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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 %
UBS Group
1
UBS Group
Switzerland
$11.1M 939,476 +159,777 +20%
SIA
2
Sit Investment Associates
Minnesota
$8.04M 680,234 +5,900 +0.9%
Wells Fargo
3
Wells Fargo
California
$5.75M 486,671 -55,056 -10%
RCM
4
Robinson Capital Management
Michigan
$5.56M 470,577 -10,166 -2%
GC
5
Guggenheim Capital
Illinois
$4.57M 386,318 +91,810 +31%
PPA
6
Parametric Portfolio Associates
Washington
$4.39M 370,960 +156,376 +73%
Morgan Stanley
7
Morgan Stanley
New York
$4.34M 367,473 +18,847 +5%
Bank of America
8
Bank of America
North Carolina
$3.28M 277,725 -753 -0.3%
KIM
9
Karpus Investment Management
New York
$2.39M 203,588 +53,225 +35%
JWA
10
JFS Wealth Advisors
Pennsylvania
$2.36M 199,393 +2,836 +1%
LCM
11
Laurion Capital Management
New York
$2.29M 193,571 +193,571 New
VanEck Associates
12
VanEck Associates
New York
$2.25M 189,960 +22,985 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.01M 169,698 +9,644 +6%
AAM
14
Advisors Asset Management
Colorado
$1.75M 147,936 -148,468 -50%
CWM
15
Cornerstone Wealth Management
Missouri
$1.67M 19,692 +19,692 New
Cohen & Steers
16
Cohen & Steers
New York
$1.54M 130,425 – –
TCM
17
Tradewinds Capital Management
Washington
$1.39M 117,392 +1,100 +0.9%
RJA
18
Raymond James & Associates
Florida
$1.02M 86,040 +11,570 +16%
First Trust Advisors
19
First Trust Advisors
Illinois
$983K 83,131 +169 +0.2%
VCM
20
Vivaldi Capital Management
Illinois
$939K 79,417 +2,879 +4%
6M
21
6 Meridian
Kansas
$867K 73,349 +4,337 +6%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$679K 57,474 – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$612K 51,778 +8,766 +20%
BF
24
BOK Financial
Oklahoma
$585K 49,500 – –
CIA
25
Capital Investment Advisors
Georgia
$526K 44,512 -850 -2%
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