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Invesco Municipal Trust
VKQ

Overview Fund Activity

76 hedge funds and large institutions have $129M invested in Invesco Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 15 closing their positions.

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
11
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$31M
2
NA
2
NewEdge Advisors
Louisiana
$526K
3
Bank of America
3
Bank of America
North Carolina
$4.65M
4
Ameriprise
4
Ameriprise
Minnesota
$2.39M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.44M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$15M
3
GC
3
Guggenheim Capital
Illinois
$21M
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$31M 2,305,544 +88,149 +4%
GC
2
Guggenheim Capital
Illinois
$21M 1,566,241 -83,735 -5%
UBS Group
3
UBS Group
Switzerland
$15M 1,115,735 -134,798 -11%
SIA
4
Sit Investment Associates
Minnesota
$9.96M 741,804 -4,909 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$7.44M 553,601 +28,735 +5%
Wells Fargo
6
Wells Fargo
California
$5.92M 441,031 +2,016 +0.5%
Bank of America
7
Bank of America
North Carolina
$4.65M 346,419 +36,791 +12%
JWA
8
JFS Wealth Advisors
Pennsylvania
$4.47M 332,955 +2,089 +0.6%
VanEck Associates
9
VanEck Associates
New York
$3.84M 285,711 +26,300 +10%
Ameriprise
10
Ameriprise
Minnesota
$2.39M 177,657 +28,780 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.83M 136,611 -4,394 -3%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.49M 111,019 +3,724 +3%
IWA
13
IBEX Wealth Advisors
New Jersey
$1.36M 101,409 -5,853 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M 91,683 +2,248 +3%
RJA
15
Raymond James & Associates
Florida
$1.19M 88,938 -569 -0.6%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.07M 79,834 +8,373 +12%
SMC
17
Smith, Moore & Co
Missouri
$953K 70,971 +2,186 +3%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$933K 69,485 +8,776 +14%
Invesco
19
Invesco
Georgia
$892K 66,412 +18,828 +40%
CIA
20
Capital Investment Advisors
Georgia
$826K 61,535 – –
PIA
21
Powell Investment Advisors
Florida
$674K 50,179 +583 +1%
FAIM
22
Financial Advocates Investment Management
Washington
$656K 48,859 +510 +1%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$611K 45,503 – –
BF
24
BOK Financial
Oklahoma
$591K 44,000 +5,000 +13%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$571K 42,527 +75 +0.2%
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