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Invesco Municipal Trust
VKQ

Overview Fund Activity

97 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.46M
2
LPL Financial
2
LPL Financial
California
$5.23M
3
GC
3
Guggenheim Capital
Illinois
$11.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.68M
5
AAM
5
Advisors Asset Management
Colorado
$3.61M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$33.5M
2
KIM
2
Karpus Investment Management
New York
$21.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$564K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$6.37M
5
SIA
5
Sit Investment Associates
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$110K -$5.56K -576 -5%
MNBTD
77
Moody National Bank Trust Division
Texas
$109K – – –
Financial Engines Advisors
78
Financial Engines Advisors
California
$106K – – –
AC
79
AlphaCore Capital
California
$101K +$101K +10,514 New
HighTower Advisors
80
HighTower Advisors
Illinois
$96.5K -$48.3K -5,000 -33%
EC
81
Elequin Capital
New York
$64.7K +$64.7K +6,709 New
MCM
82
MAI Capital Management
Ohio
$49.3K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$48.6K – – –
BF
84
BOK Financial
Oklahoma
$38.6K -$72.4K -7,500 -65%
CB
85
Community Bank
New York
$38.6K – – –
US Bancorp
86
US Bancorp
Minnesota
$26.1K +$26.1K +2,700 New
PTC
87
Private Trust Company
Ohio
$24.5K +$24.5K +2,536 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$22.2K – – –
PWMG
89
Prestige Wealth Management Group
New Jersey
$17.8K – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$12.4K +$12.4K +1,285 New
FFO
91
Fortitude Family Office
Arizona
$11.2K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$10.6K – – –
FWM
93
FSA Wealth Management
Massachusetts
$8.2K – – –
SWM
94
Spire Wealth Management
Virginia
$7.72K +$7.72K +800 New
RFS
95
Richardson Financial Services
Massachusetts
$5.74K – – –
CA
96
CoreCap Advisors
Michigan
$2.87K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1K -$51.2K -6,969 -98%
AssetMark Inc
98
AssetMark Inc
California
$6 – – –
IAA
99
Independent Advisor Alliance
North Carolina
– -$762K -77,702 Closed
KWA
100
Kingswood Wealth Advisors
California
– -$193K -19,700 Closed
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