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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $130M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.7M
2
UBS Group
2
UBS Group
Switzerland
$11.8M
3
RCM
3
Robinson Capital Management
Michigan
$799K
4
RCM
4
Rivernorth Capital Management
Florida
$6.1M
5
KAS
5
Kestra Advisory Services
Texas
$471K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.55M
2
Invesco
2
Invesco
Georgia
$2.49M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
PPA
4
Parametric Portfolio Associates
Washington
$8.57M
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Bartlett & Co
Ohio
$9K 664 – –
BCWM
77
Bartlett & Co Wealth Management
Ohio
$8.51K 664 – –
JIR
78
James Investment Research
Ohio
$8K 600 -400 -40%
US Bancorp
79
US Bancorp
Minnesota
$8K 612 +8 +1%
CB
80
Community Bank
New York
$6K 500 – –
APA
81
American Portfolios Advisors
New York
$5.13K 400 – –
MIM
82
Merrion Investment Management
New Jersey
$5K 400 +400 New
PFO
83
Pathstone Family Office
New Jersey
$2K 175 – –
JCM
84
Jacobi Capital Management
Pennsylvania
$2K 156 – –
Northern Trust
85
Northern Trust
Illinois
$2K 13,648 +6 +0%
PAM
86
Panagora Asset Management
Massachusetts
$1K 113 -551 -83%
Nuveen Asset Management
87
Nuveen Asset Management
Illinois
– – -66,607 Closed
OFG
88
OTA Financial Group
New York
– – -26,702 Closed
ASN
89
Advisory Services Network
Georgia
– – -24,730 Closed
CAN
90
Cetera Advisor Networks
California
– – -23,362 Closed
MFW
91
Meristem Family Wealth
Minnesota
– – -15,600 Closed
JWCA
92
J.W. Cole Advisors
Florida
– – -11,199 Closed
WAM
93
Wolverine Asset Management
Illinois
– – -7,006 Closed
BFEC
94
Benjamin F. Edwards & Company
Missouri
– – -1,196 Closed
TFA
95
Toth Financial Advisory
Virginia
– – -975 Closed
HNB
96
Huntington National Bank
Ohio
– – – –
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
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