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Invesco Municipal Trust

87 hedge funds and large institutions have $80.5M invested in Invesco Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $73.3M → $80.5M (+$7.17M)

2% more funds holding

Funds holding: 8587 (+2)

0.88% more ownership

Funds ownership: 11.22%12.11% (+0.88%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Anchor Capital Advisors
Massachusetts
$163K
IA
52
IFP Advisors
Florida
$155K +$5.3K +451 +4%
WS
53
Wedbush Securities
California
$151K -$7.05K -600 -4%
HCM
54
Hollencrest Capital Management
California
$142K
DA
55
Doliver Advisors
Texas
$139K -$68.8K -5,850 -33%
EFS
56
Essex Financial Services
Connecticut
$137K
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$136K
BTNA
58
Bremer Trust National Association
Minnesota
$135K
PM
59
Penbrook Management
New York
$118K
BRC
60
Bell Rock Capital
Delaware
$105K +$1.27K +108 +1%
BAM
61
Barrett Asset Management
New York
$89K
US Bancorp
62
US Bancorp
Minnesota
$76K
SPIA
63
Steward Partners Investment Advisory
New York
$74K +$73.6K +6,261 New
HCM
64
Highlander Capital Management
New Jersey
$68K
SEI Investments
65
SEI Investments
Pennsylvania
$59K
LYV
66
Live Your Vision
Pennsylvania
$52K +$52.3K +4,450 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$42K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$35K
CFG
69
CKW Financial Group
Hawaii
$35K +$35.3K +3,000 New
SWM
70
SeaCrest Wealth Management
New York
$32K -$5.74K -488 -15%
GWM
71
Geneos Wealth Management
Colorado
$32K
BCWM
72
Bartlett & Co Wealth Management
Ohio
$31.2K
BC
73
Bartlett & Co
Ohio
$31K
APA
74
American Portfolios Advisors
New York
$28.3K
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$27K

VKQ Hedge Fund Activity: Q2 2018 in Review

87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2018, worth a combined $80.5M — up 9.8% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VKQ positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.27M. The largest seller was Advisors Asset Management, cutting an estimated $1.74M.

  • 87 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2018, up from 85 in Q1 2018.
  • Funds reported $80.5M of Invesco Municipal Trust stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Trust positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $2.27M added.
  • The largest Invesco Municipal Trust seller in Q2 2018 was Advisors Asset Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2018.