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Invesco Municipal Trust
VKQ

Overview Fund Activity

52 hedge funds and large institutions have $101M invested in Invesco Municipal Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
19
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$30.6M
2
GC
2
Guggenheim Capital
Illinois
$3.12M
3
AAM
3
Advisors Asset Management
Colorado
$1.67M
4
U
4
UBS
Switzerland
$1.14M
5
WAM
5
Wolverine Asset Management
Illinois
$476K

Top Sellers

1
GCM
1
Gruss Capital Management
New York
$0
2
MPEM
2
Marathon Partners Equity Management
New York
$0
3
TC
3
TFS Capital
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$6.09M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$476K 38,029 +30,954 +438%
WFI
27
West Family Investments
California
$337K 26,900 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$335K 26,771 -6,840 -20%
HighTower Advisors
29
HighTower Advisors
Illinois
$306K 24,404 -2,400 -9%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$282K 22,518 +6,717 +43%
CIA
31
Capital Investment Advisors
Georgia
$275K 21,960 +21,960 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$236K 18,888 +5,680 +43%
DS
33
DRW Securities
Illinois
$213K 17,000 +17,000 New
US Bancorp
34
US Bancorp
Minnesota
$191K 15,244 – –
Deutsche Bank
35
Deutsche Bank
Germany
$184K 14,750 +14,750 New
KeyBank National Association
36
KeyBank National Association
Ohio
$183K 14,632 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$181K 14,495 +1,470 +11%
EFS
38
Essex Financial Services
Connecticut
$179K 14,300 – –
LCM
39
Landscape Capital Management
New Jersey
$152K 12,159 -7,419 -38%
PM
40
Penbrook Management
New York
$125K 10,000 -10,000 -50%
HCM
41
Highlander Capital Management
New Jersey
$80K 6,392 – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$74K 5,880 – –
BC
43
Bartlett & Co
Ohio
$52K 4,191 – –
OIA
44
Optimum Investment Advisors
Illinois
$30K 2,400 +2,400 New
BRWA
45
B. Riley Wealth Advisors
Florida
$16.7K 1,333 +1,333 New
Creative Planning
46
Creative Planning
Kansas
$11K 850 – –
1IC
47
1919 Investment Counsel
Maryland
$9K 646 – –
Citigroup
48
Citigroup
New York
$7K 523 -6,267 -92%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$5K 394 – –
DOA
50
D'Orazio & Associates
Virginia
$5K 360 – –
1
2
3