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Invesco Municipal Trust
VKQ

Overview Fund Activity

97 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.46M
2
LPL Financial
2
LPL Financial
California
$5.23M
3
GC
3
Guggenheim Capital
Illinois
$11.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.68M
5
AAM
5
Advisors Asset Management
Colorado
$3.61M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$33.5M
2
KIM
2
Karpus Investment Management
New York
$21.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$564K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$6.37M
5
SIA
5
Sit Investment Associates
Minnesota
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$33.5M 3,474,819 -361,804 -9%
KIM
2
Karpus Investment Management
New York
$21.4M 2,219,715 -305,677 -12%
SIA
3
Sit Investment Associates
Minnesota
$15.5M 1,604,818 -149,320 -9%
GC
4
Guggenheim Capital
Illinois
$11.2M 1,164,942 +97,855 +9%
RCM
5
Robinson Capital Management
Michigan
$11.2M 1,157,845 +16,985 +1%
UBS Group
6
UBS Group
Switzerland
$9.46M 980,219 +123,805 +14%
Morgan Stanley
7
Morgan Stanley
New York
$8.68M 899,990 +72,703 +9%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$6.37M 653,331 -170,581 -21%
LPL Financial
9
LPL Financial
California
$5.23M 542,278 +103,374 +24%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.16M 534,790 -35,454 -6%
AAM
11
Advisors Asset Management
Colorado
$3.61M 374,512 +52,673 +16%
VanEck Associates
12
VanEck Associates
New York
$3.24M 335,594 -78,385 -19%
MSL
13
Mackay Shields LLC
New York
$3.14M 325,107 -3,546 -1%
RC
14
Rareview Capital
Nevada
$2.46M 254,800 -6,783 -3%
Wells Fargo
15
Wells Fargo
California
$2.34M 242,910 +12,678 +6%
SWA
16
Stratos Wealth Advisors
Ohio
$1.98M 205,186 +2,519 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.65M 170,571 +3,848 +2%
CIA
18
Capital Investment Advisors
Georgia
$1.54M 159,988 -7,776 -5%
Invesco
19
Invesco
Georgia
$1.42M 147,047 +44,055 +43%
JWA
20
JFS Wealth Advisors
Pennsylvania
$1.39M 144,534 +167 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.39M 143,951 -3,229 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.34M 138,575 +1,536 +1%
Raymond James Financial
23
Raymond James Financial
Florida
$1.28M 132,518 +26,030 +24%
DWM
24
Dakota Wealth Management
Florida
$1.27M 131,474 -52,072 -28%
SMC
25
Smith, Moore & Co
Missouri
$1.04M 107,574 +2,591 +2%
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