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Invesco Municipal Trust

61 hedge funds and large institutions have $110M invested in Invesco Municipal Trust in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 5961 (+2)

1.22% more ownership

Funds ownership: 15.26%16.48% (+1.2%)

1% less capital invested

Capital invested by funds: $111M → $110M (-$1.48M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
24
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change

VKQ Hedge Fund Activity: Q2 2015 in Review

61 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2015, worth a combined $110M — down 1.3% from $111M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VKQ positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.23M. The largest seller was Bank of America, cutting an estimated $616K.

  • 61 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2015, up from 59 in Q1 2015.
  • Funds reported $110M of Invesco Municipal Trust stock for Q2 2015, down 1.3% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Trust positions in Q2 2015 and 5 closed out, a net change of +3 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2015 was Karpus Investment Management, an estimated $2.23M added.
  • The largest Invesco Municipal Trust seller in Q2 2015 was Bank of America, an estimated $616K sold.

Based on aggregated 13F filings for Q2 2015.