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Invesco Municipal Trust

89 hedge funds and large institutions have $167M invested in Invesco Municipal Trust in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
51
Compass Financial Group (South Dakota)
South Dakota
$235K
Osaic Holdings
52
Osaic Holdings
Arizona
$194K
PM
53
Penbrook Management
New York
$193K
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$186K
HNB
55
Huntington National Bank
Ohio
$168K
Goldman Sachs
56
Goldman Sachs
New York
$162K
TCM
57
Tradewinds Capital Management
Washington
$154K
IFWM
58
Institute for Wealth Management
Colorado
$149K
OCM
59
Orleans Capital Management
Louisiana
$141K
Lido Advisors
60
Lido Advisors
California
$141K
SFS
61
Sowell Financial Services
Arkansas
$135K
CAM
62
Cresset Asset Management
Illinois
$130K
CL
63
Choreo LLC
Illinois
$124K
SA
64
Sanctuary Advisors
Indiana
$116K
HighTower Advisors
65
HighTower Advisors
Illinois
$113K
KAS
66
Kestra Advisory Services
Texas
$111K
WANY
67
Wealthspire Advisors (New York)
New York
$111K
AC
68
AlphaCore Capital
California
$108K
First Trust Advisors
69
First Trust Advisors
Illinois
$107K
PIA
70
Perennial Investment Advisors
California
$107K
Financial Engines Advisors
71
Financial Engines Advisors
California
$106K
MCM
72
MAI Capital Management
Ohio
$49.3K
GRP
73
Global Retirement Partners
California
$41.3K
TCOT
74
Trust Company of Toledo
Ohio
$39.7K
CB
75
Community Bank
New York
$38.6K