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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $132M → $178M (+$46.2M)

31% more funds holding

Funds holding: 75 → 98 (+23)

5.16% more ownership

Funds ownership: 28.62% → 33.77% (+5.2%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
23
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$9.28M
2
RCM
Rivernorth Capital Management
Florida
+$5.6M
3
BI
Bramshill Investments
Florida
+$4.02M
4
LSC
Logan Stone Capital
Illinois
+$3.74M
5
RCM
Robinson Capital Management
Michigan
+$1.96M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$7.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
-$2.15M
3
SIA
Sit Investment Associates
Minnesota
-$1.84M
4
UBS Group
UBS Group
Switzerland
-$1.57M
5
Morgan Stanley
Morgan Stanley
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$1.01M +$99.4K +11,272 +12%
RIL
27
Rothschild Investment LLC
Illinois
$891K +$824K +93,500 New
AAM
28
Advisors Asset Management
Colorado
$872K +$807K +91,511 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$801K +$633K +71,774 New
SFG
30
Seamount Financial Group
Colorado
$768K +$710K +80,571 New
RJA
31
Raymond James & Associates
Florida
$763K -$20.4K -2,318 -3%
TWP
32
Tyche Wealth Partners
Texas
$716K +$662K +75,109 New
N
33
Nuveen
North Carolina
$664K +$614K +69,651 New
Ameriprise
34
Ameriprise
Minnesota
$608K -$26K -2,947 -4%
Osaic Holdings
35
Osaic Holdings
Arizona
$597K -$83.5K -9,473 -13%
RP
36
Riverbridge Partners
Minnesota
$553K +$5.12K +581 +1%
WAAG
37
Wealth Alliance Advisory Group
Kansas
$551K -$106K -12,000 -17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$505K +$87.2K +9,892 +23%
WAM
39
Wolverine Asset Management
Illinois
$428K +$240K +27,275 +155%
NA
40
NewEdge Advisors
Louisiana
$380K -$1.7K -193 -0.5%
BF
41
BOK Financial
Oklahoma
$372K – – –
WFA
42
Wellspring Financial Advisors
Ohio
$344K +$318K +36,046 New
MWM
43
Melfa Wealth Management
Massachusetts
$299K +$1.73K +196 +0.6%
GWMR
44
GC Wealth Management RIA
Massachusetts
$279K +$258K +29,296 New
GM
45
GeoWealth Management
Illinois
$279K +$258K +29,296 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$262K – – –
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$232K – – –
SQA
48
Simon Quick Advisors
New Jersey
$217K +$201K +22,781 New
AC
49
Aristides Capital
Kentucky
$213K +$197K +22,300 New
STA
50
Summit Trail Advisors
New York
$204K +$189K +21,455 New
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VKQ Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2023, worth a combined $178M — up 35% from $132M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VKQ positions and 11 closed out — a net gain of 24 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $9.28M. The largest seller was Karpus Investment Management, cutting an estimated $7.45M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2023, up from 75 in Q3 2023.
  • Funds reported $178M of Invesco Municipal Trust stock for Q4 2023, up 35% quarter-over-quarter.
  • 35 funds opened new Invesco Municipal Trust positions in Q4 2023 and 11 closed out, a net change of +24 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2023 was Fiera Capital (Canada), an estimated $9.28M added.
  • The largest Invesco Municipal Trust seller in Q4 2023 was Karpus Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q4 2023.