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Invesco Municipal Trust
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Overview Fund Activity

68 hedge funds and large institutions have $70.5M invested in Invesco Municipal Trust in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.63M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$1.35M
3
RCM
3
Robinson Capital Management
Michigan
$2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$604K
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.16M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
KIM
4
Karpus Investment Management
New York
$0
5
GC
5
Guggenheim Capital
Illinois
$6.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$615K 47,967 +1,708 +4%
CIA
27
Capital Investment Advisors
Georgia
$607K 47,302 +1,550 +3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$604K 47,107 +45,354 +2,587%
EA
29
Edge Advisors
Georgia
$558K 43,500 – –
Ameriprise
30
Ameriprise
Minnesota
$447K 34,805 +10,544 +43%
PCP
31
Proficio Capital Partners
Massachusetts
$415K 31,975 -24,674 -44%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$390K 30,367 +28 +0.1%
PAG
33
Private Advisor Group
New Jersey
$358K 27,850 -8,700 -24%
HighTower Advisors
34
HighTower Advisors
Illinois
$332K 25,998 +12,295 +90%
MSL
35
Mackay Shields LLC
New York
$309K 24,087 – –
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$291K 22,650 +1,400 +7%
RIA
37
Regal Investment Advisors
Michigan
$283K 22,072 +3,144 +17%
OC
38
Oppenheimer & Co
New York
$237K 18,500 – –
ACA
39
Anchor Capital Advisors
Massachusetts
$223K 17,410 – –
LPL Financial
40
LPL Financial
California
$211K 16,479 -69,938 -81%
WS
41
Wedbush Securities
California
$195K 15,200 +300 +2%
SWM
42
Segment Wealth Management
Texas
$180K 14,000 -1,000 -7%
FFSOTS
43
Fiduciary Financial Services of The Southwest
Texas
$171K 13,295 +13,295 New
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$169K 13,188 -4,252 -24%
BRC
45
Bell Rock Capital
Delaware
$168K 13,103 +103 +0.8%
ICOA
46
Investment Centers of America
North Dakota
$157K 12,284 +138 +1%
EFS
47
Essex Financial Services
Connecticut
$149K 11,600 -1,000 -8%
Millennium Management
48
Millennium Management
New York
$146K 11,342 +11,342 New
PFS
49
Prospera Financial Services
Texas
$137K 10,700 -1,590 -13%
IA
50
IFP Advisors
Florida
$131K 10,236 – –
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