VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

98 hedge funds and large institutions have $187M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
98
Holders Change
-6
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$37.6M
2
KIM
2
Karpus Investment Management
New York
$24.8M
3
LPL Financial
3
LPL Financial
California
$4.31M
4
RCM
4
Robinson Capital Management
Michigan
$11.2M
5
GC
5
Guggenheim Capital
Illinois
$10.5M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
LSC
2
Logan Stone Capital
Illinois
$109K
3
AA
3
AQR Arbitrage
Connecticut
$0
4
SIA
4
Sit Investment Associates
Minnesota
$17.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$37.6M 3,836,623 +2,194,077 +134%
KIM
2
Karpus Investment Management
New York
$24.8M 2,525,392 +347,483 +16%
SIA
3
Sit Investment Associates
Minnesota
$17.2M 1,754,138 -58,182 -3%
RCM
4
Robinson Capital Management
Michigan
$11.2M 1,140,860 +304,331 +36%
GC
5
Guggenheim Capital
Illinois
$10.5M 1,067,087 +196,259 +23%
UBS Group
6
UBS Group
Switzerland
$8.4M 856,414 -10,553 -1%
Morgan Stanley
7
Morgan Stanley
New York
$8.12M 827,287 +18,818 +2%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$8.09M 823,912 +133,792 +19%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$5.59M 570,244 +8,766 +2%
LPL Financial
10
LPL Financial
California
$4.31M 438,904 +328,085 +296%
VanEck Associates
11
VanEck Associates
New York
$4.06M 413,979 +10,868 +3%
MSL
12
Mackay Shields LLC
New York
$3.22M 328,653 -4,398 -1%
AAM
13
Advisors Asset Management
Colorado
$3.16M 321,839 +150,513 +88%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.83M 288,078 -3,081 -1%
RC
15
Rareview Capital
Nevada
$2.68M 261,583 +7,780 +3%
Wells Fargo
16
Wells Fargo
California
$2.26M 230,232 -34,376 -13%
SWA
17
Stratos Wealth Advisors
Ohio
$1.99M 202,667 -5,049 -2%
DWM
18
Dakota Wealth Management
Florida
$1.8M 183,546 +64,885 +55%
CIA
19
Capital Investment Advisors
Georgia
$1.65M 167,764 -6,750 -4%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.64M 166,723 +5,408 +3%
Bank of America
21
Bank of America
North Carolina
$1.44M 147,180 +12,624 +9%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.42M 144,367 +161 +0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.34M 137,039 -6,390 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$1.04M 106,488 +106,488 New
SMC
25
Smith, Moore & Co
Missouri
$1.03M 104,983 +35,193 +50%
1
2 3 4 5