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Invesco Municipal Trust
VKQ

Overview Fund Activity

79 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

Holders
79
Holders Change
-12
Holders Change %
-13.19%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.58M
2
SIA
2
Sit Investment Associates
Minnesota
$20M
3
LPL Financial
3
LPL Financial
California
$1.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.38M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$742K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.18M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$402K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
Invesco
5
Invesco
Georgia
$352K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$29.9M 3,018,274 -21,158 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$20M 2,019,761 +113,898 +6%
BI
3
Bramshill Investments
Florida
$17.3M 1,743,086 -22,238 -1%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M 1,281,895 +15,751 +1%
UBS Group
5
UBS Group
Switzerland
$12.1M 1,223,856 +13,713 +1%
GC
6
Guggenheim Capital
Illinois
$7.62M 768,492 -507,039 -40%
RCM
7
Rivernorth Capital Management
Florida
$5.58M 562,843 +515,461 +1,088%
VanEck Associates
8
VanEck Associates
New York
$3.55M 357,495 +52,603 +17%
Wells Fargo
9
Wells Fargo
California
$3.49M 351,399 +42,545 +14%
JWA
10
JFS Wealth Advisors
Pennsylvania
$2.52M 253,851 +114 +0%
BlackRock
11
BlackRock
New York
$2.42M 244,304 – –
Bank of America
12
Bank of America
North Carolina
$2.18M 219,329 -96,238 -30%
RCM
13
Robinson Capital Management
Michigan
$1.81M 188,159 – –
AA
14
AQR Arbitrage
Connecticut
$1.59M 160,618 +17,644 +12%
LPL Financial
15
LPL Financial
California
$1.58M 159,326 +89,103 +127%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.38M 139,331 +81,274 +140%
CIA
17
Capital Investment Advisors
Georgia
$1.2M 120,676 +22,920 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.12M 112,585 +14,002 +14%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.1M 110,889 -5,219 -4%
LSC
20
Logan Stone Capital
Illinois
$959K 96,689 +5,798 +6%
DWM
21
Dakota Wealth Management
Florida
$942K 94,962 – –
RJA
22
Raymond James & Associates
Florida
$941K 94,907 +7,115 +8%
SMC
23
Smith, Moore & Co
Missouri
$890K 89,756 +8,042 +10%
Ameriprise
24
Ameriprise
Minnesota
$799K 80,520 +3,933 +5%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$742K 74,841 +74,841 New
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