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Invesco Municipal Trust
VKQ

88 hedge funds and large institutions have $131M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $119M → $131M (+$11.4M)

1% more funds holding

Funds holding: 87 → 88 (+1)

0.47% more ownership

Funds ownership: 17.98% → 18.45% (+0.47%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$2.9M
2
UBS Group
UBS Group
Switzerland
+$1.52M
3
RCM
Robinson Capital Management
Michigan
+$776K
4
RCM
Rivernorth Capital Management
Florida
+$484K
5
KAS
Kestra Advisory Services
Texas
+$330K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.26M
2
Invesco
Invesco
Georgia
-$807K
3
N
Nuveen
North Carolina
-$800K
4
PPA
Parametric Portfolio Associates
Washington
-$563K
5
OFG
OTA Financial Group
New York
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
26
Mariner Investment Group
New York
$586K – – –
CIA
27
Capital Investment Advisors
Georgia
$542K +$11.2K +900 +2%
FAIM
28
Financial Advocates Investment Management
Washington
$535K -$134K -10,768 -21%
ECG
29
Edge Capital Group
Georgia
$513K – – –
BF
30
BOK Financial
Oklahoma
$487K – – –
KAS
31
Kestra Advisory Services
Texas
$471K +$330K +26,549 +254%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$443K +$222K +17,880 +107%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$435K +$36.6K +2,947 +10%
PM
34
Penbrook Management
New York
$385K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$318K – – –
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$316K +$7.45K +600 +2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$294K +$284K +22,890 New
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$290K +$410 +33 +0.1%
Stifel Financial
39
Stifel Financial
Missouri
$285K -$55.3K -4,453 -17%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$282K – – –
ACA
41
Ackerman Capital Advisors
Texas
$263K +$255K +20,552 New
ONST
42
Old North State Trust
North Carolina
$256K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$255K – – –
KM
44
Kalos Management
Georgia
$249K – – –
LPL Financial
45
LPL Financial
California
$232K -$127K -10,212 -36%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$231K +$101K +8,169 +82%
BRWM
47
B. Riley Wealth Management
Tennessee
$225K -$44.9K -3,614 -17%
SAM
48
Seelaus Asset Management
New Jersey
$200K +$194K +15,593 New
SS
49
Sunbelt Securities
Texas
$197K +$190K +15,333 New
Cohen & Steers
50
Cohen & Steers
New York
$190K – – –
1
2
3 4

VKQ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2020, worth a combined $131M — up 9.5% from $119M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $1.26M.

  • 88 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $131M of Invesco Municipal Trust stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q4 2020 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2020 was Bramshill Investments, an estimated $2.9M added.
  • The largest Invesco Municipal Trust seller in Q4 2020 was Wells Fargo, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2020.