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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $130M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.7M
2
UBS Group
2
UBS Group
Switzerland
$11.8M
3
RCM
3
Robinson Capital Management
Michigan
$799K
4
RCM
4
Rivernorth Capital Management
Florida
$6.1M
5
KAS
5
Kestra Advisory Services
Texas
$471K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.55M
2
Invesco
2
Invesco
Georgia
$2.49M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$8.57M
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$185K +$34.1K +2,675 +23%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$170K -$10.6K -829 -6%
EH
53
Equitable Holdings
New York
$166K – – –
HCM
54
Hollencrest Capital Management
California
$153K – – –
PFS
55
Prospera Financial Services
Texas
$151K +$142K +11,100 +1,616%
BBNA
56
Bremer Bank National Association
Minnesota
$147K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$147K – – –
WT
58
Washington Trust
Rhode Island
$145K – – –
CRC
59
Curi RMB Capital
Illinois
$141K +$141K +10,973 New
BAM
60
Barrett Asset Management
New York
$97K – – –
TCM
61
Tradewinds Capital Management
Washington
$77K – – –
HCM
62
Highlander Capital Management
New Jersey
$74K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$71K – – –
HS
64
Horan Securities
United States
$33K -$4.98K -390 -13%
NFSG
65
Newbridge Financial Services Group
Florida
$31K – – –
POIA
66
Pin Oak Investment Advisors
Texas
$30K – – –
AF
67
Advisornet Financial
Minnesota
$26K -$6.5K -500 -20%
RCA
68
Ranch Capital Advisors
Florida
$26K – – –
PWMG
69
Prestige Wealth Management Group
New Jersey
$24K – – –
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$24K +$24K +1,847 New
GI
71
Gradient Investments
Minnesota
$15K – – –
Citigroup
72
Citigroup
New York
$13K – – –
APWM
73
Atlas Private Wealth Management
New York
$12K – – –
FWM
74
FSA Wealth Management
Massachusetts
$11K +$11K +850 New
BC
75
Bartlett & Co
Ohio
$9K – – –
1 2
3
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