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Invesco Municipal Trust
VKQ

Overview Fund Activity

91 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$30.1M
2
SIA
2
Sit Investment Associates
Minnesota
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
RCM
4
Robinson Capital Management
Michigan
$1.85M
5
LSC
5
Logan Stone Capital
Illinois
$900K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$469K
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Wells Fargo
4
Wells Fargo
California
$3.06M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$156K 15,708 +9 +0.1%
PB
52
Pinnacle Bancorp
Nebraska
$153K 15,500 – –
BRWA
53
B. Riley Wealth Advisors
Florida
$151K 15,250 +2,700 +22%
NCM
54
NCM Capital Management
New Jersey
$149K 15,076 -9,508 -39%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$131K 13,263 +13,263 New
HNB
56
Huntington National Bank
Ohio
– – – –
XF
57
XML Financial
Maryland
$118K 11,880 -1,022 -8%
KPWS
58
Kestra Private Wealth Services
Texas
$109K 11,000 +11,000 New
MC
59
Moors & Cabot
Massachusetts
$108K 10,888 +129 +1%
BB
60
Busey Bank
Illinois
$106K 10,730 – –
MWM
61
Modera Wealth Management
New Jersey
$99.7K 10,068 – –
Financial Engines Advisors
62
Financial Engines Advisors
California
$99.2K 10,024 – –
RPCA
63
Running Point Capital Advisors
California
$99K 10,000 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$88.6K 8,952 -7,453 -45%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$70.6K 7,129 +1,106 +18%
TCM
66
Tradewinds Capital Management
Washington
$59.3K 5,988 – –
HCM
67
Highlander Capital Management
New Jersey
$57K 5,770 – –
CA
68
CoreCap Advisors
Michigan
$55K 5,554 +5,554 New
PCTC
69
Perkins Coie Trust Company
Washington
$41.6K 4,200 – –
MRCM
70
M&R Capital Management
New Jersey
$39K 3,938 +3,938 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$31K 3,120 – –
HS
72
Horan Securities
United States
$25.6K 2,587 – –
PTC
73
Private Trust Company
Ohio
$24K 2,424 – –
PWMG
74
Prestige Wealth Management Group
New Jersey
$18.2K 1,843 – –
FA
75
Fiduciary Alliance
South Carolina
$16.8K 1,694 +1,694 New
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3
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