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Invesco Municipal Trust
VKQ

Overview Fund Activity

51 hedge funds and large institutions have $48.3M invested in Invesco Municipal Trust in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTCM
1
Fir Tree Capital Management
New York
$13M
2
RCM
2
Rivernorth Capital Management
Florida
$4.15M
3
KIM
3
Karpus Investment Management
New York
$2.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.22M
5
TC
5
TFS Capital
Pennsylvania
$1.27M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.57M
2
PFS
2
Prospera Financial Services
Texas
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTCM
1
Fir Tree Capital Management
New York
$13M 1,111,573 +1,111,573 New
Morgan Stanley
2
Morgan Stanley
New York
$5.22M 445,960 +109,770 +33%
GC
3
Guggenheim Capital
Illinois
$4.57M 390,898 -432,555 -53%
Bank of America
4
Bank of America
North Carolina
$4.31M 368,224 +85,449 +30%
RCM
5
Rivernorth Capital Management
Florida
$4.15M 354,632 +354,632 New
BTS
6
BB&T Securities
Virginia
$3.36M 28,689 -350 -1%
KIM
7
Karpus Investment Management
New York
$2.12M 181,284 +181,284 New
Wells Fargo
8
Wells Fargo
California
$1.34M 114,939 +3,606 +3%
TC
9
TFS Capital
Pennsylvania
$1.27M 108,515 +108,515 New
LPL Financial
10
LPL Financial
California
$1M 88,757 +7,895 +10%
AQR Capital Management
11
AQR Capital Management
Connecticut
$651K 55,666 +55,666 New
PPA
12
Parametric Portfolio Associates
Washington
$608K 51,947 +51,947 New
VanEck Associates
13
VanEck Associates
New York
$531K 45,376 +8,021 +21%
GEM
14
Global Endowment Management
North Carolina
$509K 43,470 +43,470 New
AAM
15
Advisors Asset Management
Colorado
$485K 41,489 -3,797 -8%
IH
16
IFC Holdings
Florida
$469K 40,017 +1,430 +4%
SWM
17
Segment Wealth Management
Texas
$410K 35,000 +15,000 +75%
WAM
18
Wolverine Asset Management
Illinois
$364K 31,196 +31,196 New
RJA
19
Raymond James & Associates
Florida
$359K 30,667 -6,066 -17%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$282K 24,100 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$269K 23,034 +3,800 +20%
First Trust Advisors
22
First Trust Advisors
Illinois
$200K 17,102 -703 -4%
KeyBank National Association
23
KeyBank National Association
Ohio
$192K 16,417 +1,000 +6%
CA
24
Cornerstone Advisors
North Carolina
$190K 16,200 – –
US Bancorp
25
US Bancorp
Minnesota
$190K 16,239 – –
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