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Invesco Municipal Trust

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 9898 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.08% less ownership

Funds ownership: 32.65%30.56% (-2.1%)

11% less capital invested

Capital invested by funds: $175M → $155M (-$19.8M)

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$937K -$5.1M -550,940 -84%
IWA
27
IBEX Wealth Advisors
New Jersey
$887K +$8.81K +952 +1%
SFG
28
Seamount Financial Group
Colorado
$768K
WA
29
Whipplewood Advisors
Colorado
$756K +$163K +17,613 +27%
RIL
30
Rothschild Investment LLC
Illinois
$684K -$16.7K -1,800 -2%
WAAG
31
Wealth Alliance Advisory Group
Kansas
$665K +$25.5K +2,750 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$639K
TWP
33
Tyche Wealth Partners
Texas
$635K +$176 +19 +0%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$594K +$44.8K +4,837 +8%
AIA
35
Absolute Investment Advisers
Florida
$582K
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$527K -$7.55K -815 -1%
SG
37
StoneX Group
New York
$496K +$502K +54,180 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$469K -$92.7K -10,016 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K +$12.3K +1,327 +3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$436K +$181K +19,548 +70%
OC
41
Oppenheimer & Co
New York
$425K +$170K +18,326 +65%
Ameriprise
42
Ameriprise
Minnesota
$423K -$34.2K -3,690 -7%
NA
43
NewEdge Advisors
Louisiana
$418K +$5.32K +574 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$403K +$361K +38,977 +774%
MPCA
45
Madison Park Capital Advisors
Washington
$389K +$463 +50 +0.1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$377K +$7.12K +769 +2%
PM
47
Penbrook Management
New York
$376K +$185K +20,000 +100%
N
48
Nuveen
North Carolina
$299K
QL
49
Quarry LP
New York
$297K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$289K -$64.3K -6,946 -18%

VKQ Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2025, worth a combined $155M — down 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.93M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $155M of Invesco Municipal Trust stock for Q2 2025, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2025 was Morgan Stanley, an estimated $1.2M added.
  • The largest Invesco Municipal Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.