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Invesco Municipal Trust
VKQ

Overview Fund Activity

92 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 20 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
30
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.4M
2
KIM
2
Karpus Investment Management
New York
$26.2M
3
LSC
3
Logan Stone Capital
Illinois
$7.16M
4
MC
4
Matisse Capital
Oregon
$944K
5
RCM
5
Robinson Capital Management
Michigan
$5.77M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.03M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.98M
4
GWMR
4
GC Wealth Management RIA
Massachusetts
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.11M +$72K +7,420 +7%
DWM
27
Dakota Wealth Management
Florida
$1.07M +$43.1K +4,443 +4%
MC
28
Matisse Capital
Oregon
$944K +$944K +97,310 New
WAM
29
Wolverine Asset Management
Illinois
$916K +$480K +49,530 +110%
RIL
30
Rothschild Investment LLC
Illinois
$907K – – –
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$782K +$107K +11,000 +16%
SFG
32
Seamount Financial Group
Colorado
$782K – – –
RJA
33
Raymond James & Associates
Florida
$758K -$19K -1,957 -2%
TWP
34
Tyche Wealth Partners
Texas
$729K +$97 +10 +0%
FPCP
35
Fort Point Capital Partners
California
$717K +$555K +57,240 +343%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$614K -$177K -16,024 -22%
Osaic Holdings
37
Osaic Holdings
Arizona
$579K -$29.2K -3,013 -5%
RP
38
Riverbridge Partners
Minnesota
$553K -$10.8K -1,115 -2%
WAAG
39
Wealth Alliance Advisory Group
Kansas
$536K -$24.3K -2,500 -4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$505K -$8.96K -924 -2%
NA
41
NewEdge Advisors
Louisiana
$489K +$94.1K +9,704 +24%
Invesco
42
Invesco
Georgia
$401K +$401K +41,347 New
WFA
43
Wellspring Financial Advisors
Ohio
$350K – – –
Ameriprise
44
Ameriprise
Minnesota
$323K -$278K -29,467 -46%
MWM
45
Melfa Wealth Management
Massachusetts
$306K +$1.56K +161 +0.5%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$267K -$19 -2 -0%
NMC
47
Nine Masts Capital
Hong Kong
$252K +$252K +26,002 New
SQA
48
Simon Quick Advisors
New Jersey
$250K +$29.2K +3,013 +13%
CFGSD
49
Compass Financial Group (South Dakota)
South Dakota
$236K – – –
PM
50
Penbrook Management
New York
$194K – – –
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