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Invesco Municipal Trust
VKQ

Overview Fund Activity

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$8.63M
2
MSL
2
Mackay Shields LLC
New York
$3.42M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.29M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$1.48M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$25.2M
2
SIA
2
Sit Investment Associates
Minnesota
$18.6M
3
KIM
3
Karpus Investment Management
New York
$22.3M
4
LPL Financial
4
LPL Financial
California
$1.14M
5
AA
5
AQR Arbitrage
Connecticut
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$25.2M 2,456,292 -741,991 -23%
KIM
2
Karpus Investment Management
New York
$22.3M 2,177,909 -526,793 -19%
SIA
3
Sit Investment Associates
Minnesota
$18.6M 1,812,320 -723,731 -29%
RCM
4
Rivernorth Capital Management
Florida
$16.9M 1,642,546 -3,767 -0.2%
GC
5
Guggenheim Capital
Illinois
$8.93M 870,828 +46,878 +6%
UBS Group
6
UBS Group
Switzerland
$8.9M 866,967 +31,104 +4%
RCM
7
Robinson Capital Management
Michigan
$8.63M 836,529 +228,637 +38%
Morgan Stanley
8
Morgan Stanley
New York
$8.29M 808,469 +159,226 +25%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$7.08M 690,120 +187,221 +37%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.76M 561,478 -12,586 -2%
VanEck Associates
11
VanEck Associates
New York
$4.01M 403,111 +202 +0.1%
MSL
12
Mackay Shields LLC
New York
$3.42M 333,051 +208,765 +168%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.99M 291,159 -2,674 -0.9%
Wells Fargo
14
Wells Fargo
California
$2.71M 264,608 -14,980 -5%
RC
15
Rareview Capital
Nevada
$2.6M 253,803 +44,408 +21%
LSC
16
Logan Stone Capital
Illinois
$2.36M 230,154 -62,289 -21%
SWA
17
Stratos Wealth Advisors
Ohio
$2.13M 207,716 +97,273 +88%
CIA
18
Capital Investment Advisors
Georgia
$1.79M 174,514 +3,672 +2%
AAM
19
Advisors Asset Management
Colorado
$1.76M 171,326 +383 +0.2%
AA
20
AQR Arbitrage
Connecticut
$1.74M 169,571 -159,780 -49%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.66M 161,315 +5,108 +3%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.48M 144,206 +135,842 +1,624%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.47M 143,429 -13,272 -8%
Bank of America
24
Bank of America
North Carolina
$1.38M 134,556 -8,291 -6%
DWM
25
Dakota Wealth Management
Florida
$1.22M 118,661 +7,984 +7%
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