VKQ icon

Invesco Municipal Trust
VKQ

Overview Fund Activity

87 hedge funds and large institutions have $80.5M invested in Invesco Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$2.29M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
PPA
3
Parametric Portfolio Associates
Washington
$4.39M
4
CWM
4
Cornerstone Wealth Management
Missouri
$1.67M
5
GC
5
Guggenheim Capital
Illinois
$4.57M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.75M
2
Wells Fargo
2
Wells Fargo
California
$5.75M
3
LPL Financial
3
LPL Financial
California
$294K
4
LCM
4
Landscape Capital Management
New Jersey
$424K
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
51
Anchor Capital Advisors
Massachusetts
$163K 13,760 – –
IA
52
IFP Advisors
Florida
$155K 13,125 +451 +4%
WS
53
Wedbush Securities
California
$151K 12,800 -600 -4%
HCM
54
Hollencrest Capital Management
California
$142K 12,000 – –
DA
55
Doliver Advisors
Texas
$139K 11,793 -5,850 -33%
EFS
56
Essex Financial Services
Connecticut
$137K 11,600 – –
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$136K 11,500 – –
BTNA
58
Bremer Trust National Association
Minnesota
$135K 11,453 – –
PM
59
Penbrook Management
New York
$118K 10,000 – –
BRC
60
Bell Rock Capital
Delaware
$105K 8,886 +108 +1%
BAM
61
Barrett Asset Management
New York
$89K 7,555 – –
US Bancorp
62
US Bancorp
Minnesota
$76K 6,438 – –
SPIA
63
Steward Partners Investment Advisory
New York
$74K 6,261 +6,261 New
HCM
64
Highlander Capital Management
New Jersey
$68K 5,770 – –
SEI Investments
65
SEI Investments
Pennsylvania
$59K 5,030 – –
LYV
66
Live Your Vision
Pennsylvania
$52K 4,450 +4,450 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$42K 3,550 – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$35K 3,000 – –
CFG
69
CKW Financial Group
Hawaii
$35K 3,000 +3,000 New
SWM
70
SeaCrest Wealth Management
New York
$32K 2,748 -488 -15%
GWM
71
Geneos Wealth Management
Colorado
$32K 2,788 – –
BCWM
72
Bartlett & Co Wealth Management
Ohio
$31.2K 2,642 – –
BC
73
Bartlett & Co
Ohio
$31K 2,642 – –
APA
74
American Portfolios Advisors
New York
$28.3K 2,393 – –
WAM
75
Wealthspire Advisors (Maryland)
Maryland
– – – –
1 2
3
4