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Invesco Municipal Trust

92 hedge funds and large institutions have $151M invested in Invesco Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

3% more funds holding

Funds holding: 8992 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.66% less ownership

Funds ownership: 31.31%28.65% (-2.7%)

10% less capital invested

Capital invested by funds: $167M → $151M (-$16.1M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rareview Capital
Nevada
$880K -$1.88M -192,599 -67%
IWA
27
IBEX Wealth Advisors
New Jersey
$849K -$13.9K -1,424 -2%
SWA
28
Stratos Wealth Advisors
Ohio
$845K -$1.03M -105,817 -54%
WA
29
Whipplewood Advisors
Colorado
$845K -$10.9K -1,119 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$817K +$77.7K +7,972 +10%
SFG
31
Seamount Financial Group
Colorado
$702K -$38.7K -3,969 -5%
STA
32
Summit Trail Advisors
New York
$688K +$705K +72,295 New
Ameriprise
33
Ameriprise
Minnesota
$687K +$120K +12,287 +21%
SMC
34
Smith, Moore & Co
Missouri
$681K -$774K -79,401 -53%
TWP
35
Tyche Wealth Partners
Texas
$661K +$175 +18 +0%
CAM
36
Concorde Asset Management
Michigan
$609K -$173K -17,787 -22%
OC
37
Oppenheimer & Co
New York
$477K +$6.04K +620 +1%
MPCA
38
Madison Park Capital Advisors
Washington
$431K +$25.6K +2,628 +6%
CIA
39
Concurrent Investment Advisors
Florida
$413K +$30.7K +3,151 +8%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$406K -$1.95K -200 -0.5%
IAA
41
Independent Advisor Alliance
North Carolina
$405K +$415K +42,550 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$397K +$6.5K +667 +2%
SWP
43
Stratos Wealth Partners
Ohio
$346K +$77.7K +7,970 +28%
MWM
44
Melfa Wealth Management
Massachusetts
$319K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$312K -$3.4K -349 -1%
N
46
Nuveen
North Carolina
$311K
P
47
&Partners
Tennessee
$298K -$22.7K -2,329 -7%
PFS
48
Prospera Financial Services
Texas
$295K +$48.6K +4,986 +19%
WIA
49
World Investment Advisors
California
$260K +$266K +27,269 New
PI
50
PFG Investments
New York
$253K -$8.77K -900 -3%

VKQ Hedge Fund Activity: Q1 2026 in Review

92 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2026, worth a combined $151M — down 9.6% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $2.72M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.5M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $151M of Invesco Municipal Trust stock for Q1 2026, down 9.6% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q1 2026 and 6 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2026 was Hennion & Walsh Asset Management, an estimated $2.72M added.
  • The largest Invesco Municipal Trust seller in Q1 2026 was Rivernorth Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2026.