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Invesco Municipal Trust
VKQ

Overview Fund Activity

79 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
79
Holders Change
-12
Holders Change %
-13.19%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.58M
2
SIA
2
Sit Investment Associates
Minnesota
$20M
3
LPL Financial
3
LPL Financial
California
$1.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.38M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$742K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.18M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$402K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$352K
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
Woodline Partners
California
$146K 14,681 +14,681 New
BHPW
52
Beverly Hills Private Wealth
California
$143K 14,417 +14,417 New
CAM
53
Cresset Asset Management
Illinois
$134K 13,500 -482 -3%
HNB
54
Huntington National Bank
Ohio
– – – –
XF
55
XML Financial
Maryland
$118K 11,880 – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$111K 11,147 +11,147 New
KPWS
57
Kestra Private Wealth Services
Texas
$109K 11,000 – –
BB
58
Busey Bank
Illinois
$106K 10,730 – –
MWM
59
Modera Wealth Management
New Jersey
$99.9K 10,068 – –
Nomura Holdings
60
Nomura Holdings
Japan
$99.2K 10,000 +10,000 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$88.8K 8,952 – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$70.7K 7,129 – –
TCM
63
Tradewinds Capital Management
Washington
$59.4K 5,988 – –
HCM
64
Highlander Capital Management
New Jersey
$57K 5,770 – –
PCTC
65
Perkins Coie Trust Company
Washington
$41.7K 4,200 – –
NA
66
NewEdge Advisors
Louisiana
$37.4K 3,771 – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$28K 2,820 -300 -10%
HS
68
Horan Securities
United States
$25.7K 2,587 – –
PTC
69
Private Trust Company
Ohio
$24K 2,424 – –
MRCM
70
M&R Capital Management
New Jersey
$19.5K 1,969 -1,969 -50%
PWMG
71
Prestige Wealth Management Group
New Jersey
$18.3K 1,843 – –
SPIA
72
Steward Partners Investment Advisory
New York
$15.4K 1,551 – –
AF
73
Advisornet Financial
Minnesota
$14.8K 1,490 – –
POIA
74
Pin Oak Investment Advisors
Texas
$12K 1,189 – –
BC
75
Bartlett & Co
Ohio
$7K 664 – –
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3
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