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Invesco Municipal Trust
VKQ

Overview Fund Activity

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$8.63M
2
MSL
2
Mackay Shields LLC
New York
$3.42M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.29M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$1.48M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$25.2M
2
SIA
2
Sit Investment Associates
Minnesota
$18.6M
3
KIM
3
Karpus Investment Management
New York
$22.3M
4
LPL Financial
4
LPL Financial
California
$1.14M
5
AA
5
AQR Arbitrage
Connecticut
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.14M -$2.25M -219,232 -66%
RJA
27
Raymond James & Associates
Florida
$1.06M +$230K +22,412 +28%
RIL
28
Rothschild Investment LLC
Illinois
$1.04M +$103K +10,000 +11%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$898K +$20.2K +1,965 +2%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$833K – – –
SFG
31
Seamount Financial Group
Colorado
$827K – – –
SMC
32
Smith, Moore & Co
Missouri
$716K +$303K +29,548 +73%
TWP
33
Tyche Wealth Partners
Texas
$711K -$59.6K -5,810 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$634K -$23.8K -2,317 -4%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$620K +$33.6K +3,273 +6%
AIA
36
Absolute Investment Advisers
Florida
$602K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$556K +$38.8K +3,779 +7%
NA
38
NewEdge Advisors
Louisiana
$487K -$36.6K -3,565 -7%
Ameriprise
39
Ameriprise
Minnesota
$469K +$208K +20,293 +80%
WANY
40
Wealthspire Advisors (New York)
New York
$454K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$429K +$429K +41,222 New
Invesco
42
Invesco
Georgia
$422K -$1.27K -124 -0.3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$396K +$6.64K +649 +2%
WFA
44
Wellspring Financial Advisors
Ohio
$370K – – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$348K +$348K +33,975 New
QL
46
Quarry LP
New York
$333K – – –
MWM
47
Melfa Wealth Management
Massachusetts
$323K – – –
MPCA
48
Madison Park Capital Advisors
Washington
$322K +$51.6K +5,025 +19%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$314K +$314K +30,565 New
NMC
50
Nine Masts Capital
Hong Kong
$293K -$388K -37,778 -57%
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