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Invesco Municipal Trust
VKQ

Overview Fund Activity

87 hedge funds and large institutions have $117M invested in Invesco Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$14.3M
2
RCM
2
Rivernorth Capital Management
Florida
$15.2M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$2.32M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.22M
5
UBS Group
5
UBS Group
Switzerland
$12M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$15.4M
2
KIM
2
Karpus Investment Management
New York
$5.93M
3
GC
3
Guggenheim Capital
Illinois
$12.7M
4
RCM
4
Robinson Capital Management
Michigan
$740K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$149K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Community Bank
New York
$18K – – –
PWMG
77
Prestige Wealth Management Group
New Jersey
$17K – – –
AF
78
Advisornet Financial
Minnesota
$14K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$14K – – –
IA
80
IFP Advisors
Florida
$13K – – –
POIA
81
Pin Oak Investment Advisors
Texas
$11K -$11K -1,189 -50%
Bessemer Group
82
Bessemer Group
New Jersey
$11K +$360 +41 +3%
PWS
83
Paragon Wealth Strategies
Florida
$7K +$7K +806 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$6.07K – – –
BC
85
Bartlett & Co
Ohio
$6K – – –
APA
86
American Portfolios Advisors
New York
$3.66K – – –
CBT
87
CoreFirst Bank & Trust
Kansas
$2K – – –
PCS
88
Personal CFO Solutions
New Jersey
– -$240K -23,612 Closed
BBNA
89
Bremer Bank National Association
Minnesota
– -$161K -15,895 Closed
Truist Financial
90
Truist Financial
North Carolina
– -$147K -14,500 Closed
VF
91
Virtu Financial
New York
– -$127K -12,475 Closed
WTA
92
Washington Trust Advisors
Massachusetts
– -$115K -11,300 Closed
SWP
93
Stratos Wealth Partners
Ohio
– -$106K -10,447 Closed
CA
94
CoreCap Advisors
Michigan
– -$56K -5,554 Closed
SWM
95
SeaCrest Wealth Management
New York
– -$18K -1,728 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
– -$4K -397 Closed
Citigroup
97
Citigroup
New York
– -$1K -100 Closed
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