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Invesco Municipal Trust
VKQ

Overview Fund Activity

97 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.46M
2
LPL Financial
2
LPL Financial
California
$5.23M
3
GC
3
Guggenheim Capital
Illinois
$11.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.68M
5
AAM
5
Advisors Asset Management
Colorado
$3.61M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$33.5M
2
KIM
2
Karpus Investment Management
New York
$21.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$564K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$6.37M
5
SIA
5
Sit Investment Associates
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$271K – – –
CAM
52
Concorde Asset Management
Michigan
$244K +$95.5K +10,130 +64%
Cohen & Steers
53
Cohen & Steers
New York
$241K – – –
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$235K – – –
PM
55
Penbrook Management
New York
$193K – – –
SQA
56
Simon Quick Advisors
New Jersey
$193K +$6.38K +661 +3%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$182K +$15.6K +1,613 +9%
OCM
58
Orleans Capital Management
Louisiana
$172K – – –
Goldman Sachs
59
Goldman Sachs
New York
$162K – – –
AWM
60
Avior Wealth Management
Nebraska
$160K -$9.65K -1,000 -6%
Lido Advisors
61
Lido Advisors
California
$154K -$38.6K -4,000 -20%
TCM
62
Tradewinds Capital Management
Washington
$154K – – –
IFWM
63
Institute for Wealth Management
Colorado
$149K – – –
PFS
64
Prospera Financial Services
Texas
$145K +$145K +15,000 New
PAG
65
Private Advisor Group
New Jersey
$140K +$140K +14,530 New
PCM
66
Permanent Capital Management
Illinois
$138K -$13.9K -1,444 -9%
SFS
67
Sowell Financial Services
Arkansas
$135K +$135K +14,000 New
CAM
68
Cresset Asset Management
Illinois
$130K – – –
Cerity Partners
69
Cerity Partners
New York
$126K -$39 -4 -0%
HNB
70
Huntington National Bank
Ohio
$125K -$127K – –
STA
71
Summit Trail Advisors
New York
$123K +$3.42K +354 +3%
Osaic Holdings
72
Osaic Holdings
Arizona
$117K -$65.3K -6,767 -36%
ACGA
73
Atlanta Consulting Group Advisors
Georgia
$116K – – –
MC
74
Moors & Cabot
Massachusetts
$112K +$1.53K +159 +1%
NCM
75
NCM Capital Management
New Jersey
$111K +$111K +11,476 New
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3
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