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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.2M
2
Invesco
2
Invesco
Georgia
$3.11M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$3.46M
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
OFG
5
OTA Financial Group
New York
$320K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$11.7M
3
RCM
3
Rivernorth Capital Management
Florida
$5.25M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$143K – – –
Truist Financial
52
Truist Financial
North Carolina
$142K +$12K +1,000 +9%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$138K -$25.2K -2,097 -15%
BBNA
54
Bremer Bank National Association
Minnesota
$138K – – –
WT
55
Washington Trust
Rhode Island
$136K +$136K +11,300 New
JWCA
56
J.W. Cole Advisors
Florida
$134K +$134K +11,199 New
KAS
57
Kestra Advisory Services
Texas
$126K +$126K +10,453 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$119K -$59.3K -4,938 -33%
BAM
59
Barrett Asset Management
New York
$91K – – –
WAM
60
Wolverine Asset Management
Illinois
$84K +$84K +7,006 New
TCM
61
Tradewinds Capital Management
Washington
$72K – – –
HCM
62
Highlander Capital Management
New Jersey
$69K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$66K – – –
HS
64
Horan Securities
United States
$36K +$290 +24 +0.8%
AF
65
Advisornet Financial
Minnesota
$30K – – –
POIA
66
Pin Oak Investment Advisors
Texas
$29K – – –
NFSG
67
Newbridge Financial Services Group
Florida
$29K +$29K +2,406 New
RCA
68
Ranch Capital Advisors
Florida
$25K -$23.8K -2,000 -49%
PWMG
69
Prestige Wealth Management Group
New Jersey
$22K – – –
GI
70
Gradient Investments
Minnesota
$15K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$14K – – –
JIR
72
James Investment Research
Ohio
$12K – – –
TFA
73
Toth Financial Advisory
Virginia
$12K – – –
Citigroup
74
Citigroup
New York
$12K – – –
APWM
75
Atlas Private Wealth Management
New York
$11K – – –
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3
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