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Invesco Municipal Trust
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Overview Fund Activity

82 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.8M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$1.21M
3
6M
3
6 Meridian
Kansas
$763K
4
COLIM
4
City of London Investment Management
United Kingdom
$595K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$4.31M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.86M
2
RCM
2
Rivernorth Capital Management
Florida
$4M
3
PPA
3
Parametric Portfolio Associates
Washington
$7.09M
4
RCM
4
Robinson Capital Management
Michigan
$0
5
Invesco
5
Invesco
Georgia
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$26.7M 2,025,185 +24,362 +1%
GC
2
Guggenheim Capital
Illinois
$19.9M 1,506,681 +33,804 +2%
UBS Group
3
UBS Group
Switzerland
$13.8M 1,044,467 +124,128 +13%
SIA
4
Sit Investment Associates
Minnesota
$9.86M 746,713 -221,845 -23%
Morgan Stanley
5
Morgan Stanley
New York
$7.37M 558,172 +8,225 +1%
PPA
6
Parametric Portfolio Associates
Washington
$7.09M 537,089 -131,300 -20%
Wells Fargo
7
Wells Fargo
California
$5.97M 451,909 +18,675 +4%
JWA
8
JFS Wealth Advisors
Pennsylvania
$4.31M 326,422 +36,536 +13%
RCM
9
Rivernorth Capital Management
Florida
$4M 303,262 -172,751 -36%
VanEck Associates
10
VanEck Associates
New York
$3.15M 238,922 -10,140 -4%
Bank of America
11
Bank of America
North Carolina
$2.72M 206,165 +25,288 +14%
Invesco
12
Invesco
Georgia
$1.78M 135,104 -59,079 -30%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.74M 131,570 -685 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$1.67M 126,366 +26,057 +26%
IWA
15
IBEX Wealth Advisors
New Jersey
$1.61M 121,739 -5,954 -5%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.21M 91,737 +91,737 New
RJA
17
Raymond James & Associates
Florida
$1.04M 78,544 +15,287 +24%
BB
18
Busey Bank
Illinois
$1.02M 77,266 +695 +0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$963K 73,004 +19,707 +37%
Osaic Holdings
20
Osaic Holdings
Arizona
$863K 65,430 -615 -0.9%
SMC
21
Smith, Moore & Co
Missouri
$853K 64,628 +4,516 +8%
First Trust Advisors
22
First Trust Advisors
Illinois
$835K 63,262 +11,712 +23%
CIA
23
Capital Investment Advisors
Georgia
$781K 59,185 +16,900 +40%
6M
24
6 Meridian
Kansas
$763K 57,826 +57,826 New
MSL
25
Mackay Shields LLC
New York
$651K 49,295 +94 +0.2%
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