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Invesco Municipal Trust
VKQ

Overview Fund Activity

70 hedge funds and large institutions have $82.4M invested in Invesco Municipal Trust in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$4.46M
2
ACS
2
Archford Capital Strategies
Illinois
$1.12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.23M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$765K
5
Ameriprise
5
Ameriprise
Minnesota
$304K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.38M
2
Bank of America
2
Bank of America
North Carolina
$3.35M
3
IWA
3
IBEX Wealth Advisors
New Jersey
$0
4
AAM
4
Advisors Asset Management
Colorado
$5.34M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
51
Essex Financial Services
Connecticut
$158K 12,600 – –
PFS
52
Prospera Financial Services
Texas
$154K 12,290 +12,290 New
ICOA
53
Investment Centers of America
North Dakota
$153K 12,146 +139 +1%
IA
54
IFP Advisors
Florida
$128K 10,236 – –
DA
55
Doliver Advisors
Texas
$126K 10,030 +10,030 New
US Bancorp
56
US Bancorp
Minnesota
$119K 9,495 -1,689 -15%
BAM
57
Barrett Asset Management
New York
$95K 7,555 – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$78K 6,189 -1,261 -17%
HCM
59
Highlander Capital Management
New Jersey
$72K 5,770 – –
DADC
60
D.A. Davidson & Co
Montana
$66K 5,341 – –
Creative Planning
61
Creative Planning
Kansas
$58K 4,651 +520 +13%
BC
62
Bartlett & Co
Ohio
$33K 2,642 – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$22K 1,753 +6 +0.3%
CFS
64
Commonwealth Financial Services
West Virginia
$21K 1,669 -1 -0.1%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$20K 1,570 – –
JIR
66
James Investment Research
Ohio
$13K 1,000 -3,775 -79%
IWM
67
IHT Wealth Management
Illinois
$12K 998 – –
AIM
68
Advantage Investment Management
Iowa
$10K 758 – –
GWM
69
Geneos Wealth Management
Colorado
$9K 748 – –
FHA
70
First Horizon Advisors
Tennessee
$8K 600 +600 New
AG
71
Advisor Group
Arizona
$4K 300 – –
IWA
72
IBEX Wealth Advisors
New Jersey
– – -97,922 Closed
Northern Trust
73
Northern Trust
Illinois
– – -76,429 Closed
VKH
74
Virtu KCG Holdings
New York
– – -48,724 Closed
WAM
75
Weiss Asset Management
Massachusetts
– – -46,252 Closed
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