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Invesco Municipal Trust
VKQ

Overview Fund Activity

61 hedge funds and large institutions have $110M invested in Invesco Municipal Trust in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
24
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$33.9M
2
SIA
2
Sit Investment Associates
Minnesota
$2.55M
3
GC
3
Guggenheim Capital
Illinois
$6.13M
4
LSA
4
Liberty Street Advisors
New York
$1.78M
5
NCM
5
Newgate Capital Management
Connecticut
$616K

Top Sellers

1
TCM
1
TAM Capital Management
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$4.6M
3
DA
3
Doliver Advisors
Texas
$144K
4
CRC
4
Curi RMB Capital
Illinois
$0
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
51
Next Financial Group
Texas
$29K 2,465 – –
Citigroup
52
Citigroup
New York
$22K 1,834 +1,559 +567%
TSW
53
Thompson Siegel & Walmsley
Virginia
$20K 1,675 – –
AIG
54
American International Group
New York
$13.2K 1,100 – –
AIM
55
Advantage Investment Management
Iowa
$11K 950 – –
AWM
56
Avior Wealth Management
Nebraska
$11K 955 +200 +26%
CFS
57
Commonwealth Financial Services
West Virginia
$9K 788 – –
JIR
58
James Investment Research
Ohio
$5K 406 +406 New
MFS
59
MSI Financial Services
Massachusetts
$3K 264 +264 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$2K 143 +143 New
TCM
61
TAM Capital Management
Connecticut
– – -47,081 Closed
CRC
62
Curi RMB Capital
Illinois
– – -29,705 Closed
PAG
63
Private Advisor Group
New Jersey
– – -13,675 Closed
Creative Planning
64
Creative Planning
Kansas
– – -1,895 Closed
RFA
65
Reilly Financial Advisors
California
– – -300 Closed
Barclays
66
Barclays
United Kingdom
$0 1 – –
1 2
3