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Invesco Municipal Trust
VKQ

Overview Fund Activity

92 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 20 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
30
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.4M
2
KIM
2
Karpus Investment Management
New York
$26.2M
3
LSC
3
Logan Stone Capital
Illinois
$7.16M
4
MC
4
Matisse Capital
Oregon
$944K
5
RCM
5
Robinson Capital Management
Michigan
$5.77M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.03M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.98M
4
GWMR
4
GC Wealth Management RIA
Massachusetts
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
51
Summit Trail Advisors
New York
$185K -$23K -2,367 -11%
BF
52
BOK Financial
Oklahoma
$180K -$190K -20,000 -51%
Goldman Sachs
53
Goldman Sachs
New York
$163K +$601 +62 +0.4%
MPCA
54
Madison Park Capital Advisors
Washington
$158K +$155 +16 +0.1%
MNBTD
55
Moody National Bank Trust Division
Texas
$150K -$45.4K -4,681 -23%
IFWM
56
Institute for Wealth Management
Colorado
$149K – – –
Nomura Holdings
57
Nomura Holdings
Japan
$148K +$44.5K +4,588 +43%
BHPW
58
Beverly Hills Private Wealth
California
$143K +$143K +14,713 New
AWM
59
Avior Wealth Management
Nebraska
$141K +$141K +14,580 New
RZH
60
Relyea Zuckerberg Hanson
Connecticut
$141K – – –
ACGA
61
Atlanta Consulting Group Advisors
Georgia
$136K +$136K +14,000 New
CAM
62
Cresset Asset Management
Illinois
$131K – – –
Stifel Financial
63
Stifel Financial
Missouri
$127K -$55.5K -5,723 -30%
HNB
64
Huntington National Bank
Ohio
$122K -$120K – –
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$116K +$116K +11,919 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$112K +$112K +11,581 New
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$111K – – –
MC
68
Moors & Cabot
Massachusetts
$107K +$892 +92 +0.8%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$106K +$3.88K +400 +4%
BRWA
70
B. Riley Wealth Advisors
Florida
$105K +$105K +12,550 New
BB
71
Busey Bank
Illinois
$99.9K – – –
HA
72
Herold Advisors
New York
$99.8K – – –
MWM
73
Modera Wealth Management
New Jersey
$97.7K – – –
Financial Engines Advisors
74
Financial Engines Advisors
California
$97.2K – – –
JWA
75
JFS Wealth Advisors
Pennsylvania
$80K +$1.22K +126 +2%
1 2
3
4 5