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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $132M → $178M (+$46.2M)

31% more funds holding

Funds holding: 75 → 98 (+23)

5.16% more ownership

Funds ownership: 28.62% → 33.77% (+5.2%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
23
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$9.28M
2
RCM
Rivernorth Capital Management
Florida
+$5.6M
3
BI
Bramshill Investments
Florida
+$4.02M
4
LSC
Logan Stone Capital
Illinois
+$3.74M
5
RCM
Robinson Capital Management
Michigan
+$1.96M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$7.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
-$2.15M
3
SIA
Sit Investment Associates
Minnesota
-$1.84M
4
UBS Group
UBS Group
Switzerland
-$1.57M
5
Morgan Stanley
Morgan Stanley
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
51
Virtu Financial
New York
$192K +$82.8K +9,394 +88%
MNBTD
52
Moody National Bank Trust Division
Texas
$192K +$178K +20,146 New
PM
53
Penbrook Management
New York
$191K – – –
Stifel Financial
54
Stifel Financial
Missouri
$180K -$46.5K -5,272 -22%
WAM
55
Weiss Asset Management
Massachusetts
$175K +$162K +18,400 New
Goldman Sachs
56
Goldman Sachs
New York
$160K +$148K +16,774 New
FPCP
57
Fort Point Capital Partners
California
$159K +$147K +16,674 New
MPCA
58
Madison Park Capital Advisors
Washington
$155K +$144K +16,300 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$155K +$20.2K +2,296 +16%
First Trust Advisors
60
First Trust Advisors
Illinois
$151K -$85K -9,641 -38%
IFWM
61
Institute for Wealth Management
Colorado
$147K – – –
RZH
62
Relyea Zuckerberg Hanson
Connecticut
$139K +$128K +14,539 New
NCM
63
NCM Capital Management
New Jersey
$138K -$5.29K -600 -4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$135K -$36.1K -4,099 -22%
CAM
65
Cresset Asset Management
Illinois
$129K – – –
AC
66
Almitas Capital
California
$127K +$118K +13,365 New
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$123K +$309 +35 +0.3%
HNB
68
Huntington National Bank
Ohio
$120K – – –
EC
69
Elequin Capital
New York
$117K +$108K +12,296 New
Walleye Capital
70
Walleye Capital
New York
$112K -$79K -8,962 -43%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$110K +$101K +11,508 New
SBIA
72
Sheaff Brock Investment Advisors
Indiana
$109K -$40.6K -4,600 -29%
MC
73
Moors & Cabot
Massachusetts
$104K +$5.2K +590 +6%
Nomura Holdings
74
Nomura Holdings
Japan
$101K +$93.6K +10,622 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$100K – – –
1 2
3
4 5

VKQ Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2023, worth a combined $178M — up 35% from $132M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VKQ positions and 11 closed out — a net gain of 24 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $9.28M. The largest seller was Karpus Investment Management, cutting an estimated $7.45M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2023, up from 75 in Q3 2023.
  • Funds reported $178M of Invesco Municipal Trust stock for Q4 2023, up 35% quarter-over-quarter.
  • 35 funds opened new Invesco Municipal Trust positions in Q4 2023 and 11 closed out, a net change of +24 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2023 was Fiera Capital (Canada), an estimated $9.28M added.
  • The largest Invesco Municipal Trust seller in Q4 2023 was Karpus Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q4 2023.