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Invesco Municipal Trust
VKQ

92 hedge funds and large institutions have $191M invested in Invesco Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $183M → $191M (+$8.38M)

0.6% more ownership

Funds ownership: 34.09% → 34.69% (+0.6%)

0% more funds holding

Funds holding: 92 → 92 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$6.57M
2
SIA
Sit Investment Associates
Minnesota
+$6.46M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.6M
4
MSL
Mackay Shields LLC
New York
+$1.19M
5
SWA
Stratos Wealth Advisors
Ohio
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$4.28M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.39M
3
GC
Guggenheim Capital
Illinois
-$1.86M
4
LCM
Landscape Capital Management
New Jersey
-$1.54M
5
AA
AQR Arbitrage
Connecticut
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
51
Compass Financial Group (South Dakota)
South Dakota
$243K – – –
Nomura Holdings
52
Nomura Holdings
Japan
$201K +$48.1K +5,000 +33%
PM
53
Penbrook Management
New York
$199K – – –
BF
54
BOK Financial
Oklahoma
$189K – – –
SQA
55
Simon Quick Advisors
New Jersey
$174K -$80.1K -8,332 -32%
Osaic Holdings
56
Osaic Holdings
Arizona
$172K -$407K -42,377 -71%
Goldman Sachs
57
Goldman Sachs
New York
$168K – – –
AWM
58
Avior Wealth Management
Nebraska
$164K +$18.3K +1,909 +13%
IFWM
59
Institute for Wealth Management
Colorado
$153K – – –
RZH
60
Relyea Zuckerberg Hanson
Connecticut
$145K – – –
SA
61
Sanctuary Advisors
Indiana
$142K +$147K +15,286 New
CAM
62
Cresset Asset Management
Illinois
$134K – – –
PCM
63
Permanent Capital Management
Illinois
$131K +$138K +14,352 New
Stifel Financial
64
Stifel Financial
Missouri
$131K – – –
Lido Advisors
65
Lido Advisors
California
$128K +$124K +12,886 New
HNB
66
Huntington National Bank
Ohio
$125K – – –
NCM
67
NCM Capital Management
New Jersey
$114K +$110K +11,476 New
MC
68
Moors & Cabot
Massachusetts
$111K +$1.1K +114 +1%
BB
69
Busey Bank
Illinois
$103K – – –
HA
70
Herold Advisors
New York
$103K – – –
MNBTD
71
Moody National Bank Trust Division
Texas
$102K -$50K -5,206 -34%
Financial Engines Advisors
72
Financial Engines Advisors
California
$99.8K – – –
JWA
73
JFS Wealth Advisors
Pennsylvania
$83.3K +$1.15K +120 +1%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$74.6K -$32.7K -3,400 -31%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
1 2
3
4 5

VKQ Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2024, worth a combined $191M — up 4.6% from $183M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VKQ positions and 12 closed out — a net gain of 2 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.57M. The largest seller was Logan Stone Capital, cutting an estimated $4.28M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $191M of Invesco Municipal Trust stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Trust positions in Q2 2024 and 12 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2024 was Saba Capital Management, an estimated $6.57M added.
  • The largest Invesco Municipal Trust seller in Q2 2024 was Logan Stone Capital, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2024.