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Invesco Municipal Trust
VKQ

Overview Fund Activity

92 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 20 closing their positions.

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
30
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.4M
2
KIM
2
Karpus Investment Management
New York
$26.2M
3
LSC
3
Logan Stone Capital
Illinois
$7.16M
4
MC
4
Matisse Capital
Oregon
$944K
5
RCM
5
Robinson Capital Management
Michigan
$5.77M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.03M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.98M
4
GWMR
4
GC Wealth Management RIA
Massachusetts
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$69K +$69K +7,105 New
TCM
77
Tradewinds Capital Management
Washington
$58.1K – – –
HCM
78
Highlander Capital Management
New Jersey
$56K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$55.8K -$38.8K -4,000 -41%
SPIA
80
Steward Partners Investment Advisory
New York
$54.8K +$39.7K +4,097 +264%
FMP
81
Financial Management Professionals
Texas
$49K +$49K +5,000 New
UB
82
UMB Bank
Missouri
$34.7K -$10.5K -1,080 -23%
CA
83
CoreCap Advisors
Michigan
$32K +$32K +3,302 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$28K +$314 +32 +1%
PTC
85
Private Trust Company
Ohio
$23.5K – – –
CB
86
Community Bank
New York
$19.4K +$19.4K +2,000 New
PWMG
87
Prestige Wealth Management Group
New Jersey
$17.9K – – –
POIA
88
Pin Oak Investment Advisors
Texas
$12K – – –
FWM
89
FSA Wealth Management
Massachusetts
$8.25K – – –
RFS
90
Richardson Financial Services
Massachusetts
$5.77K +$5.77K +595 New
AF
91
Advisornet Financial
Minnesota
$4.85K – – –
PCMC
92
Planning Capital Management Corporation
Pennsylvania
$1.97K – – –
AssetMark Inc
93
AssetMark Inc
California
$6 – – –
BI
94
Bramshill Investments
Florida
– -$25M -2,619,283 Closed
GM
95
GeoWealth Management
Illinois
– -$279K -29,296 Closed
GWMR
96
GC Wealth Management RIA
Massachusetts
– -$279K -29,296 Closed
AC
97
Aristides Capital
Kentucky
– -$213K -22,300 Closed
VF
98
Virtu Financial
New York
– -$192K -20,109 Closed
WAM
99
Weiss Asset Management
Massachusetts
– -$175K -18,400 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$155K -16,252 Closed
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5