VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

82 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$1.21M
3
6M
3
6 Meridian
Kansas
$763K
4
COLIM
4
City of London Investment Management
United Kingdom
$595K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$4.31M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.86M
2
RCM
2
Rivernorth Capital Management
Florida
$4M
3
PPA
3
Parametric Portfolio Associates
Washington
$7.09M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Invesco
5
Invesco
Georgia
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$192K 14,500 – –
KM
52
Kalos Management
Georgia
$184K 13,550 -5,700 -30%
KAS
53
Kestra Advisory Services
Texas
$157K 11,887 -25,115 -68%
HCM
54
Hollencrest Capital Management
California
$157K 11,920 – –
HI
55
Harbour Investments
Wisconsin
$153K 11,582 +11,582 New
BBNA
56
Bremer Bank National Association
Minnesota
$151K 11,453 – –
EH
57
Equitable Holdings
New York
$149K 11,277 -1,700 -13%
WT
58
Washington Trust
Rhode Island
$149K 11,300 – –
PFS
59
Prospera Financial Services
Texas
$147K 11,100 -687 -6%
SAM
60
Seelaus Asset Management
New Jersey
$143K 10,816 -4,777 -31%
SWM
61
Spire Wealth Management
Virginia
$102K 7,743 +7,743 New
BAM
62
Barrett Asset Management
New York
$100K 7,555 – –
TCM
63
Tradewinds Capital Management
Washington
$79K 5,988 – –
HCM
64
Highlander Capital Management
New Jersey
$76K 5,770 – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$73K 5,522 – –
HS
66
Horan Securities
United States
$34K 2,587 – –
NFSG
67
Newbridge Financial Services Group
Florida
$32K 2,406 – –
US Bancorp
68
US Bancorp
Minnesota
$32K 2,392 +1,780 +291%
POIA
69
Pin Oak Investment Advisors
Texas
$31K 2,379 – –
CBT
70
CoreFirst Bank & Trust
Kansas
$29K 2,200 +2,200 New
RCA
71
Ranch Capital Advisors
Florida
$27K 2,100 – –
AF
72
Advisornet Financial
Minnesota
$26K 2,000 – –
PWMG
73
Prestige Wealth Management Group
New Jersey
$24K 1,843 – –
Citigroup
74
Citigroup
New York
$13K 1,000 – –
APWM
75
Atlas Private Wealth Management
New York
$12K 941 – –
1 2
3
4