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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $187M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$37.6M
2
KIM
2
Karpus Investment Management
New York
$24.8M
3
LPL Financial
3
LPL Financial
California
$4.31M
4
RCM
4
Robinson Capital Management
Michigan
$11.2M
5
GC
5
Guggenheim Capital
Illinois
$10.5M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
LSC
2
Logan Stone Capital
Illinois
$109K
3
AA
3
AQR Arbitrage
Connecticut
$0
4
SIA
4
Sit Investment Associates
Minnesota
$17.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$118K -$32.3K -3,280 -21%
ACGA
77
Atlanta Consulting Group Advisors
Georgia
$118K +$118K +12,000 New
First Trust Advisors
78
First Trust Advisors
Illinois
$118K +$11.9K +1,216 +11%
MC
79
Moors & Cabot
Massachusetts
$112K +$1.51K +154 +1%
BF
80
BOK Financial
Oklahoma
$111K – – –
MNBTD
81
Moody National Bank Trust Division
Texas
$110K +$9.7K +989 +10%
LSC
82
Logan Stone Capital
Illinois
$109K -$2.15M -219,031 -95%
Financial Engines Advisors
83
Financial Engines Advisors
California
$108K +$9.31K +949 +9%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$70K -$1.3K -132 -2%
MCM
85
MAI Capital Management
Ohio
$50.1K +$50.1K +5,106 New
SPIA
86
Steward Partners Investment Advisory
New York
$49.4K – – –
CB
87
Community Bank
New York
$39.2K – – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$22.6K – – –
PWMG
89
Prestige Wealth Management Group
New Jersey
$18.1K – – –
FFO
90
Fortitude Family Office
Arizona
$11.3K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$10.8K -$5.51K -562 -34%
FWM
92
FSA Wealth Management
Massachusetts
$8.34K – – –
FW
93
Fairway Wealth
Ohio
$7.85K +$7.85K +800 New
RFS
94
Richardson Financial Services
Massachusetts
$5.84K -$5.84K -595 -50%
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$5.56K -$61.1K -6,225 -92%
FFA
96
Frazier Financial Advisors
Ohio
$3.12K +$39 +4 +1%
CA
97
CoreCap Advisors
Michigan
$2.91K – – –
TWC
98
TD Waterhouse Canada
Ontario, Canada
$1.23K +$1.23K +125 New
AssetMark Inc
99
AssetMark Inc
California
$6 – – –
SCM
100
Saba Capital Management
New York
– -$25.2M -2,456,292 Closed
1 2 3
4
5