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Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
34
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$9.42M
2
Stifel Financial
Stifel Financial
Missouri
$1.19M
3
UBS Group
UBS Group
Switzerland
$9.65M
4
Raymond James Financial
Raymond James Financial
Florida
$1.86M
5
SG
StoneX Group
New York
$496K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$7.84M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$937K
3
LPL Financial
LPL Financial
California
$1.86M
4
KIM
Karpus Investment Management
New York
$20M
5
WANY
Wealthspire Advisors (New York)
New York
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$104K -$933 -102 -0.9%
MNBTD
77
Moody National Bank Trust Division
Texas
$103K – – –
KAS
78
Kestra Advisory Services
Texas
$102K +$102K +11,190 New
Financial Engines Advisors
79
Financial Engines Advisors
California
$100K – – –
AC
80
AlphaCore Capital
California
$98.2K +$1.98K +216 +2%
MC
81
Moors & Cabot
Massachusetts
$93.9K -$12.1K -1,318 -11%
WAM
82
Wolverine Asset Management
Illinois
$80.4K +$80.4K +8,787 New
MCM
83
MAI Capital Management
Ohio
$46.7K – – –
TCOT
84
Trust Company of Toledo
Ohio
$37.7K +$37.7K +4,119 New
CB
85
Community Bank
New York
$36.6K – – –
PTC
86
Private Trust Company
Ohio
$23.2K – – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$21.1K – – –
PWMG
88
Prestige Wealth Management Group
New Jersey
$16.9K – – –
POIA
89
Pin Oak Investment Advisors
Texas
$11K +$11K +1,189 New
FFO
90
Fortitude Family Office
Arizona
$10.6K – – –
FWM
91
FSA Wealth Management
Massachusetts
$7.78K – – –
SWM
92
Spire Wealth Management
Virginia
$7.32K – – –
GWM
93
Geneos Wealth Management
Colorado
$6.29K +$6.29K +687 New
RFS
94
Richardson Financial Services
Massachusetts
$5.44K – – –
LFA
95
Livelsberger Financial Advisory
Ohio
$5.06K +$5.06K +553 New
CA
96
CoreCap Advisors
Michigan
$2.72K – – –
WA
97
WPG Advisers
Maryland
$522 +$522 +57 New
Comerica Bank
98
Comerica Bank
Texas
$80 +$80 +9 New
AssetMark Inc
99
AssetMark Inc
California
$5 – – –
AWM
100
Avior Wealth Management
Nebraska
– -$160K -16,586 Closed
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4
5