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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
35
Increased
23
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$10M
2
RCM
2
Rivernorth Capital Management
Florida
$16.1M
3
BI
3
Bramshill Investments
Florida
$25M
4
LSC
4
Logan Stone Capital
Illinois
$6.05M
5
RCM
5
Robinson Capital Management
Michigan
$4.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$19.8M
2
JWA
2
JFS Wealth Advisors
Pennsylvania
$77.4K
3
SIA
3
Sit Investment Associates
Minnesota
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$8.55M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$192K +$89.7K +9,394 +88%
MNBTD
52
Moody National Bank Trust Division
Texas
$192K +$192K +20,146 New
PM
53
Penbrook Management
New York
$191K – – –
Stifel Financial
54
Stifel Financial
Missouri
$180K -$50.2K -5,272 -22%
WAM
55
Weiss Asset Management
Massachusetts
$175K +$175K +18,400 New
Goldman Sachs
56
Goldman Sachs
New York
$160K +$160K +16,774 New
FPCP
57
Fort Point Capital Partners
California
$159K +$159K +16,674 New
MPCA
58
Madison Park Capital Advisors
Washington
$155K +$155K +16,300 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$155K +$21.9K +2,296 +16%
First Trust Advisors
60
First Trust Advisors
Illinois
$151K -$91.9K -9,641 -38%
IFWM
61
Institute for Wealth Management
Colorado
$147K – – –
RZH
62
Relyea Zuckerberg Hanson
Connecticut
$139K +$139K +14,539 New
NCM
63
NCM Capital Management
New Jersey
$138K -$5.72K -600 -4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$135K -$39.1K -4,099 -22%
CAM
65
Cresset Asset Management
Illinois
$129K – – –
AC
66
Almitas Capital
California
$127K +$127K +13,365 New
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$123K +$334 +35 +0.3%
HNB
68
Huntington National Bank
Ohio
$120K -$104K – –
EC
69
Elequin Capital
New York
$117K +$117K +12,296 New
Walleye Capital
70
Walleye Capital
New York
$112K -$85.4K -8,962 -43%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$110K +$110K +11,508 New
SBIA
72
Sheaff Brock Investment Advisors
Indiana
$109K -$43.8K -4,600 -29%
MC
73
Moors & Cabot
Massachusetts
$104K +$5.62K +590 +6%
Nomura Holdings
74
Nomura Holdings
Japan
$101K +$101K +10,622 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$100K – – –
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3
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