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Invesco Municipal Trust
VKQ

92 hedge funds and large institutions have $151M invested in Invesco Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

3% more funds holding

Funds holding: 89 → 92 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.66% less ownership

Funds ownership: 31.31% → 28.65% (-2.7%)

10% less capital invested

Capital invested by funds: $167M → $151M (-$16.1M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.13%
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
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.72M
2
Morgan Stanley
Morgan Stanley
New York
+$2.68M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.15M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.62M
5
NA
NewEdge Advisors
Louisiana
+$1.23M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$13.5M
2
RCM
Robinson Capital Management
Michigan
-$4.51M
3
RC
Rareview Capital
Nevada
-$1.88M
4
LPL Financial
LPL Financial
California
-$1.44M
5
MSL
Mackay Shields LLC
New York
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
51
Cohen & Steers
New York
$238K – – –
Jane Street
52
Jane Street
New York
$232K -$197K -20,224 -45%
CFGSD
53
Compass Financial Group (South Dakota)
South Dakota
$232K – – –
HNB
54
Huntington National Bank
Ohio
$214K – – –
HI
55
Harbour Investments
Wisconsin
$212K +$218K +22,314 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$204K +$20.7K +2,123 +11%
Osaic Holdings
57
Osaic Holdings
Arizona
$192K +$790 +81 +0.4%
PM
58
Penbrook Management
New York
$190K – – –
CL
59
Choreo LLC
Illinois
$159K +$38.9K +3,991 +31%
TCM
60
Tradewinds Capital Management
Washington
$152K – – –
IFWM
61
Institute for Wealth Management
Colorado
$147K – – –
OCM
62
Orleans Capital Management
Louisiana
$139K – – –
Lido Advisors
63
Lido Advisors
California
$139K – – –
SFS
64
Sowell Financial Services
Arkansas
$133K – – –
CAM
65
Cresset Asset Management
Illinois
$129K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$122K +$10.2K +1,051 +9%
SA
67
Sanctuary Advisors
Indiana
$114K – – –
KAS
68
Kestra Advisory Services
Texas
$110K +$838 +86 +0.7%
NCM
69
NCM Capital Management
New Jersey
$109K +$112K +11,476 New
First Trust Advisors
70
First Trust Advisors
Illinois
$108K +$2.7K +277 +2%
AC
71
AlphaCore Capital
California
$108K +$2.12K +217 +2%
VPW
72
Vericrest Private Wealth
Pennsylvania
$108K -$60.8K -6,235 -36%
PIA
73
Perennial Investment Advisors
California
$106K +$595 +61 +0.5%
Financial Engines Advisors
74
Financial Engines Advisors
California
$105K – – –
MCM
75
MAI Capital Management
Ohio
$48.6K – – –
1 2
3
4

VKQ Hedge Fund Activity: Q1 2026 in Review

92 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2026, worth a combined $151M — down 9.6% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $2.72M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.5M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $151M of Invesco Municipal Trust stock for Q1 2026, down 9.6% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q1 2026 and 6 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2026 was Hennion & Walsh Asset Management, an estimated $2.72M added.
  • The largest Invesco Municipal Trust seller in Q1 2026 was Rivernorth Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2026.