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Invesco Municipal Trust
VKQ

Overview Fund Activity

86 hedge funds and large institutions have $70.7M invested in Invesco Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+15
Holders Change %
+21.13%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
20
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$4.59M
2
SIA
2
Sit Investment Associates
Minnesota
$7.28M
3
PPA
3
Parametric Portfolio Associates
Washington
$2.45M
4
UBS Group
4
UBS Group
Switzerland
$5.21M
5
BF
5
BOK Financial
Oklahoma
$625K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.28M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$6.51M
4
LCM
4
Laurion Capital Management
New York
$0
5
KF
5
Krilogy Financial
Missouri
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$198K 15,834 -5,050 -24%
DADC
52
D.A. Davidson & Co
Montana
$187K 14,928 – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$187K 14,982 +14,982 New
WS
54
Wedbush Securities
California
$186K 14,900 – –
KM
55
Kalos Management
Georgia
$175K 14,750 +14,750 New
IA
56
IFP Advisors
Florida
$158K 12,674 +900 +8%
AA
57
AQR Arbitrage
Connecticut
$151K 12,110 +12,110 New
HCM
58
Hollencrest Capital Management
California
$150K 12,000 +12,000 New
EFS
59
Essex Financial Services
Connecticut
$145K 11,600 – –
FMWA
60
Forvis Mazars Wealth Advisors
Missouri
$144K 11,500 +11,500 New
BTNA
61
Bremer Trust National Association
Minnesota
$143K 11,453 – –
PFS
62
Prospera Financial Services
Texas
$134K 10,700 – –
SWM
63
Segment Wealth Management
Texas
$125K 10,000 – –
PM
64
Penbrook Management
New York
$125K 10,000 +10,000 New
SWP
65
Stratos Wealth Partners
Ohio
$110K 8,823 +8,823 New
BRC
66
Bell Rock Capital
Delaware
$109K 8,671 -4,502 -34%
FFG
67
Ford Financial Group
California
$102K 8,100 +8,100 New
BAM
68
Barrett Asset Management
New York
$94K 7,555 – –
US Bancorp
69
US Bancorp
Minnesota
$80K 6,438 +815 +14%
HCM
70
Highlander Capital Management
New Jersey
$72K 5,770 – –
SWM
71
SeaCrest Wealth Management
New York
$65K 5,209 +5,209 New
GWM
72
Geneos Wealth Management
Colorado
$46K 3,738 – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$44K 3,550 – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$38K 3,000 – –
BC
75
Bartlett & Co
Ohio
$33K 2,642 – –
1 2
3
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