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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
34
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.42M
2
Stifel Financial
Stifel Financial
Missouri
$1.19M
3
UBS Group
UBS Group
Switzerland
$9.65M
4
Raymond James Financial
Raymond James Financial
Florida
$1.86M
5
SG
StoneX Group
New York
$496K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$7.84M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$937K
3
LPL Financial
LPL Financial
California
$1.86M
4
KIM
Karpus Investment Management
New York
$20M
5
WANY
Wealthspire Advisors (New York)
New York
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$937K -$5.04M -550,940 -84%
IWA
27
IBEX Wealth Advisors
New Jersey
$887K +$8.71K +952 +1%
SFG
28
Seamount Financial Group
Colorado
$768K – – –
WA
29
Whipplewood Advisors
Colorado
$756K +$161K +17,613 +27%
RIL
30
Rothschild Investment LLC
Illinois
$684K -$16.5K -1,800 -2%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$665K +$25.2K +2,750 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$639K – – –
TWP
33
Tyche Wealth Partners
Texas
$635K +$174 +19 +0%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$594K +$44.3K +4,837 +8%
AIA
35
Absolute Investment Advisers
Florida
$582K – – –
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$527K -$7.46K -815 -1%
SG
37
StoneX Group
New York
$496K +$496K +54,180 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$469K -$91.6K -10,016 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K +$12.1K +1,327 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$436K +$179K +19,548 +70%
OC
41
Oppenheimer & Co
New York
$425K +$168K +18,326 +65%
Ameriprise
42
Ameriprise
Minnesota
$423K -$33K -3,690 -7%
NA
43
NewEdge Advisors
Louisiana
$418K +$5.25K +574 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$403K +$357K +38,977 +774%
MPCA
45
Madison Park Capital Advisors
Washington
$389K +$458 +50 +0.1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$377K +$7.04K +769 +2%
PM
47
Penbrook Management
New York
$376K +$188K +20,000 +100%
NL
48
Nuveen LLC
North Carolina
$299K – – –
QL
49
Quarry LP
New York
$297K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$289K -$63.6K -6,946 -18%
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