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Invesco Municipal Trust
VKQ

Overview Fund Activity

81 hedge funds and large institutions have $141M invested in Invesco Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.45M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.12M
3
BI
3
Bramshill Investments
Florida
$17.8M
4
SIA
4
Sit Investment Associates
Minnesota
$20.2M
5
AA
5
AQR Arbitrage
Connecticut
$2.03M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.5M
2
SMC
2
Smith, Moore & Co
Missouri
$0
3
RJA
3
Raymond James & Associates
Florida
$504K
4
Wells Fargo
4
Wells Fargo
California
$2.93M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
26
Wealth Alliance Advisory Group
Kansas
$527K -$113K -12,000 -18%
RJA
27
Raymond James & Associates
Florida
$504K -$391K -41,434 -44%
RP
28
Riverbridge Partners
Minnesota
$502K -$42.9K -4,553 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$411K +$83.5K +8,848 +26%
BF
30
BOK Financial
Oklahoma
$410K – – –
MWM
31
Melfa Wealth Management
Massachusetts
$335K +$1.77K +188 +0.5%
First Trust Advisors
32
First Trust Advisors
Illinois
$290K -$47.3K -5,015 -14%
MFG
33
Merit Financial Group
Georgia
$286K +$286K +30,347 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$259K +$259K +27,495 New
CFGSD
35
Compass Financial Group (South Dakota)
South Dakota
$230K – – –
Stifel Financial
36
Stifel Financial
Missouri
$229K +$26.2K +2,773 +13%
LCM
37
Landscape Capital Management
New Jersey
$223K +$81.3K +8,623 +57%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$189K – – –
PM
39
Penbrook Management
New York
$189K – – –
Cohen & Steers
40
Cohen & Steers
New York
$170K – – –
VF
41
Virtu Financial
New York
$168K +$168K +17,815 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$163K -$13.6K -1,442 -8%
HighTower Advisors
43
HighTower Advisors
Illinois
$157K -$224K -23,838 -59%
PFS
44
Prospera Financial Services
Texas
$156K -$11K -1,166 -7%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$152K – – –
WP
46
Woodline Partners
California
$150K +$11.3K +1,200 +8%
IFWM
47
Institute for Wealth Management
Colorado
$145K – – –
BRWA
48
B. Riley Wealth Advisors
Florida
$144K – – –
NCM
49
NCM Capital Management
New Jersey
$142K – – –
BHPW
50
Beverly Hills Private Wealth
California
$135K +$847 +91 +0.6%
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