Melfa Wealth Management
Massachusetts
$351K 35,353 +213 +0.6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$344K 34,686 +1,750 +5%
FAIM
35
Financial Advocates Investment Management
Washington
$301K 30,336 -736 -2%
ECG
36
Edge Capital Group
Georgia
$265K 26,667 +4,934 +23%
CFGSD
37
Compass Financial Group (South Dakota)
South Dakota
$242K 24,349 – –
Stifel Financial
38
Stifel Financial
Missouri
$213K 21,521 -3,955 -16%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$198K 20,000 – –
PM
40
Penbrook Management
New York
$198K 20,000 – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$186K 18,738 -4,674 -20%
Cohen & Steers
42
Cohen & Steers
New York
$179K 18,000 – –
PFS
43
Prospera Financial Services
Texas
$176K 17,707 -4,987 -22%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$160K 16,143 – –
PB
45
Pinnacle Bancorp
Nebraska
$154K 15,500 – –
IFWM
46
Institute for Wealth Management
Colorado
$153K 15,400 +15,400 New
BRWA
47
B. Riley Wealth Advisors
Florida
$151K 15,250 – –
NCM
48
NCM Capital Management
New Jersey
$150K 15,076 – –
LCM
49
Landscape Capital Management
New Jersey
$150K 15,074 -6,297 -29%
PAG
50
Private Advisor Group
New Jersey
$147K 14,813 -1,055 -7%
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