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Invesco Municipal Trust
VKQ

93 hedge funds and large institutions have $120M invested in Invesco Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

3% more funds holding

Funds holding: 90 → 93 (+3)

2.95% more ownership

Funds ownership: 18.47% → 21.42% (+3%)

3% more capital invested

Capital invested by funds: $117M → $120M (+$3.16M)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.36M
2
BI
Bramshill Investments
Florida
+$6.23M
3
RCM
Rivernorth Capital Management
Florida
+$6.03M
4
Morgan Stanley
Morgan Stanley
New York
+$3.83M
5
BlackRock
BlackRock
New York
+$2.54M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.39M
2
Ameriprise
Ameriprise
Minnesota
-$1.31M
3
GC
Guggenheim Capital
Illinois
-$1.27M
4
Wells Fargo
Wells Fargo
California
-$811K
5
VanEck Associates
VanEck Associates
New York
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$137K +$140K +13,500 New
PAG
52
Private Advisor Group
New Jersey
$129K +$132K +12,736 New
HNB
53
Huntington National Bank
Ohio
$127K – – –
VF
54
Virtu Financial
New York
$127K +$130K +12,475 New
HCM
55
Hollencrest Capital Management
California
$121K – – –
WTA
56
Washington Trust Advisors
Massachusetts
$115K – – –
BB
57
Busey Bank
Illinois
$109K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$107K – – –
CAN
59
Cetera Advisor Networks
California
$106K +$108K +10,395 New
SWP
60
Stratos Wealth Partners
Ohio
$106K +$109K +10,447 New
MWM
61
Modera Wealth Management
New Jersey
$102K – – –
RPCA
62
Running Point Capital Advisors
California
$102K – – –
Financial Engines Advisors
63
Financial Engines Advisors
California
$101K +$104K +10,024 New
JWA
64
JFS Wealth Advisors
Pennsylvania
$94K -$3.39M -325,928 -97%
PB
65
Pinnacle Bancorp
Nebraska
$81K +$83.1K +8,000 New
TCM
66
Tradewinds Capital Management
Washington
$61K – – –
HCM
67
Highlander Capital Management
New Jersey
$59K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$56K – – –
CA
69
CoreCap Advisors
Michigan
$56K +$57.7K +5,554 New
SWM
70
Selective Wealth Management
Virginia
$46K – – –
PCTC
71
Perkins Coie Trust Company
Washington
$43K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$43K +$41.3K +3,973 +1,546%
CT
73
Caldwell Trust
Florida
$40.6K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$32K – – –
SWM
75
Spire Wealth Management
Virginia
$26K -$53.6K -5,162 -67%
1 2
3
4 5

VKQ Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2022, worth a combined $120M — up 2.7% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VKQ positions and 11 closed out — a net gain of 5 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $7.36M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.39M.

  • 93 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2022, up from 90 in Q1 2022.
  • Funds reported $120M of Invesco Municipal Trust stock for Q2 2022, up 2.7% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2022 was Karpus Investment Management, an estimated $7.36M added.
  • The largest Invesco Municipal Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2022.