VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $187M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$37.6M
2
KIM
2
Karpus Investment Management
New York
$24.8M
3
LPL Financial
3
LPL Financial
California
$4.31M
4
RCM
4
Robinson Capital Management
Michigan
$11.2M
5
GC
5
Guggenheim Capital
Illinois
$10.5M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
LSC
2
Logan Stone Capital
Illinois
$109K
3
AA
3
AQR Arbitrage
Connecticut
$0
4
SIA
4
Sit Investment Associates
Minnesota
$17.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$1.01M +$607K +61,839 +150%
RIL
27
Rothschild Investment LLC
Illinois
$996K – – –
IWA
28
IBEX Wealth Advisors
New Jersey
$874K +$874K +89,129 New
SFG
29
Seamount Financial Group
Colorado
$803K +$12.6K +1,287 +2%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$798K +$1.96K +200 +0.2%
WA
31
Whipplewood Advisors
Colorado
$793K +$793K +80,820 New
IAA
32
Independent Advisor Alliance
North Carolina
$762K +$762K +77,702 New
WAAG
33
Wealth Alliance Advisory Group
Kansas
$653K +$60.2K +6,134 +10%
AIA
34
Absolute Investment Advisers
Florida
$624K +$48.1K +4,900 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$596K -$10.6K -1,081 -2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$592K -$267K -27,192 -31%
TWP
37
Tyche Wealth Partners
Texas
$521K -$159K -16,191 -23%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$513K -$19.2K -1,953 -4%
NA
39
NewEdge Advisors
Louisiana
$480K +$14.4K +1,470 +3%
WFA
40
Wellspring Financial Advisors
Ohio
$457K +$103K +10,500 +29%
WANY
41
Wealthspire Advisors (New York)
New York
$434K – – –
Ameriprise
42
Ameriprise
Minnesota
$421K -$27.3K -2,781 -6%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$417K +$344K +35,032 +467%
MPCA
44
Madison Park Capital Advisors
Washington
$406K +$98.4K +10,026 +32%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$393K +$14.1K +1,436 +4%
Stifel Financial
46
Stifel Financial
Missouri
$372K +$255K +26,000 +218%
QL
47
Quarry LP
New York
$319K – – –
OC
48
Oppenheimer & Co
New York
$310K +$310K +31,641 New
MWM
49
Melfa Wealth Management
Massachusetts
$309K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$276K +$10 +1 +0%
1
2
3 4 5