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Invesco Municipal Trust
VKQ

Overview Fund Activity

89 hedge funds and large institutions have $117M invested in Invesco Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
23
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.5M
2
KIM
2
Karpus Investment Management
New York
$2.58M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.06M
4
UBS Group
4
UBS Group
Switzerland
$13.7M
5
RCM
5
Robinson Capital Management
Michigan
$824K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$18.5M
2
PIA
2
Powell Investment Advisors
Florida
$0
3
GG
3
Golden Green
South Carolina
$0
4
Wells Fargo
4
Wells Fargo
California
$4.74M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
51
Bremer Bank National Association
Minnesota
$183K – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$169K +$169K +14,682 New
Truist Financial
53
Truist Financial
North Carolina
$167K – – –
DADC
54
D.A. Davidson & Co
Montana
$167K +$691 +60 +0.4%
MFW
55
Meristem Family Wealth
Minnesota
$155K -$24.1K -2,100 -13%
LSC
56
Logan Stone Capital
Illinois
$151K +$151K +13,144 New
HCM
57
Hollencrest Capital Management
California
$137K – – –
WTA
58
Washington Trust Advisors
Massachusetts
$130K – – –
BB
59
Busey Bank
Illinois
$124K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$122K +$5.76K +500 +5%
MWM
61
Modera Wealth Management
New Jersey
$116K +$116K +10,068 New
AFG
62
Albion Financial Group
Utah
$115K – – –
PCS
63
Personal CFO Solutions
New Jersey
$115K +$115K +10,000 New
RPCA
64
Running Point Capital Advisors
California
$115K +$115K +10,000 New
SWM
65
Spire Wealth Management
Virginia
$89K – – –
HA
66
Herold Advisors
New York
$83.9K +$83.9K +7,293 New
TCM
67
Tradewinds Capital Management
Washington
$69K – – –
HCM
68
Highlander Capital Management
New Jersey
$66K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$64K – – –
SWM
70
Selective Wealth Management
Virginia
$52K +$52K +4,513 New
PCTC
71
Perkins Coie Trust Company
Washington
$48K -$20.6K -1,800 -30%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$36K – – –
HS
73
Horan Securities
United States
$30K – – –
POIA
74
Pin Oak Investment Advisors
Texas
$27K – – –
CBT
75
CoreFirst Bank & Trust
Kansas
$25K – – –
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3
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