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Invesco Municipal Trust
VKQ

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

13% more funds holding

Funds holding: 92 → 104 (+12)

4% less capital invested

Capital invested by funds: $191M → $183M (-$7.92M)

2.4% less ownership

Funds ownership: 34.69% → 32.29% (-2.4%)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$2.31M
2
MSL
Mackay Shields LLC
New York
+$2.11M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.89M
4
Morgan Stanley
Morgan Stanley
New York
+$1.61M
5
JWA
JFS Wealth Advisors
Pennsylvania
+$1.37M

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.5M
2
SIA
Sit Investment Associates
Minnesota
-$7.31M
3
KIM
Karpus Investment Management
New York
-$5.32M
4
LPL Financial
LPL Financial
California
-$2.21M
5
AA
AQR Arbitrage
Connecticut
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.14M -$2.21M -219,232 -66%
RJA
27
Raymond James & Associates
Florida
$1.06M +$226K +22,412 +28%
RIL
28
Rothschild Investment LLC
Illinois
$1.04M +$101K +10,000 +11%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$898K +$19.9K +1,965 +2%
N
30
Nuveen
North Carolina
$833K – – –
SFG
31
Seamount Financial Group
Colorado
$827K – – –
SMC
32
Smith, Moore & Co
Missouri
$716K +$298K +29,548 +73%
TWP
33
Tyche Wealth Partners
Texas
$711K -$58.7K -5,810 -8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$634K -$23.4K -2,317 -4%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$620K +$33.1K +3,273 +6%
AIA
36
Absolute Investment Advisers
Florida
$602K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$556K +$38.2K +3,779 +7%
NA
38
NewEdge Advisors
Louisiana
$487K -$36K -3,565 -7%
Ameriprise
39
Ameriprise
Minnesota
$469K +$205K +20,293 +80%
WANY
40
Wealthspire Advisors (New York)
New York
$454K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$429K +$416K +41,222 New
Invesco
42
Invesco
Georgia
$422K -$1.25K -124 -0.3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$396K +$6.56K +649 +2%
WFA
44
Wellspring Financial Advisors
Ohio
$370K – – –
Jones Financial Companies
45
Jones Financial Companies
Missouri
$348K +$343K +33,975 New
QL
46
Quarry LP
New York
$333K – – –
MWM
47
Melfa Wealth Management
Massachusetts
$323K – – –
MPCA
48
Madison Park Capital Advisors
Washington
$322K +$50.8K +5,025 +19%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$314K +$309K +30,565 New
NMC
50
Nine Masts Capital
Hong Kong
$293K -$382K -37,778 -57%
1
2
3 4 5

VKQ Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2024, worth a combined $183M — down 4.1% from $191M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VKQ positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $2.31M. The largest seller was Saba Capital Management, cutting an estimated $7.5M.

  • 104 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $183M of Invesco Municipal Trust stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 20 funds opened new Invesco Municipal Trust positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest Invesco Municipal Trust buyer in Q3 2024 was Robinson Capital Management, an estimated $2.31M added.
  • The largest Invesco Municipal Trust seller in Q3 2024 was Saba Capital Management, an estimated $7.5M sold.

Based on aggregated 13F filings for Q3 2024.