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Invesco Municipal Trust
VKQ

Overview Fund Activity

71 hedge funds and large institutions have $81.9M invested in Invesco Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$6.05M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$6.63M
3
KIM
3
Karpus Investment Management
New York
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$4.65M
5
SIA
5
Sit Investment Associates
Minnesota
$6.28M

Top Sellers

1
NVIM
1
New Vernon Investment Management
Illinois
$0
2
GC
2
Guggenheim Capital
Illinois
$8.13M
3
AGA
3
Accuvest Global Advisors
Utah
$1.05M
4
VanEck Associates
4
VanEck Associates
New York
$1.51M
5
PFBT
5
Parkside Financial Bank & Trust
Missouri
$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$712K +$712K +58,047 New
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$705K – – –
RJA
28
Raymond James & Associates
Florida
$666K +$225K +18,330 +51%
CAN
29
Cetera Advisor Networks
California
$607K -$53.8K -4,380 -8%
VKH
30
Virtu KCG Holdings
New York
$597K +$597K +48,724 New
WAM
31
Weiss Asset Management
Massachusetts
$567K +$567K +46,252 New
EA
32
Edge Advisors
Georgia
$533K +$533K +43,500 New
PAG
33
Private Advisor Group
New Jersey
$526K +$74K +5,935 +16%
Squarepoint
34
Squarepoint
New York
$520K +$520K +42,400 New
CIA
35
Capital Investment Advisors
Georgia
$470K +$114K +9,300 +32%
Stifel Financial
36
Stifel Financial
Missouri
$461K -$15.6K -1,269 -3%
GEM
37
Global Endowment Management
North Carolina
$400K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$365K -$32.8K -2,677 -8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$359K +$304K +24,818 +554%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$356K +$253K +20,600 +245%
MSL
41
Mackay Shields LLC
New York
$295K – – –
OC
42
Oppenheimer & Co
New York
$288K +$38K +3,100 +15%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$271K -$147K -11,964 -35%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$261K +$24.6K +2,000 +10%
PFBT
45
Parkside Financial Bank & Trust
Missouri
$244K -$621K – –
SWM
46
Segment Wealth Management
Texas
$184K – – –
RIA
47
Regal Investment Advisors
Michigan
$173K +$11.1K +905 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$164K – – –
BRC
49
Bell Rock Capital
Delaware
$158K +$158K +12,927 New
EFS
50
Essex Financial Services
Connecticut
$154K – – –
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