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Invesco Municipal Trust
VKQ

47 hedge funds and large institutions have $29M invested in Invesco Municipal Trust in 2013 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.2% more ownership

Funds ownership: 0% → 4.2% (+4.2%)

Holders
47
Holders Change
+47
Holders Change %
–
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$177K +$191K +14,004 New
PP
27
Paloma Partners
Connecticut
$171K +$185K +13,500 New
Barclays
28
Barclays
United Kingdom
$155K +$167K +12,224 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$154K +$166K +12,169 New
EFS
30
Essex Financial Services
Connecticut
$128K +$138K +10,100 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$100K +$108K +7,887 New
HCM
32
Highlander Capital Management
New Jersey
$80.8K +$87.4K +6,392 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$78K +$83.9K +6,136 New
BC
34
Bartlett & Co
Ohio
$53K +$57.3K +4,191 New
Creative Planning
35
Creative Planning
Kansas
$42K +$45.7K +3,346 New
AIG
36
American International Group
New York
$32K +$34.6K +2,528 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$31K +$33.3K +2,436 New
NES
38
New England Securities
New York
$26K +$27.8K +2,032 New
Ameriprise
39
Ameriprise
Minnesota
$16K +$17.8K +1,300 New
RFA
40
Reilly Financial Advisors
California
$16K +$17.9K +1,311 New
1IC
41
1919 Investment Counsel
Maryland
$9K +$8.83K +646 New
AFC
42
AFT Forsyth & Company
Florida
$9K +$9.57K +700 New
WA
43
WFG Advisors
Texas
$6K +$6.23K +456 New
JIR
44
James Investment Research
Ohio
$5K – – –
Citigroup
45
Citigroup
New York
$5K +$5.28K +386 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$5K +$5.39K +394 New
BTS
47
BB&T Securities
Virginia
$3.67K +$397K +29,039 New
ECM
48
ETrade Capital Management
Virginia
$1K +$1.31K +96 New
1
2

VKQ Hedge Fund Activity: Q2 2013 in Review

47 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2013, worth a combined $29M.

Buyers outnumbered sellers: 47 funds opened new VKQ positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

  • 47 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $29M of Invesco Municipal Trust stock for Q2 2013.
  • 47 funds opened new Invesco Municipal Trust positions in Q2 2013 and 0 closed out, a net change of +47 holders.

Based on aggregated 13F filings for Q2 2013.