VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
34
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.42M
2
Stifel Financial
Stifel Financial
Missouri
$1.19M
3
UBS Group
UBS Group
Switzerland
$9.65M
4
Raymond James Financial
Raymond James Financial
Florida
$1.86M
5
SG
StoneX Group
New York
$496K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$7.84M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$937K
3
LPL Financial
LPL Financial
California
$1.86M
4
KIM
Karpus Investment Management
New York
$20M
5
WANY
Wealthspire Advisors (New York)
New York
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Melfa Wealth Management
Massachusetts
$288K – – –
RP
52
Riverbridge Partners
Minnesota
$279K +$14.1K +1,539 +5%
WFA
53
Wellspring Financial Advisors
Ohio
$261K – – –
PFS
54
Prospera Financial Services
Texas
$238K +$101K +11,000 +73%
Cohen & Steers
55
Cohen & Steers
New York
$229K – – –
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$226K +$226K +24,719 New
CFGSD
57
Compass Financial Group (South Dakota)
South Dakota
$223K – – –
SQA
58
Simon Quick Advisors
New Jersey
$188K +$5.45K +596 +3%
HF
59
HRT Financial
New York
$188K +$188K +20,627 New
Osaic Holdings
60
Osaic Holdings
Arizona
$186K +$66.4K +6,767 +56%
EC
61
Elequin Capital
New York
$178K +$117K +12,751 +190%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$174K +$1.12K +122 +0.6%
OCM
63
Orleans Capital Management
Louisiana
$163K – – –
Goldman Sachs
64
Goldman Sachs
New York
$154K – – –
TCM
65
Tradewinds Capital Management
Washington
$146K – – –
IFWM
66
Institute for Wealth Management
Colorado
$141K – – –
SFS
67
Sowell Financial Services
Arkansas
$128K – – –
STA
68
Summit Trail Advisors
New York
$126K +$9.51K +1,039 +8%
CAM
69
Cresset Asset Management
Illinois
$124K – – –
Cerity Partners
70
Cerity Partners
New York
$120K – – –
HNB
71
Huntington National Bank
Ohio
$118K -$125K – –
ACGA
72
Atlanta Consulting Group Advisors
Georgia
$110K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$106K +$14.9K +1,627 +16%
WANY
74
Wealthspire Advisors (New York)
New York
$105K -$300K -32,785 -74%
NCM
75
NCM Capital Management
New Jersey
$105K – – –
1 2
3
4 5