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Invesco Municipal Trust
VKQ

Overview Fund Activity

91 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$30.1M
2
SIA
2
Sit Investment Associates
Minnesota
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
RCM
4
Robinson Capital Management
Michigan
$1.85M
5
LSC
5
Logan Stone Capital
Illinois
$900K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$469K
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Wells Fargo
4
Wells Fargo
California
$3.06M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$15.4K – – –
AF
77
Advisornet Financial
Minnesota
$14.8K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$14K +$1.27K +125 +10%
POIA
79
Pin Oak Investment Advisors
Texas
$12K – – –
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$11.9K +$11.9K +1,205 New
AAMA
81
Advanced Asset Management Advisors
Ohio
$8.91K +$8.91K +900 New
PWS
82
Paragon Wealth Strategies
Florida
$8.08K +$99 +10 +1%
BC
83
Bartlett & Co
Ohio
$7K – – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$6.57K – – –
AF
85
Allworth Financial
California
$4.95K +$4.95K +500 New
CAM
86
Cresset Asset Management
Illinois
$4.9K +$26 +73 +0.5%
NIC
87
Northwest Investment Counselors
Oregon
$4.74K +$4.74K +479 New
CBT
88
CoreFirst Bank & Trust
Kansas
$1.98K – – –
MCC
89
Money Concepts Capital
Florida
$1.09K +$1.09K +110 New
PAG
90
Private Advisor Group
New Jersey
$157 +$51 +5,132 +48%
NA
91
NewEdge Advisors
Louisiana
$37 -$102 -10,400 -73%
AssetMark Inc
92
AssetMark Inc
California
$6 – – –
WAM
93
Wolverine Asset Management
Illinois
– -$335K -36,737 Closed
ACA
94
Ackerman Capital Advisors
Texas
– -$143K -15,689 Closed
HCM
95
Hollencrest Capital Management
California
– -$109K -11,920 Closed
CIC
96
Carnegie Investment Counsel
Ohio
– -$102K -11,191 Closed
CAN
97
Cetera Advisor Networks
California
– -$95K -10,401 Closed
SWM
98
Selective Wealth Management
Virginia
– -$41K -4,513 Closed
SWM
99
Spire Wealth Management
Virginia
– -$24K -2,581 Closed
CB
100
Community Bank
New York
– -$18K -2,000 Closed
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4
5