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Invesco Municipal Trust

92 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $117M → $143M (+$25.6M)

3% more funds holding

Funds holding: 8992 (+3)

2.95% more ownership

Funds ownership: 23.18%26.14% (+3%)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$156K +$84 +9 +0.1%
PB
52
Pinnacle Bancorp
Nebraska
$153K
BRWA
53
B. Riley Wealth Advisors
Florida
$151K +$25.2K +2,700 +22%
NCM
54
NCM Capital Management
New Jersey
$149K -$88.7K -9,508 -39%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$131K +$124K +13,263 New
HNB
56
Huntington National Bank
Ohio
$124K
XF
57
XML Financial
Maryland
$118K -$9.53K -1,022 -8%
KPWS
58
Kestra Private Wealth Services
Texas
$109K +$103K +11,000 New
MC
59
Moors & Cabot
Massachusetts
$108K +$1.2K +129 +1%
BB
60
Busey Bank
Illinois
$106K
MWM
61
Modera Wealth Management
New Jersey
$99.7K
Financial Engines Advisors
62
Financial Engines Advisors
California
$99.2K
RPCA
63
Running Point Capital Advisors
California
$99K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$88.6K -$69.5K -7,453 -45%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$70.6K +$10.3K +1,106 +18%
TCM
66
Tradewinds Capital Management
Washington
$59.3K
HCM
67
Highlander Capital Management
New Jersey
$57K
CA
68
CoreCap Advisors
Michigan
$55K +$51.8K +5,554 New
PCTC
69
Perkins Coie Trust Company
Washington
$41.6K
CT
70
Caldwell Trust
Florida
$39.6K
MRCM
71
M&R Capital Management
New Jersey
$39K +$36.7K +3,938 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$31K
HS
73
Horan Securities
United States
$25.6K
PTC
74
Private Trust Company
Ohio
$24K
PWMG
75
Prestige Wealth Management Group
New Jersey
$18.2K

VKQ Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2022, worth a combined $143M — up 22% from $117M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VKQ positions and 10 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $22.3M. The largest seller was Rivernorth Capital Management, cutting an estimated $15M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $143M of Invesco Municipal Trust stock for Q4 2022, up 22% quarter-over-quarter.
  • 15 funds opened new Invesco Municipal Trust positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $22.3M added.
  • The largest Invesco Municipal Trust seller in Q4 2022 was Rivernorth Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2022.