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Invesco Municipal Trust
VKQ

76 hedge funds and large institutions have $129M invested in Invesco Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

0.25% less ownership

Funds ownership: 17.66% → 17.4% (-0.25%)

1% less capital invested

Capital invested by funds: $131M → $129M (-$1.61M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 78 → 76 (-2)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
11
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.17M
2
NA
NewEdge Advisors
Louisiana
+$522K
3
Bank of America
Bank of America
North Carolina
+$490K
4
Ameriprise
Ameriprise
Minnesota
+$383K
5
Morgan Stanley
Morgan Stanley
New York
+$383K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
2
UBS Group
UBS Group
Switzerland
-$1.8M
3
GC
Guggenheim Capital
Illinois
-$1.12M
4
COLIM
City of London Investment Management
United Kingdom
-$605K
5
KAS
Kestra Advisory Services
Texas
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
51
Washington Trust Advisors
Massachusetts
$152K +$151K +11,300 New
BB
52
Busey Bank
Illinois
$144K -$14.1K -1,059 -9%
HighTower Advisors
53
HighTower Advisors
Illinois
$136K -$123K -9,196 -48%
AFG
54
Albion Financial Group
Utah
$134K +$133K +10,000 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$120K – – –
SWM
56
Spire Wealth Management
Virginia
$104K – – –
PCTC
57
Perkins Coie Trust Company
Washington
$81K – – –
TCM
58
Tradewinds Capital Management
Washington
$80K – – –
HCM
59
Highlander Capital Management
New Jersey
$77K – – –
CA
60
CoreCap Advisors
Michigan
$75K +$74K +5,554 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$74K – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$42K – – –
HS
63
Horan Securities
United States
$35K +$34.5K +2,587 New
POIA
64
Pin Oak Investment Advisors
Texas
$32K – – –
CBT
65
CoreFirst Bank & Trust
Kansas
$30K – – –
AF
66
Advisornet Financial
Minnesota
$27K – – –
CB
67
Community Bank
New York
$27K +$26.6K +2,000 New
PWMG
68
Prestige Wealth Management Group
New Jersey
$25K – – –
FAG
69
Fortitude Advisory Group
Washington
$25K +$24.9K +1,871 New
S
70
SignatureFD
Georgia
$17K – – –
CA
71
Clearstead Advisors
Ohio
$15K +$14.7K +1,100 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$8K -$55.8K -4,184 -87%
US Bancorp
73
US Bancorp
Minnesota
$8K – – –
APA
74
American Portfolios Advisors
New York
$5.37K – – –
CA
75
Centerpoint Advisors
Massachusetts
$2K +$1.97K +148 New
1 2
3
4

VKQ Hedge Fund Activity: Q4 2021 in Review

76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2021, worth a combined $129M — down 1.2% from $131M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VKQ and 14 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 27 added.

The largest buyer was Bramshill Investments, adding an estimated $1.17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.28M sold.

  • 76 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2021, down from 78 in Q3 2021.
  • Funds reported $129M of Invesco Municipal Trust stock for Q4 2021, down 1.2% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Trust positions in Q4 2021 and 15 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Trust buyer in Q4 2021 was Bramshill Investments, an estimated $1.17M added.
  • The largest Invesco Municipal Trust seller in Q4 2021 was Citadel Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2021.