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Invesco Municipal Trust
VKQ

Overview Fund Activity

81 hedge funds and large institutions have $141M invested in Invesco Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.45M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.12M
3
BI
3
Bramshill Investments
Florida
$17.8M
4
SIA
4
Sit Investment Associates
Minnesota
$20.2M
5
AA
5
AQR Arbitrage
Connecticut
$2.03M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.5M
2
SMC
2
Smith, Moore & Co
Missouri
$0
3
RJA
3
Raymond James & Associates
Florida
$504K
4
Wells Fargo
4
Wells Fargo
California
$2.93M
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$127K 13,500 – –
Nomura Holdings
52
Nomura Holdings
Japan
$127K 13,500 +3,500 +35%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$121K 12,875 +12,875 New
HNB
54
Huntington National Bank
Ohio
– – – –
PAG
55
Private Advisor Group
New Jersey
$117K 12,460 -2,353 -16%
XF
56
XML Financial
Maryland
$112K 11,880 – –
Cerity Partners
57
Cerity Partners
New York
$107K 11,357 +11,357 New
KPWS
58
Kestra Private Wealth Services
Texas
$104K 11,000 – –
MC
59
Moors & Cabot
Massachusetts
$102K 10,779 +10,779 New
BB
60
Busey Bank
Illinois
$96.5K 10,229 -501 -5%
MWM
61
Modera Wealth Management
New Jersey
$94.9K 10,068 – –
Financial Engines Advisors
62
Financial Engines Advisors
California
$94.5K 10,024 +10,024 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$84.4K 8,952 – –
CWM
64
Compass Wealth Management
Connecticut
$72.8K 7,721 +7,721 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$67.2K 7,129 – –
TCM
66
Tradewinds Capital Management
Washington
$56.5K 5,988 – –
HCM
67
Highlander Capital Management
New Jersey
$54K 5,770 – –
NA
68
NewEdge Advisors
Louisiana
$35.6K 3,771 – –
WAM
69
Wolverine Asset Management
Illinois
$30.6K 3,250 +3,250 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$27K 2,820 – –
HS
71
Horan Securities
United States
$24.4K 2,587 – –
PTC
72
Private Trust Company
Ohio
$22.9K 2,424 – –
PWMG
73
Prestige Wealth Management Group
New Jersey
$17.4K 1,843 – –
SPIA
74
Steward Partners Investment Advisory
New York
$14.6K 1,551 – –
AF
75
Advisornet Financial
Minnesota
$14.1K 1,490 – –
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3
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