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Invesco Municipal Trust
VKQ

Overview Fund Activity

85 hedge funds and large institutions have $73.3M invested in Invesco Municipal Trust in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.12M
2
RCM
2
Robinson Capital Management
Michigan
$5.62M
3
KIM
3
Karpus Investment Management
New York
$1.76M
4
SIA
4
Sit Investment Associates
Minnesota
$7.88M
5
LCM
5
Landscape Capital Management
New Jersey
$759K

Top Sellers

1
IH
1
IFC Holdings
Florida
$0
2
Invesco
2
Invesco
Georgia
$0
3
BCM
3
BlueCrest Capital Management
Jersey
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$157K 13,400 -1,500 -10%
DWM
52
Dakota Wealth Management
Florida
$150K 12,800 +12,800 New
WAM
53
Weiss Asset Management
Massachusetts
$148K 12,658 -17,742 -58%
Millennium Management
54
Millennium Management
New York
$147K 12,599 +12,599 New
HCM
55
Hollencrest Capital Management
California
$140K 12,000 – –
EFS
56
Essex Financial Services
Connecticut
$136K 11,600 – –
BTNA
57
Bremer Trust National Association
Minnesota
$134K 11,453 – –
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$134K 11,500 – –
PM
59
Penbrook Management
New York
$117K 10,000 – –
BRC
60
Bell Rock Capital
Delaware
$103K 8,778 +107 +1%
BAM
61
Barrett Asset Management
New York
$88K 7,555 – –
US Bancorp
62
US Bancorp
Minnesota
$75K 6,438 – –
SWP
63
Stratos Wealth Partners
Ohio
$68K 5,823 -3,000 -34%
HCM
64
Highlander Capital Management
New Jersey
$67K 5,770 – –
SEI Investments
65
SEI Investments
Pennsylvania
$59K 5,030 +5,030 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$41K 3,550 – –
SWM
67
SeaCrest Wealth Management
New York
$38K 3,236 -1,973 -38%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$35K 3,000 – –
GWM
69
Geneos Wealth Management
Colorado
$32K 2,788 -950 -25%
BC
70
Bartlett & Co
Ohio
$31K 2,642 – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$30.9K 2,642 +2,642 New
APA
72
American Portfolios Advisors
New York
$28K 2,393 +1,253 +110%
WAM
73
Wealthspire Advisors (Maryland)
Maryland
– – – –
HNB
74
Huntington National Bank
Ohio
– – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$18K 1,570 – –
1 2
3
4 5