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Invesco Municipal Trust
VKQ

Overview Fund Activity

97 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$9.46M
2
LPL Financial
LPL Financial
California
$5.23M
3
GC
Guggenheim Capital
Illinois
$11.2M
4
Morgan Stanley
Morgan Stanley
New York
$8.68M
5
AAM
Advisors Asset Management
Colorado
$3.61M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$33.5M
2
KIM
Karpus Investment Management
New York
$21.4M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$564K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
$6.37M
5
SIA
Sit Investment Associates
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$926K +$66.3K +6,868 +8%
SFG
27
Seamount Financial Group
Colorado
$810K +$19.6K +2,030 +2%
WA
28
Whipplewood Advisors
Colorado
$772K -$188K -15,794 -20%
RIL
29
Rothschild Investment LLC
Illinois
$738K -$241K -25,000 -25%
WAAG
30
Wealth Alliance Advisory Group
Kansas
$675K +$33.3K +3,450 +5%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$673K +$263K +27,264 +64%
TWP
32
Tyche Wealth Partners
Texas
$669K +$157K +16,224 +31%
AIA
33
Absolute Investment Advisers
Florida
$614K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$591K +$8.73K +905 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$579K -$6.64K -689 -1%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$564K -$2.22M -229,628 -80%
Ameriprise
37
Ameriprise
Minnesota
$492K +$77.6K +8,037 +19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$479K -$24.7K -2,558 -5%
NA
39
NewEdge Advisors
Louisiana
$435K -$37.2K -3,852 -8%
WANY
40
Wealthspire Advisors (New York)
New York
$427K – – –
MPCA
41
Madison Park Capital Advisors
Washington
$410K +$10.3K +1,070 +3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$390K +$2.99K +310 +0.8%
Stifel Financial
43
Stifel Financial
Missouri
$381K +$15.4K +1,600 +4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$372K +$109K +11,320 +42%
NL
45
Nuveen LLC
North Carolina
$315K +$315K +32,624 New
QL
46
Quarry LP
New York
$314K – – –
MWM
47
Melfa Wealth Management
Massachusetts
$304K – – –
RP
48
Riverbridge Partners
Minnesota
$280K +$47.7K +4,938 +21%
WFA
49
Wellspring Financial Advisors
Ohio
$275K -$174K -18,000 -39%
OC
50
Oppenheimer & Co
New York
$272K -$33.8K -3,500 -11%
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