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Invesco Municipal Trust
VKQ

80 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more capital invested

Capital invested by funds: $143M → $143M (+$524K)

0.16% more ownership

Funds ownership: 26.14% → 26.3% (+0.16%)

13% less funds holding

Funds holding: 92 → 80 (-12)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
80
Holders Change
-12
Holders Change %
-13.04%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.03M
2
SIA
Sit Investment Associates
Minnesota
+$1.11M
3
LPL Financial
LPL Financial
California
+$870K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$794K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$731K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$4.95M
2
Bank of America
Bank of America
North Carolina
-$940K
3
HighTower Advisors
HighTower Advisors
Illinois
-$672K
4
IWA
IBEX Wealth Advisors
New Jersey
-$661K
5
Invesco
Invesco
Georgia
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
26
Wealth Alliance Advisory Group
Kansas
$673K +$2.44K +250 +0.4%
Osaic Holdings
27
Osaic Holdings
Arizona
$634K -$4.72K -483 -0.8%
RP
28
Riverbridge Partners
Minnesota
$573K -$3.39K -347 -0.6%
BF
29
BOK Financial
Oklahoma
$432K -$19.5K -2,000 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$402K -$672K -68,782 -63%
First Trust Advisors
31
First Trust Advisors
Illinois
$355K -$60.7K -6,217 -15%
Invesco
32
Invesco
Georgia
$352K -$594K -60,796 -63%
MWM
33
Melfa Wealth Management
Massachusetts
$351K +$2.08K +213 +0.6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$344K +$17.1K +1,750 +5%
FAIM
35
Financial Advocates Investment Management
Washington
$301K -$7.19K -736 -2%
ECG
36
Edge Capital Group
Georgia
$265K +$48.2K +4,934 +23%
CFGSD
37
Compass Financial Group (South Dakota)
South Dakota
$242K – – –
Stifel Financial
38
Stifel Financial
Missouri
$213K -$38.6K -3,955 -16%
PM
39
Penbrook Management
New York
$198K – – –
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$198K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$186K -$45.6K -4,674 -20%
Cohen & Steers
42
Cohen & Steers
New York
$179K – – –
PFS
43
Prospera Financial Services
Texas
$176K -$48.7K -4,987 -22%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$160K – – –
PB
45
Pinnacle Bancorp
Nebraska
$154K – – –
IFWM
46
Institute for Wealth Management
Colorado
$153K +$150K +15,400 New
BRWA
47
B. Riley Wealth Advisors
Florida
$151K – – –
NCM
48
NCM Capital Management
New Jersey
$150K – – –
LCM
49
Landscape Capital Management
New Jersey
$150K -$61.5K -6,297 -29%
PAG
50
Private Advisor Group
New Jersey
$147K -$10.3K -1,055 -7%
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VKQ Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2023, worth a combined $143M — up 0.37% from $143M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VKQ and 6 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.03M. The largest seller was Guggenheim Capital, cutting an estimated $4.95M.

  • 80 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $143M of Invesco Municipal Trust stock for Q1 2023, up 0.37% quarter-over-quarter.
  • 6 funds opened new Invesco Municipal Trust positions in Q1 2023 and 16 closed out, a net change of -10 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2023 was Rivernorth Capital Management, an estimated $5.03M added.
  • The largest Invesco Municipal Trust seller in Q1 2023 was Guggenheim Capital, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2023.