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Invesco Municipal Trust
VKQ

47 hedge funds and large institutions have $29M invested in Invesco Municipal Trust in 2013 Q2 according to their latest regulatory filings, with 47 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.2% more ownership

Funds ownership: 0% → 4.2% (+4.2%)

Holders
47
Holders Change
+47
Holders Change %
–
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.4M +$11.3M +823,453 New
Morgan Stanley
2
Morgan Stanley
New York
$4.25M +$4.6M +336,190 New
Bank of America
3
Bank of America
North Carolina
$3.57M +$3.87M +282,775 New
Wells Fargo
4
Wells Fargo
California
$1.41M +$1.52M +111,333 New
LPL Financial
5
LPL Financial
California
$1.02M +$1.11M +80,862 New
PFS
6
Prospera Financial Services
Texas
$806K +$863K +63,150 New
AAM
7
Advisors Asset Management
Colorado
$572K +$619K +45,286 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$515K +$557K +40,782 New
IH
9
IFC Holdings
Florida
$489K +$527K +38,587 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$474K +$512K +37,485 New
VanEck Associates
11
VanEck Associates
New York
$472K +$511K +37,355 New
RJA
12
Raymond James & Associates
Florida
$464K +$502K +36,733 New
DA
13
Doliver Advisors
Texas
$376K +$407K +29,749 New
JP Morgan Chase
14
JP Morgan Chase
New York
$305K +$329K +24,100 New
U
15
UBS
Switzerland
$296K +$320K +23,413 New
OFG
16
OTA Financial Group
New York
$285K +$309K +22,607 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$278K +$301K +22,013 New
SWM
18
Segment Wealth Management
Texas
$253K +$273K +20,000 New
HighTower Advisors
19
HighTower Advisors
Illinois
$243K +$263K +19,234 New
First Trust Advisors
20
First Trust Advisors
Illinois
$225K +$243K +17,805 New
CA
21
Cornerstone Advisors
North Carolina
$205K +$221K +16,200 New
US Bancorp
22
US Bancorp
Minnesota
$205K +$222K +16,239 New
Deutsche Bank
23
Deutsche Bank
Germany
$198K +$216K +15,770 New
KeyBank National Association
24
KeyBank National Association
Ohio
$195K +$211K +15,417 New
FFSOTS
25
Fiduciary Financial Services of The Southwest
Texas
$192K +$208K +15,204 New
1
2

VKQ Hedge Fund Activity: Q2 2013 in Review

47 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2013, worth a combined $29M.

Buyers outnumbered sellers: 47 funds opened new VKQ positions and 0 closed out — a net gain of 47 holders — while 0 added to existing stakes and 0 trimmed.

  • 47 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $29M of Invesco Municipal Trust stock for Q2 2013.
  • 47 funds opened new Invesco Municipal Trust positions in Q2 2013 and 0 closed out, a net change of +47 holders.

Based on aggregated 13F filings for Q2 2013.