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Invesco Municipal Trust

92 hedge funds and large institutions have $191M invested in Invesco Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGSD
51
Compass Financial Group (South Dakota)
South Dakota
$243K
Nomura Holdings
52
Nomura Holdings
Japan
$201K +$49.8K +5,000 +33%
PM
53
Penbrook Management
New York
$199K
BF
54
BOK Financial
Oklahoma
$189K
SQA
55
Simon Quick Advisors
New Jersey
$174K -$83K -8,332 -32%
Osaic Holdings
56
Osaic Holdings
Arizona
$172K -$422K -42,377 -71%
Goldman Sachs
57
Goldman Sachs
New York
$168K
AWM
58
Avior Wealth Management
Nebraska
$164K +$19K +1,909 +13%
IFWM
59
Institute for Wealth Management
Colorado
$153K
RZH
60
Relyea Zuckerberg Hanson
Connecticut
$145K
SA
61
Sanctuary Advisors
Indiana
$142K +$142K +15,286 New
CAM
62
Cresset Asset Management
Illinois
$134K
PCM
63
Permanent Capital Management
Illinois
$131K +$131K +14,352 New
Stifel Financial
64
Stifel Financial
Missouri
$131K
Lido Advisors
65
Lido Advisors
California
$128K +$128K +12,886 New
HNB
66
Huntington National Bank
Ohio
$125K -$122K
NCM
67
NCM Capital Management
New Jersey
$114K +$114K +11,476 New
MC
68
Moors & Cabot
Massachusetts
$111K +$1.14K +114 +1%
BB
69
Busey Bank
Illinois
$103K
HA
70
Herold Advisors
New York
$103K
MNBTD
71
Moody National Bank Trust Division
Texas
$102K -$51.9K -5,206 -34%
Financial Engines Advisors
72
Financial Engines Advisors
California
$99.8K
JWA
73
JFS Wealth Advisors
Pennsylvania
$83.3K +$1.2K +120 +1%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$74.6K -$33.9K -3,400 -31%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$71K