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Invesco Municipal Trust
VKQ

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 %
BAM
51
Barrett Asset Management
New York
$97K 7,555 – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$79K 6,189 – –
HCM
53
Highlander Capital Management
New Jersey
$74K 5,770 – –
US Bancorp
54
US Bancorp
Minnesota
$72K 5,623 -3,872 -41%
DADC
55
D.A. Davidson & Co
Montana
$68K 5,341 – –
Creative Planning
56
Creative Planning
Kansas
$61K 4,765 +114 +2%
MCIA
57
Mountain Capital Investment Advisors
Colorado
$54K 4,233 +4,233 New
GWM
58
Geneos Wealth Management
Colorado
$47K 3,738 +2,990 +400%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$38K 3,000 -14,822 -83%
BC
60
Bartlett & Co
Ohio
$34K 2,642 – –
HNB
61
Huntington National Bank
Ohio
– – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$20K 1,570 – –
AIM
63
Advantage Investment Management
Iowa
$15K 1,137 +379 +50%
JIR
64
James Investment Research
Ohio
$13K 1,000 – –
CFG
65
Citizens Financial Group
Rhode Island
$6K 493 +493 New
AG
66
Advisor Group
Arizona
$4K 300 – –
SPIA
67
Steward Partners Investment Advisory
New York
$4K 313 +313 New
Northern Trust
68
Northern Trust
Illinois
$2K 17,197 +17,197 New
IWM
69
IHT Wealth Management
Illinois
$924 998 – –
LCM
70
Laurion Capital Management
New York
– – -355,510 Closed
RCM
71
Rivernorth Capital Management
Florida
– – -270,076 Closed
KIM
72
Karpus Investment Management
New York
– – -197,580 Closed
LCM
73
Landscape Capital Management
New Jersey
– – -74,501 Closed
ACS
74
Archford Capital Strategies
Illinois
– – -33,966 Closed
GEM
75
Global Endowment Management
North Carolina
– – -32,602 Closed
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