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Invesco Municipal Trust
VKQ

Overview Fund Activity

91 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$30.1M
2
SIA
2
Sit Investment Associates
Minnesota
$18.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
RCM
4
Robinson Capital Management
Michigan
$1.85M
5
LSC
5
Logan Stone Capital
Illinois
$900K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$469K
2
GC
2
Guggenheim Capital
Illinois
$12.6M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
Wells Fargo
4
Wells Fargo
California
$3.06M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$30.1M 3,039,432 +2,390,153 +368%
SIA
2
Sit Investment Associates
Minnesota
$18.9M 1,905,863 +346,735 +22%
BI
3
Bramshill Investments
Florida
$17.5M 1,765,324 +82,878 +5%
GC
4
Guggenheim Capital
Illinois
$12.6M 1,275,531 -113,383 -8%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M 1,266,144 +257,602 +26%
UBS Group
6
UBS Group
Switzerland
$12M 1,210,143 -107,708 -8%
Bank of America
7
Bank of America
North Carolina
$3.12M 315,567 +12,286 +4%
Wells Fargo
8
Wells Fargo
California
$3.06M 308,854 -47,533 -13%
VanEck Associates
9
VanEck Associates
New York
$3.02M 304,892 +23,188 +8%
JWA
10
JFS Wealth Advisors
Pennsylvania
$2.51M 253,737 +130 +0.1%
BlackRock
11
BlackRock
New York
$2.42M 244,304 – –
RCM
12
Robinson Capital Management
Michigan
$1.85M 188,159 +107,234 +133%
AA
13
AQR Arbitrage
Connecticut
$1.42M 142,974 +38,563 +37%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.15M 116,108 +17,080 +17%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.08M 109,296 +67,825 +164%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$976K 98,583 -18,084 -16%
CIA
17
Capital Investment Advisors
Georgia
$968K 97,756 +42,521 +77%
Invesco
18
Invesco
Georgia
$953K 96,270 -14,929 -13%
DWM
19
Dakota Wealth Management
Florida
$940K 94,962 +69,962 +280%
LSC
20
Logan Stone Capital
Illinois
$900K 90,891 +90,891 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$898K 90,796 -3,861 -4%
RJA
22
Raymond James & Associates
Florida
$869K 87,792 +11,828 +16%
SMC
23
Smith, Moore & Co
Missouri
$809K 81,714 +1,683 +2%
Ameriprise
24
Ameriprise
Minnesota
$758K 76,587 -8,181 -10%
LPL Financial
25
LPL Financial
California
$695K 70,223 +18,917 +37%
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