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Invesco Municipal Trust

92 hedge funds and large institutions have $151M invested in Invesco Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

3% more funds holding

Funds holding: 8992 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.66% less ownership

Funds ownership: 31.31%28.65% (-2.7%)

10% less capital invested

Capital invested by funds: $167M → $151M (-$16.1M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$41.8M -$13.5M -1,381,782 -24%
Morgan Stanley
2
Morgan Stanley
New York
$18M +$2.68M +274,764 +17%
GC
3
Guggenheim Capital
Illinois
$10.6M -$789K -80,944 -7%
UBS Group
4
UBS Group
Switzerland
$7.93M -$535K -54,878 -6%
LPL Financial
5
LPL Financial
California
$7.74M -$1.44M -147,455 -15%
SIA
6
Sit Investment Associates
Minnesota
$6.91M
Raymond James Financial
7
Raymond James Financial
Florida
$5.39M +$2.15M +220,420 +64%
Wells Fargo
8
Wells Fargo
California
$4.4M +$177K +18,153 +4%
VanEck Associates
9
VanEck Associates
New York
$4.28M +$469K +48,113 +12%
NA
10
NewEdge Advisors
Louisiana
$3.34M +$1.23M +125,814 +56%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$2.66M +$2.72M +279,041 New
Bank of America
12
Bank of America
North Carolina
$2.17M +$246K +25,246 +12%
MSL
13
Mackay Shields LLC
New York
$1.99M -$1.13M -116,293 -36%
AAM
14
Advisors Asset Management
Colorado
$1.9M -$14.2K -1,452 -0.7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.61M -$20.1K -2,061 -1%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$1.58M +$1.62M +165,965 New
Invesco
17
Invesco
Georgia
$1.55M -$511K -52,379 -24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.43M +$16.2K +1,660 +1%
CIA
19
Capital Investment Advisors
Georgia
$1.39M -$15.6K -1,600 -1%
JWA
20
JFS Wealth Advisors
Pennsylvania
$1.38M +$1.78K +183 +0.1%
SPIA
21
Steward Partners Investment Advisory
New York
$1.34M +$10.2K +1,044 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$1.23M +$1.54K +158 +0.1%
RCM
23
Robinson Capital Management
Michigan
$1.2M -$4.51M -462,883 -79%
WAAG
24
Wealth Alliance Advisory Group
Kansas
$1.14M +$379K +38,873 +48%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$962K +$207K +21,227 +27%