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Invesco Municipal Trust
VKQ

Overview Fund Activity

75 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$18M
2
RCM
2
Rivernorth Capital Management
Florida
$8.76M
3
AA
3
AQR Arbitrage
Connecticut
$3.2M
4
API
4
Advisor Partners II
California
$987K
5
RCM
5
Robinson Capital Management
Michigan
$2.45M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$17M
2
KIM
2
Karpus Investment Management
New York
$24.4M
3
BlackRock
3
BlackRock
New York
$1.44M
4
UBS Group
4
UBS Group
Switzerland
$8.96M
5
Bank of America
5
Bank of America
North Carolina
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$108K 12,897 +22 +0.2%
BRWA
52
B. Riley Wealth Advisors
Florida
$105K 12,550 -2,700 -18%
PAG
53
Private Advisor Group
New Jersey
$105K 12,542 +82 +0.7%
HNB
54
Huntington National Bank
Ohio
– – – –
VF
55
Virtu Financial
New York
$89K 10,715 -7,100 -40%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$87.5K 10,494 -5,649 -35%
MC
57
Moors & Cabot
Massachusetts
$86.1K 10,318 -461 -4%
BB
58
Busey Bank
Illinois
$85.9K 10,297 +68 +0.7%
OC
59
Oppenheimer & Co
New York
$85.6K 10,266 +10,266 New
MWM
60
Modera Wealth Management
New Jersey
$84K 10,068 – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$74.7K 8,952 – –
CWM
62
Compass Wealth Management
Connecticut
$64.4K 7,721 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$59.5K 7,129 – –
TCM
64
Tradewinds Capital Management
Washington
$49.9K 5,988 – –
HCM
65
Highlander Capital Management
New Jersey
$48K 5,770 – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$24K 2,820 – –
PTC
67
Private Trust Company
Ohio
$20.2K 2,424 – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$15.4K 1,843 – –
SPIA
69
Steward Partners Investment Advisory
New York
$12.9K 1,551 – –
POIA
70
Pin Oak Investment Advisors
Texas
$10K 1,189 – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$7.55K 905 +905 New
AF
72
Advisornet Financial
Minnesota
$6.92K 830 -660 -44%
NIC
73
Northwest Investment Counselors
Oregon
$4K 479 – –
Comerica Bank
74
Comerica Bank
Texas
$4K 479 +479 New
GWM
75
Geneos Wealth Management
Colorado
$1K 120 +120 New
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3
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