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Invesco Municipal Trust
VKQ

93 hedge funds and large institutions have $120M invested in Invesco Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

3% more funds holding

Funds holding: 90 → 93 (+3)

2.95% more ownership

Funds ownership: 18.47% → 21.42% (+3%)

3% more capital invested

Capital invested by funds: $117M → $120M (+$3.16M)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.36M
2
BI
Bramshill Investments
Florida
+$6.23M
3
RCM
Rivernorth Capital Management
Florida
+$6.03M
4
Morgan Stanley
Morgan Stanley
New York
+$3.83M
5
BlackRock
BlackRock
New York
+$2.54M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.39M
2
Ameriprise
Ameriprise
Minnesota
-$1.31M
3
GC
Guggenheim Capital
Illinois
-$1.27M
4
Wells Fargo
Wells Fargo
California
-$811K
5
VanEck Associates
VanEck Associates
New York
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Riverbridge Partners
Minnesota
$545K +$558K +53,674 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$500K -$4.16K -400 -0.8%
CIA
28
Capital Investment Advisors
Georgia
$499K -$14K -1,350 -3%
BF
29
BOK Financial
Oklahoma
$462K – – –
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$434K -$34.3K -3,304 -7%
ECG
31
Edge Capital Group
Georgia
$406K – – –
ACA
32
Ackerman Capital Advisors
Texas
$377K -$38.1K -3,664 -9%
LCM
33
Landscape Capital Management
New Jersey
$368K -$862 -83 -0.2%
FAIM
34
Financial Advocates Investment Management
Washington
$337K -$36.8K -3,543 -10%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$312K +$82.6K +7,950 +35%
PM
36
Penbrook Management
New York
$305K – – –
COLIM
37
City of London Investment Management
United Kingdom
$262K – – –
NCM
38
NCM Capital Management
New Jersey
$250K – – –
Stifel Financial
39
Stifel Financial
Missouri
$245K -$59.7K -5,747 -19%
PCS
40
Personal CFO Solutions
New Jersey
$240K +$141K +13,612 +136%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$233K -$384 -37 -0.2%
WAAG
42
Wealth Alliance Advisory Group
Kansas
$229K +$10.5K +1,010 +5%
NA
43
NewEdge Advisors
Louisiana
$218K -$190K -18,300 -46%
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$203K – – –
CIC
45
Carnegie Investment Counsel
Ohio
$177K +$270 +26 +0.1%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$170K -$183K -17,639 -51%
WAM
47
Wolverine Asset Management
Illinois
$166K -$120K -11,539 -41%
IFG
48
Independent Financial Group
California
$162K +$166K +15,945 New
BBNA
49
Bremer Bank National Association
Minnesota
$161K – – –
Truist Financial
50
Truist Financial
North Carolina
$147K – – –
1
2
3 4 5

VKQ Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2022, worth a combined $120M — up 2.7% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VKQ positions and 11 closed out — a net gain of 5 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $7.36M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.39M.

  • 93 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2022, up from 90 in Q1 2022.
  • Funds reported $120M of Invesco Municipal Trust stock for Q2 2022, up 2.7% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2022 was Karpus Investment Management, an estimated $7.36M added.
  • The largest Invesco Municipal Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2022.