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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 99 → 98 (-1)

1.9% less ownership

Funds ownership: 34.54% → 32.65% (-1.9%)

7% less capital invested

Capital invested by funds: $188M → $175M (-$13.1M)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.22M
2
LPL Financial
LPL Financial
California
+$1.02M
3
GC
Guggenheim Capital
Illinois
+$963K
4
Morgan Stanley
Morgan Stanley
New York
+$716K
5
AAM
Advisors Asset Management
Colorado
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$3.56M
2
KIM
Karpus Investment Management
New York
-$3.01M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.26M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.68M
5
SIA
Sit Investment Associates
Minnesota
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
26
IBEX Wealth Advisors
New Jersey
$926K +$67.6K +6,868 +8%
SFG
27
Seamount Financial Group
Colorado
$810K +$20K +2,030 +2%
WA
28
Whipplewood Advisors
Colorado
$772K -$155K -15,794 -20%
RIL
29
Rothschild Investment LLC
Illinois
$738K -$246K -25,000 -25%
WAAG
30
Wealth Alliance Advisory Group
Kansas
$675K +$34K +3,450 +5%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$673K +$268K +27,264 +64%
TWP
32
Tyche Wealth Partners
Texas
$669K +$160K +16,224 +31%
AIA
33
Absolute Investment Advisers
Florida
$614K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$591K +$8.91K +905 +1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$579K -$6.78K -689 -1%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$564K -$2.26M -229,628 -80%
Ameriprise
37
Ameriprise
Minnesota
$492K +$79.1K +8,037 +19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$479K -$25.2K -2,558 -5%
NA
39
NewEdge Advisors
Louisiana
$435K -$37.9K -3,852 -8%
WANY
40
Wealthspire Advisors (New York)
New York
$427K – – –
MPCA
41
Madison Park Capital Advisors
Washington
$410K +$10.5K +1,070 +3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$390K +$3.05K +310 +0.8%
Stifel Financial
43
Stifel Financial
Missouri
$381K +$15.7K +1,600 +4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$372K +$111K +11,320 +42%
N
45
Nuveen
North Carolina
$315K -$480K -48,727 -60%
QL
46
Quarry LP
New York
$314K – – –
MWM
47
Melfa Wealth Management
Massachusetts
$304K – – –
RP
48
Riverbridge Partners
Minnesota
$280K +$48.6K +4,938 +21%
WFA
49
Wellspring Financial Advisors
Ohio
$275K -$177K -18,000 -39%
OC
50
Oppenheimer & Co
New York
$272K -$34.5K -3,500 -11%
1
2
3 4 5

VKQ Hedge Fund Activity: Q1 2025 in Review

98 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2025, worth a combined $175M — down 7% from $188M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VKQ and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was UBS Group, adding an estimated $1.22M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.56M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2025, down from 99 in Q4 2024.
  • Funds reported $175M of Invesco Municipal Trust stock for Q1 2025, down 7% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Trust positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Trust buyer in Q1 2025 was UBS Group, an estimated $1.22M added.
  • The largest Invesco Municipal Trust seller in Q1 2025 was Rivernorth Capital Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2025.