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Invesco Municipal Trust
VKQ

Overview Fund Activity

79 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
79
Holders Change
-12
Holders Change %
-13.19%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.58M
2
SIA
2
Sit Investment Associates
Minnesota
$20M
3
LPL Financial
3
LPL Financial
California
$1.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.38M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$742K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.18M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$402K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$352K
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
76
Bartlett & Co Wealth Management
Ohio
$6.59K 664 – –
AF
77
Allworth Financial
California
$4.96K 500 – –
NIC
78
Northwest Investment Counselors
Oregon
$4.75K 479 – –
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$939 94,707 +3,911 +4%
AssetMark Inc
80
AssetMark Inc
California
$6 1 – –
IWA
81
IBEX Wealth Advisors
New Jersey
– – -66,747 Closed
WAM
82
Weiss Asset Management
Massachusetts
– – -42,836 Closed
FM
83
Family Management
New York
– – -27,300 Closed
COLIM
84
City of London Investment Management
United Kingdom
– – -25,803 Closed
WAP
85
Wealthcare Advisory Partners
Pennsylvania
– – -16,809 Closed
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
– – -15,708 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– – -13,263 Closed
MC
88
Moors & Cabot
Massachusetts
– – -10,888 Closed
Financial Engines Advisors
89
Financial Engines Advisors
California
– – -10,024 Closed
RPCA
90
Running Point Capital Advisors
California
– – -10,000 Closed
FA
91
Fiduciary Alliance
South Carolina
– – -1,694 Closed
Bessemer Group
92
Bessemer Group
New Jersey
– – -1,378 Closed
AAMA
93
Advanced Asset Management Advisors
Ohio
– – -900 Closed
PWS
94
Paragon Wealth Strategies
Florida
– – -816 Closed
CBT
95
CoreFirst Bank & Trust
Kansas
– – -200 Closed
MCC
96
Money Concepts Capital
Florida
– – -110 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
HCM
98
Hollencrest Capital Management
California
– – – –
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
– – – –
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