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Invesco Municipal Trust
VKQ

Overview Fund Activity

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$8.63M
2
MSL
2
Mackay Shields LLC
New York
$3.42M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.29M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$1.48M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$25.2M
2
SIA
2
Sit Investment Associates
Minnesota
$18.6M
3
KIM
3
Karpus Investment Management
New York
$22.3M
4
LPL Financial
4
LPL Financial
California
$1.14M
5
AA
5
AQR Arbitrage
Connecticut
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$111K +$111K +10,779 New
PAG
77
Private Advisor Group
New Jersey
$108K +$108K +10,530 New
BB
78
Busey Bank
Illinois
$106K – – –
HA
79
Herold Advisors
New York
$106K – – –
MNBTD
80
Moody National Bank Trust Division
Texas
$105K – – –
Financial Engines Advisors
81
Financial Engines Advisors
California
$103K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$76.9K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$74K +$1.35K +132 +2%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$69.7K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$51.7K – – –
CB
86
Community Bank
New York
$41K +$20.5K +2,000 +100%
PTC
87
Private Trust Company
Ohio
$24.9K – – –
UB
88
UMB Bank
Missouri
$24.2K – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$23.6K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$18.9K – – –
MFC
91
Mechanics Financial Corp
Ohio
$18.1K +$18.1K +1,766 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$17.1K – – –
RFS
93
Richardson Financial Services
Massachusetts
$12K +$6.02K +595 +100%
POIA
94
Pin Oak Investment Advisors
Texas
$12K – – –
FFO
95
Fortitude Family Office
Arizona
$11.9K +$11.9K +1,156 New
Bessemer Group
96
Bessemer Group
New Jersey
$10K +$10K +1,008 New
FWM
97
FSA Wealth Management
Massachusetts
$8.72K +$8.72K +850 New
WAM
98
Wolverine Asset Management
Illinois
$7.22K +$7.22K +704 New
LFA
99
Livelsberger Financial Advisory
Ohio
$5.67K +$5.67K +553 New
AF
100
Advisornet Financial
Minnesota
$5.13K – – –
1 2 3
4
5