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Invesco Municipal Trust
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Overview Fund Activity

68 hedge funds and large institutions have $70.5M invested in Invesco Municipal Trust in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.63M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$1.35M
3
RCM
3
Robinson Capital Management
Michigan
$2M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$604K
5
UBS Group
5
UBS Group
Switzerland
$4.52M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.16M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
KIM
4
Karpus Investment Management
New York
$0
5
GC
5
Guggenheim Capital
Illinois
$6.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.63M 594,510 +134,520 +29%
GC
2
Guggenheim Capital
Illinois
$6.82M 531,830 -141,139 -21%
SIA
3
Sit Investment Associates
Minnesota
$6.64M 517,480 -7,600 -1%
AAM
4
Advisors Asset Management
Colorado
$5.5M 428,273 +2,167 +0.5%
UBS Group
5
UBS Group
Switzerland
$4.52M 352,120 +34,493 +11%
Morgan Stanley
6
Morgan Stanley
New York
$3.74M 291,527 +22,506 +8%
Bank of America
7
Bank of America
North Carolina
$3.42M 266,128 -933 -0.3%
JWA
8
JFS Wealth Advisors
Pennsylvania
$2.42M 188,468 +2,512 +1%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.16M 168,136 -327,015 -66%
RCM
10
Robinson Capital Management
Michigan
$2M 155,663 +60,724 +64%
VanEck Associates
11
VanEck Associates
New York
$1.92M 149,658 +19,146 +15%
Cohen & Steers
12
Cohen & Steers
New York
$1.67M 130,425 +29,560 +29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.67M 130,375 +32,176 +33%
TCM
14
Tradewinds Capital Management
Washington
$1.59M 123,864 -850 -0.7%
AGA
15
Accuvest Global Advisors
Utah
$1.57M 122,410 +15,920 +15%
IWA
16
IBEX Wealth Advisors
New Jersey
$1.35M 104,862 +104,862 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.1M 86,044 -1,242 -1%
RJA
18
Raymond James & Associates
Florida
$973K 75,813 +4,420 +6%
First Trust Advisors
19
First Trust Advisors
Illinois
$949K 73,971 +6,071 +9%
Invesco
20
Invesco
Georgia
$940K 73,260 -2,978 -4%
IH
21
IFC Holdings
Florida
$916K 71,333 +2,304 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$788K 61,457 +422 +0.7%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$733K 57,474 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$698K 54,402 +452 +0.8%
CAN
25
Cetera Advisor Networks
California
$643K 50,337 +912 +2%
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