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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.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% 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
34
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$7.84M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$937K
3
LPL Financial
3
LPL Financial
California
$1.86M
4
KIM
4
Karpus Investment Management
New York
$20M
5
WANY
5
Wealthspire Advisors (New York)
New York
$105K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Melfa Wealth Management
Massachusetts
$288K 31,515 – –
RP
52
Riverbridge Partners
Minnesota
$279K 30,542 +1,539 +5%
WFA
53
Wellspring Financial Advisors
Ohio
$261K 28,546 – –
PFS
54
Prospera Financial Services
Texas
$238K 26,000 +11,000 +73%
Cohen & Steers
55
Cohen & Steers
New York
$229K 25,000 – –
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$226K 24,719 +24,719 New
CFGSD
57
Compass Financial Group (South Dakota)
South Dakota
$223K 24,349 – –
SQA
58
Simon Quick Advisors
New Jersey
$188K 20,568 +596 +3%
HF
59
HRT Financial
New York
$188K 20,627 +20,627 New
Osaic Holdings
60
Osaic Holdings
Arizona
$186K 18,922 +6,767 +56%
EC
61
Elequin Capital
New York
$178K 19,460 +12,751 +190%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$174K 19,029 +122 +0.6%
OCM
63
Orleans Capital Management
Louisiana
$163K 17,830 – –
Goldman Sachs
64
Goldman Sachs
New York
$154K 16,836 – –
TCM
65
Tradewinds Capital Management
Washington
$146K 15,938 – –
IFWM
66
Institute for Wealth Management
Colorado
$141K 15,400 – –
SFS
67
Sowell Financial Services
Arkansas
$128K 14,000 – –
STA
68
Summit Trail Advisors
New York
$126K 13,756 +1,039 +8%
CAM
69
Cresset Asset Management
Illinois
$124K 13,500 – –
Cerity Partners
70
Cerity Partners
New York
$120K 13,098 – –
HNB
71
Huntington National Bank
Ohio
– – – –
ACGA
72
Atlanta Consulting Group Advisors
Georgia
$110K 12,000 – –
HighTower Advisors
73
HighTower Advisors
Illinois
$106K 11,627 +1,627 +16%
WANY
74
Wealthspire Advisors (New York)
New York
$105K 11,500 -32,785 -74%
NCM
75
NCM Capital Management
New Jersey
$105K 11,476 – –
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