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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
23
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$10M
2
RCM
2
Rivernorth Capital Management
Florida
$16.1M
3
BI
3
Bramshill Investments
Florida
$25M
4
LSC
4
Logan Stone Capital
Illinois
$6.05M
5
RCM
5
Robinson Capital Management
Michigan
$4.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$19.8M
2
JWA
2
JFS Wealth Advisors
Pennsylvania
$77.4K
3
SIA
3
Sit Investment Associates
Minnesota
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$8.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$1.01M +$107K +11,272 +12%
RIL
27
Rothschild Investment LLC
Illinois
$891K +$891K +93,500 New
AAM
28
Advisors Asset Management
Colorado
$872K +$872K +91,511 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$801K +$801K +71,774 New
SFG
30
Seamount Financial Group
Colorado
$768K +$768K +80,571 New
RJA
31
Raymond James & Associates
Florida
$763K -$22.1K -2,318 -3%
TWP
32
Tyche Wealth Partners
Texas
$716K +$716K +75,109 New
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$664K +$664K +69,651 New
Ameriprise
34
Ameriprise
Minnesota
$608K -$28.1K -2,947 -4%
Osaic Holdings
35
Osaic Holdings
Arizona
$597K -$90.3K -9,473 -13%
RP
36
Riverbridge Partners
Minnesota
$553K +$5.54K +581 +1%
WAAG
37
Wealth Alliance Advisory Group
Kansas
$551K -$114K -12,000 -17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$505K +$94.3K +9,892 +23%
WAM
39
Wolverine Asset Management
Illinois
$428K +$260K +27,275 +155%
NA
40
NewEdge Advisors
Louisiana
$380K -$1.8K -193 -0.5%
BF
41
BOK Financial
Oklahoma
$372K – – –
WFA
42
Wellspring Financial Advisors
Ohio
$344K +$344K +36,046 New
MWM
43
Melfa Wealth Management
Massachusetts
$299K +$1.87K +196 +0.6%
GWMR
44
GC Wealth Management RIA
Massachusetts
$279K +$279K +29,296 New
GM
45
GeoWealth Management
Illinois
$279K +$279K +29,296 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$262K – – –
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$232K – – –
SQA
48
Simon Quick Advisors
New Jersey
$217K +$217K +22,781 New
AC
49
Aristides Capital
Kentucky
$213K +$213K +22,300 New
STA
50
Summit Trail Advisors
New York
$204K +$204K +21,455 New
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