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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.2M
2
Invesco
2
Invesco
Georgia
$3.11M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$3.46M
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
OFG
5
OTA Financial Group
New York
$320K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$11.7M
3
RCM
3
Rivernorth Capital Management
Florida
$5.25M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
Selective Wealth Management
Virginia
$9K 741 – –
PFS
77
Prospera Financial Services
Texas
$8K 687 -11,101 -94%
BC
78
Bartlett & Co
Ohio
$8K 664 – –
PAM
79
Panagora Asset Management
Massachusetts
$8K 664 – –
BCWM
80
Bartlett & Co Wealth Management
Ohio
$7.97K 664 – –
US Bancorp
81
US Bancorp
Minnesota
$7K 604 +7 +1%
CB
82
Community Bank
New York
$6K 500 +500 New
APA
83
American Portfolios Advisors
New York
$4.8K 400 – –
PFO
84
Pathstone Family Office
New Jersey
$2K 175 -175 -50%
JCM
85
Jacobi Capital Management
Pennsylvania
$2K 156 – –
Northern Trust
86
Northern Trust
Illinois
$2K 13,642 +28 +0.2%
KIM
87
Karpus Investment Management
New York
– – -124,233 Closed
AA
88
AQR Arbitrage
Connecticut
– – -51,364 Closed
UCFA
89
United Capital Financial Advisors
Texas
– – -47,720 Closed
VCM
90
Vivaldi Capital Management
Illinois
– – -34,006 Closed
OC
91
Oppenheimer & Co
New York
– – -10,344 Closed
PAG
92
Private Advisor Group
New Jersey
– – -4,542 Closed
FWM
93
FSA Wealth Management
Massachusetts
– – -850 Closed
THWM
94
Taylor Hoffman Wealth Management
Virginia
– – -500 Closed
HNB
95
Huntington National Bank
Ohio
– – – –
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
BFIM
97
Beese Fulmer Investment Management
Ohio
– – – –
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