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Invesco Municipal Trust
VKQ

Overview Fund Activity

60 hedge funds and large institutions have $77.9M invested in Invesco Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$25.8M
2
RCM
2
Rivernorth Capital Management
Florida
$12.8M
3
NVIM
3
New Vernon Investment Management
Illinois
$3M
4
GEM
4
Global Endowment Management
North Carolina
$2.39M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.11M

Top Sellers

1
FTCM
1
Fir Tree Capital Management
New York
$0
2
GC
2
Guggenheim Capital
Illinois
$2.63M
3
TC
3
TFS Capital
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
AAM
5
Advisors Asset Management
Colorado
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$18K 1,550 -4,596 -75%
AIG
52
American International Group
New York
$13.8K 1,194 – –
FNBT
53
FineMark National Bank & Trust
Florida
$12K 1,000 +1,000 New
1IC
54
1919 Investment Counsel
Maryland
$8K 646 – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$5K 394 – –
JIR
56
James Investment Research
Ohio
– – – –
DADC
57
D.A. Davidson & Co
Montana
$5K 500 +500 New
DOA
58
D'Orazio & Associates
Virginia
$4K 360 +360 New
TRCT
59
Tower Research Capital (TRC)
New York
$4K 380 +380 New
Northern Trust
60
Northern Trust
Illinois
$1K 12,254 +12,254 New
OFG
61
OTA Financial Group
New York
$282 24,382 +24,382 New
FTCM
62
Fir Tree Capital Management
New York
– – -1,111,573 Closed
TC
63
TFS Capital
Pennsylvania
– – -108,515 Closed
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
– – -24,100 Closed
FFSOTS
65
Fiduciary Financial Services of The Southwest
Texas
– – -15,204 Closed
Goldman Sachs
66
Goldman Sachs
New York
– – -15,164 Closed
PP
67
Paloma Partners
Connecticut
– – -12,300 Closed
PFO
68
Pathstone Family Office
New Jersey
– – -4,804 Closed
NES
69
New England Securities
New York
– – -1,382 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– – -1,334 Closed
Ameriprise
71
Ameriprise
Minnesota
– – -1,300 Closed
ECM
72
ETrade Capital Management
Virginia
– – -96 Closed
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