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Invesco Municipal Trust
VKQ

Overview Fund Activity

75 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$18M
2
RCM
2
Rivernorth Capital Management
Florida
$8.76M
3
AA
3
AQR Arbitrage
Connecticut
$3.2M
4
API
4
Advisor Partners II
California
$987K
5
RCM
5
Robinson Capital Management
Michigan
$2.45M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$17M
2
KIM
2
Karpus Investment Management
New York
$24.4M
3
BlackRock
3
BlackRock
New York
$1.44M
4
UBS Group
4
UBS Group
Switzerland
$8.96M
5
Bank of America
5
Bank of America
North Carolina
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$602K +$74.7K +8,961 +14%
WAAG
27
Wealth Alliance Advisory Group
Kansas
$582K +$116K +13,950 +25%
Ameriprise
28
Ameriprise
Minnesota
$557K +$36.8K +4,413 +7%
RP
29
Riverbridge Partners
Minnesota
$479K +$35.7K +4,286 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$359K -$3.69K -443 -1%
NA
31
NewEdge Advisors
Louisiana
$341K +$310K +37,145 +985%
BF
32
BOK Financial
Oklahoma
$317K -$36.6K -4,500 -10%
LCM
33
Landscape Capital Management
New Jersey
$286K +$88.8K +10,642 +45%
MWM
34
Melfa Wealth Management
Massachusetts
$260K -$36.6K -4,383 -12%
MFG
35
Merit Financial Group
Georgia
$251K -$1.92K -230 -0.8%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$229K +$25 +3 +0%
Cohen & Steers
37
Cohen & Steers
New York
$217K +$66.8K +8,000 +44%
First Trust Advisors
38
First Trust Advisors
Illinois
$213K -$43.4K -5,202 -17%
CFGSD
39
Compass Financial Group (South Dakota)
South Dakota
$203K – – –
Stifel Financial
40
Stifel Financial
Missouri
$201K -$1.52K -182 -0.7%
Walleye Capital
41
Walleye Capital
New York
$173K +$173K +20,685 New
PM
42
Penbrook Management
New York
$167K – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$152K +$8.24K +988 +6%
WAM
44
Wolverine Asset Management
Illinois
$147K +$120K +14,352 +442%
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$133K -$33.4K -4,000 -20%
IFWM
46
Institute for Wealth Management
Colorado
$128K – – –
NCM
47
NCM Capital Management
New Jersey
$126K – – –
BHPW
48
Beverly Hills Private Wealth
California
$121K +$442 +53 +0.4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$116K +$116K +13,956 New
CAM
50
Cresset Asset Management
Illinois
$113K – – –
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