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Invesco Municipal Trust
VKQ

Overview Fund Activity

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$8.63M
2
MSL
2
Mackay Shields LLC
New York
$3.42M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.29M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$1.48M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$25.2M
2
SIA
2
Sit Investment Associates
Minnesota
$18.6M
3
KIM
3
Karpus Investment Management
New York
$22.3M
4
LPL Financial
4
LPL Financial
California
$1.14M
5
AA
5
AQR Arbitrage
Connecticut
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$288K -$10 -1 -0%
RP
52
Riverbridge Partners
Minnesota
$288K -$300K -29,248 -51%
Cohen & Steers
53
Cohen & Steers
New York
$257K +$257K +25,000 New
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$250K – – –
PM
55
Penbrook Management
New York
$205K – – –
Lido Advisors
56
Lido Advisors
California
$205K +$72.7K +7,089 +55%
AWM
57
Avior Wealth Management
Nebraska
$202K +$32.4K +3,158 +19%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$200K +$200K +19,475 New
SQA
59
Simon Quick Advisors
New Jersey
$190K +$10.4K +1,015 +6%
OCM
60
Orleans Capital Management
Louisiana
$183K +$183K +17,830 New
Goldman Sachs
61
Goldman Sachs
New York
$173K – – –
TCM
62
Tradewinds Capital Management
Washington
$164K +$102K +9,950 +166%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$160K +$160K +15,546 New
IFWM
64
Institute for Wealth Management
Colorado
$158K – – –
Cerity Partners
65
Cerity Partners
New York
$152K +$152K +14,828 New
SA
66
Sanctuary Advisors
Indiana
$151K – – –
CAM
67
Cresset Asset Management
Illinois
$139K – – –
ACA
68
Ackerman Capital Advisors
Texas
$137K +$137K +13,325 New
HNB
69
Huntington National Bank
Ohio
$129K -$125K – –
STA
70
Summit Trail Advisors
New York
$128K +$128K +12,520 New
Stifel Financial
71
Stifel Financial
Missouri
$122K -$12.4K -1,212 -9%
BF
72
BOK Financial
Oklahoma
$118K -$77K -7,500 -39%
NCM
73
NCM Capital Management
New Jersey
$118K – – –
Osaic Holdings
74
Osaic Holdings
Arizona
$117K -$60K -5,849 -34%
MC
75
Moors & Cabot
Massachusetts
$116K +$1.54K +150 +1%
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3
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