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Invesco Municipal Trust
VKQ

99 hedge funds and large institutions have $188M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

2.25% more ownership

Funds ownership: 32.29% → 34.54% (+2.2%)

2% more capital invested

Capital invested by funds: $183M → $188M (+$4.36M)

5% less funds holding

Funds holding: 104 → 99 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$22M
2
KIM
Karpus Investment Management
New York
+$3.48M
3
LPL Financial
LPL Financial
California
+$3.29M
4
RCM
Robinson Capital Management
Michigan
+$3.05M
5
GC
Guggenheim Capital
Illinois
+$1.97M

Top Sellers

1
SCM
Saba Capital Management
New York
-$25.2M
2
LSC
Logan Stone Capital
Illinois
-$2.19M
3
AA
AQR Arbitrage
Connecticut
-$1.74M
4
SIA
Sit Investment Associates
Minnesota
-$583K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.01M +$620K +61,839 +150%
RIL
27
Rothschild Investment LLC
Illinois
$996K – – –
IWA
28
IBEX Wealth Advisors
New Jersey
$874K +$893K +89,129 New
SFG
29
Seamount Financial Group
Colorado
$803K +$12.9K +1,287 +2%
N
30
Nuveen
North Carolina
$798K +$2K +200 +0.2%
WA
31
Whipplewood Advisors
Colorado
$793K +$810K +80,820 New
IAA
32
Independent Advisor Alliance
North Carolina
$762K +$779K +77,702 New
MG
33
Marex Group
$689K +$704K +70,267 New
WAAG
34
Wealth Alliance Advisory Group
Kansas
$653K +$61.5K +6,134 +10%
AIA
35
Absolute Investment Advisers
Florida
$624K +$49.1K +4,900 +8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$596K -$10.8K -1,081 -2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$592K -$272K -27,192 -31%
TWP
38
Tyche Wealth Partners
Texas
$521K -$162K -16,191 -23%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$513K -$19.6K -1,953 -4%
NA
40
NewEdge Advisors
Louisiana
$480K +$14.7K +1,470 +3%
WFA
41
Wellspring Financial Advisors
Ohio
$457K +$105K +10,500 +29%
WANY
42
Wealthspire Advisors (New York)
New York
$434K – – –
Ameriprise
43
Ameriprise
Minnesota
$421K -$27.9K -2,781 -6%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$417K +$351K +35,032 +467%
MPCA
45
Madison Park Capital Advisors
Washington
$406K +$100K +10,026 +32%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$393K +$14.4K +1,436 +4%
Stifel Financial
47
Stifel Financial
Missouri
$372K +$261K +26,000 +218%
QL
48
Quarry LP
New York
$319K – – –
OC
49
Oppenheimer & Co
New York
$310K +$317K +31,641 New
MWM
50
Melfa Wealth Management
Massachusetts
$309K – – –
1
2
3 4 5

VKQ Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2024, worth a combined $188M — up 2.4% from $183M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of VKQ and 16 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 35 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $22M. The largest seller was Saba Capital Management, exiting entirely with an estimated $25.2M sold.

  • 99 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2024, down from 104 in Q3 2024.
  • Funds reported $188M of Invesco Municipal Trust stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q4 2024 and 19 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $22M added.
  • The largest Invesco Municipal Trust seller in Q4 2024 was Saba Capital Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.