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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.2M
2
Invesco
2
Invesco
Georgia
$3.11M
3
FGA
3
Fortis Group Advisors
New Jersey
$453K
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$3.46M
5
GC
5
Guggenheim Capital
Illinois
$17.6M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$11.7M
3
RCM
3
Rivernorth Capital Management
Florida
$5.25M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$21.2M 1,767,605 +425,969 +32%
GC
2
Guggenheim Capital
Illinois
$17.6M 1,465,454 +33,084 +2%
SIA
3
Sit Investment Associates
Minnesota
$11.7M 971,774 -72,822 -7%
UBS Group
4
UBS Group
Switzerland
$9.58M 797,840 -46,645 -6%
PPA
5
Parametric Portfolio Associates
Washington
$8.57M 713,712 -14,442 -2%
Morgan Stanley
6
Morgan Stanley
New York
$6.74M 561,390 +12,249 +2%
Wells Fargo
7
Wells Fargo
California
$6.42M 534,611 +24,655 +5%
RCM
8
Rivernorth Capital Management
Florida
$5.25M 437,051 -64,837 -13%
JWA
9
JFS Wealth Advisors
Pennsylvania
$3.46M 288,195 +36,593 +15%
VanEck Associates
10
VanEck Associates
New York
$3.15M 262,293 +17,879 +7%
Invesco
11
Invesco
Georgia
$3.11M 259,204 +41,830 +19%
Bank of America
12
Bank of America
North Carolina
$2M 166,371 -15,048 -8%
IWA
13
IBEX Wealth Advisors
New Jersey
$1.33M 110,920 -9,215 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.31M 109,270 +13,614 +14%
Ameriprise
15
Ameriprise
Minnesota
$1.16M 96,723 -5,429 -5%
BB
16
Busey Bank
Illinois
$943K 78,519 -3,950 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$802K 66,862 -3,381 -5%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$800K 66,607 – –
SMC
19
Smith, Moore & Co
Missouri
$710K 59,153 +331 +0.6%
RJA
20
Raymond James & Associates
Florida
$692K 57,590 +3,171 +6%
MSL
21
Mackay Shields LLC
New York
$680K 56,581 – –
FAIM
22
Financial Advocates Investment Management
Washington
$630K 52,467 -4,099 -7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$612K 51,037 -2,165 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$577K 48,045 +3,013 +7%
PIA
25
Powell Investment Advisors
Florida
$568K 47,276 +564 +1%
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