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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $187M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$37.6M
2
KIM
2
Karpus Investment Management
New York
$24.8M
3
LPL Financial
3
LPL Financial
California
$4.31M
4
RCM
4
Robinson Capital Management
Michigan
$11.2M
5
GC
5
Guggenheim Capital
Illinois
$10.5M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
LSC
2
Logan Stone Capital
Illinois
$109K
3
AA
3
AQR Arbitrage
Connecticut
$0
4
SIA
4
Sit Investment Associates
Minnesota
$17.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$267K -$32.4K -3,304 -11%
Cohen & Steers
52
Cohen & Steers
New York
$245K – – –
CFGSD
53
Compass Financial Group (South Dakota)
South Dakota
$239K – – –
RP
54
Riverbridge Partners
Minnesota
$236K -$39.2K -3,997 -14%
PM
55
Penbrook Management
New York
$196K – – –
Lido Advisors
56
Lido Advisors
California
$196K – – –
KWA
57
Kingswood Wealth Advisors
California
$193K +$193K +19,700 New
SQA
58
Simon Quick Advisors
New Jersey
$189K +$8.18K +834 +5%
Osaic Holdings
59
Osaic Holdings
Arizona
$186K +$73.3K +7,473 +65%
OCM
60
Orleans Capital Management
Louisiana
$177K – – –
XT
61
XTX Topco
Cayman Islands
$176K +$176K +17,939 New
AWM
62
Avior Wealth Management
Nebraska
$173K -$20.2K -2,061 -10%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$170K -$21.4K -2,181 -11%
Nomura Holdings
64
Nomura Holdings
Japan
$166K +$166K +16,964 New
Goldman Sachs
65
Goldman Sachs
New York
$165K – – –
TCM
66
Tradewinds Capital Management
Washington
$156K – – –
CAM
67
Concorde Asset Management
Michigan
$155K +$155K +15,794 New
PCM
68
Permanent Capital Management
Illinois
$155K +$155K +15,770 New
IFWM
69
Institute for Wealth Management
Colorado
$151K – – –
LCM
70
Landscape Capital Management
New Jersey
$150K +$150K +15,307 New
HighTower Advisors
71
HighTower Advisors
Illinois
$147K -$257K -26,222 -64%
CAM
72
Cresset Asset Management
Illinois
$132K – – –
Cerity Partners
73
Cerity Partners
New York
$129K -$16.9K -1,726 -12%
HNB
74
Huntington National Bank
Ohio
$127K -$129K – –
STA
75
Summit Trail Advisors
New York
$121K -$1.54K -157 -1%
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