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Invesco Municipal Trust
VKQ

Overview Fund Activity

63 hedge funds and large institutions have $107M invested in Invesco Municipal Trust in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
17
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.44M
2
KIM
2
Karpus Investment Management
New York
$32.6M
3
AAM
3
Advisors Asset Management
Colorado
$3.61M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$760K
5
TCM
5
TAM Capital Management
Connecticut
$596K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$399K
2
RCM
2
Rivernorth Capital Management
Florida
$13.3M
3
DA
3
Doliver Advisors
Texas
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Bartlett & Co
Ohio
$53K 4,191 – –
NFG
52
Next Financial Group
Texas
$31K 2,465 +665 +37%
OIA
53
Optimum Investment Advisors
Illinois
$30K 2,400 – –
TSW
54
Thompson Siegel & Walmsley
Virginia
$21K 1,675 – –
Creative Planning
55
Creative Planning
Kansas
$17K 1,350 -167 -11%
NPC
56
National Planning Corporation
California
$12.9K 1,000 +1,000 New
AIM
57
Advantage Investment Management
Iowa
$12K 950 +950 New
CFS
58
Commonwealth Financial Services
West Virginia
$10K 788 +788 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$5K 394 – –
JIR
60
James Investment Research
Ohio
– – – –
AIG
61
American International Group
New York
$3.8K 300 – –
Citigroup
62
Citigroup
New York
$3K 275 -598 -68%
NES
63
New England Securities
New York
$2K 141 – –
BRWA
64
B. Riley Wealth Advisors
Florida
$4 333 +333 New
DA
65
Doliver Advisors
Texas
– – -24,258 Closed
WAM
66
Wolverine Asset Management
Illinois
– – -20,205 Closed
DOA
67
D'Orazio & Associates
Virginia
– – -360 Closed
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