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Invesco Municipal Trust
VKQ

88 hedge funds and large institutions have $131M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $119M → $131M (+$11.4M)

1% more funds holding

Funds holding: 87 → 88 (+1)

0.47% more ownership

Funds ownership: 17.98% → 18.45% (+0.47%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$2.9M
2
UBS Group
UBS Group
Switzerland
+$1.52M
3
RCM
Robinson Capital Management
Michigan
+$776K
4
RCM
Rivernorth Capital Management
Florida
+$484K
5
KAS
Kestra Advisory Services
Texas
+$330K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.26M
2
Invesco
Invesco
Georgia
-$807K
3
N
Nuveen
North Carolina
-$800K
4
PPA
Parametric Portfolio Associates
Washington
-$563K
5
OFG
OTA Financial Group
New York
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
51
Ramiah Investment Group
Wisconsin
$189K -$31.7K -2,554 -15%
Truist Financial
52
Truist Financial
North Carolina
$185K +$33.2K +2,675 +23%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$170K -$10.3K -829 -6%
EH
54
Equitable Holdings
New York
$166K – – –
HCM
55
Hollencrest Capital Management
California
$153K – – –
PFS
56
Prospera Financial Services
Texas
$151K +$138K +11,100 +1,616%
IFG
57
Independent Financial Group
California
$147K +$143K +11,486 New
BBNA
58
Bremer Bank National Association
Minnesota
$147K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$147K – – –
WT
60
Washington Trust
Rhode Island
$145K – – –
CRC
61
Curi RMB Capital
Illinois
$141K +$136K +10,973 New
BAM
62
Barrett Asset Management
New York
$97K – – –
TCM
63
Tradewinds Capital Management
Washington
$77K – – –
HCM
64
Highlander Capital Management
New Jersey
$74K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$71K – – –
HS
66
Horan Securities
United States
$33K -$4.84K -390 -13%
NFSG
67
Newbridge Financial Services Group
Florida
$31K – – –
POIA
68
Pin Oak Investment Advisors
Texas
$30K – – –
AF
69
Advisornet Financial
Minnesota
$26K -$6.21K -500 -20%
RCA
70
Ranch Capital Advisors
Florida
$26K – – –
PWMG
71
Prestige Wealth Management Group
New Jersey
$24K – – –
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$24K +$22.9K +1,847 New
GI
73
Gradient Investments
Minnesota
$15K – – –
Citigroup
74
Citigroup
New York
$13K – – –
APWM
75
Atlas Private Wealth Management
New York
$12K – – –
1 2
3
4

VKQ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2020, worth a combined $131M — up 9.5% from $119M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $1.26M.

  • 88 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $131M of Invesco Municipal Trust stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q4 2020 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2020 was Bramshill Investments, an estimated $2.9M added.
  • The largest Invesco Municipal Trust seller in Q4 2020 was Wells Fargo, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2020.