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Invesco Municipal Trust
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Overview Fund Activity

78 hedge funds and large institutions have $131M invested in Invesco Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.28M
2
UBS Group
2
UBS Group
Switzerland
$16.8M
3
BF
3
BOK Financial
Oklahoma
$523K
4
Bank of America
4
Bank of America
North Carolina
$4.15M
5
GC
5
Guggenheim Capital
Illinois
$22.1M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$201K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$118K
3
BB
3
Busey Bank
Illinois
$158K
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$29.7M 2,217,395 -14,964 -0.7%
GC
2
Guggenheim Capital
Illinois
$22.1M 1,649,976 +24,385 +2%
UBS Group
3
UBS Group
Switzerland
$16.8M 1,250,533 +49,380 +4%
SIA
4
Sit Investment Associates
Minnesota
$10M 746,713 – –
Morgan Stanley
5
Morgan Stanley
New York
$7.03M 524,866 -53,429 -9%
Wells Fargo
6
Wells Fargo
California
$5.88M 439,015 -22,400 -5%
JWA
7
JFS Wealth Advisors
Pennsylvania
$4.43M 330,866 +2,011 +0.6%
Bank of America
8
Bank of America
North Carolina
$4.15M 309,628 +28,030 +10%
VanEck Associates
9
VanEck Associates
New York
$3.48M 259,411 +394 +0.2%
Citadel Advisors
10
Citadel Advisors
Florida
$2.28M 170,318 +170,318 New
Ameriprise
11
Ameriprise
Minnesota
$2M 148,877 +15,024 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.89M 141,005 +2,096 +2%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.44M 107,295 +16,323 +18%
IWA
14
IBEX Wealth Advisors
New Jersey
$1.44M 107,262 -21,235 -17%
RJA
15
Raymond James & Associates
Florida
$1.2M 89,507 +40 +0%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.2M 89,435 -3,125 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$958K 71,461 +4,313 +6%
SMC
18
Smith, Moore & Co
Missouri
$922K 68,785 +877 +1%
CIA
19
Capital Investment Advisors
Georgia
$825K 61,535 – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$814K 60,709 +8,330 +16%
PIA
21
Powell Investment Advisors
Florida
$665K 49,596 +561 +1%
FAIM
22
Financial Advocates Investment Management
Washington
$648K 48,349 +4,078 +9%
Invesco
23
Invesco
Georgia
$638K 47,584 -39,223 -45%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$610K 45,503 – –
COLIM
25
City of London Investment Management
United Kingdom
$605K 45,000 – –
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