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Invesco Municipal Trust
VKQ

Overview Fund Activity

92 hedge funds and large institutions have $191M invested in Invesco Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$31.9M
2
SIA
2
Sit Investment Associates
Minnesota
$25.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.01M
4
MSL
4
Mackay Shields LLC
New York
$1.24M
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.1M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$2.91M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$5.72M
3
GC
3
Guggenheim Capital
Illinois
$8.21M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AA
5
AQR Arbitrage
Connecticut
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$67.6K +$67.6K +6,792 New
TCM
77
Tradewinds Capital Management
Washington
$59.6K – – –
BI
78
Bramshill Investments
Florida
$56K +$56K +5,620 New
SPIA
79
Steward Partners Investment Advisory
New York
$50.2K -$6.07K -609 -11%
CA
80
CoreCap Advisors
Michigan
$32.9K – – –
BFEC
81
Benjamin F. Edwards & Company
Missouri
$28K -$318 -32 -1%
PTC
82
Private Trust Company
Ohio
$24.1K – – –
UB
83
UMB Bank
Missouri
$23.5K -$12.1K -1,214 -34%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$22.9K -$92.4K -9,279 -80%
CP
85
Camelot Portfolios
Ohio
$22K +$22K +2,212 New
CB
86
Community Bank
New York
$19.9K – – –
PWMG
87
Prestige Wealth Management Group
New Jersey
$18.4K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$16.6K -$40.7K -4,086 -71%
POIA
89
Pin Oak Investment Advisors
Texas
$12K – – –
RFS
90
Richardson Financial Services
Massachusetts
$5.93K – – –
AF
91
Advisornet Financial
Minnesota
$4.98K – – –
GRP
92
Global Retirement Partners
California
$3.08K +$3.08K +309 New
PCMC
93
Planning Capital Management Corporation
Pennsylvania
$2.02K – – –
LCM
94
Landscape Capital Management
New Jersey
– -$1.54M -158,458 Closed
MC
95
Matisse Capital
Oregon
– -$944K -97,310 Closed
WAM
96
Wolverine Asset Management
Illinois
– -$916K -94,407 Closed
STA
97
Summit Trail Advisors
New York
– -$185K -19,088 Closed
BHPW
98
Beverly Hills Private Wealth
California
– -$143K -14,713 Closed
ACGA
99
Atlanta Consulting Group Advisors
Georgia
– -$136K -14,000 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
– -$105K -12,550 Closed
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4
5