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Invesco Municipal Trust

99 hedge funds and large institutions have $188M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

2.25% more ownership

Funds ownership: 32.29%34.54% (+2.2%)

2% more capital invested

Capital invested by funds: $183M → $188M (+$4.36M)

5% less funds holding

Funds holding: 10499 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
26
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$276K +$10 +1 +0%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$267K -$33.1K -3,304 -11%
Cohen & Steers
53
Cohen & Steers
New York
$245K
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$239K
RP
55
Riverbridge Partners
Minnesota
$236K -$40K -3,997 -14%
PM
56
Penbrook Management
New York
$196K
Lido Advisors
57
Lido Advisors
California
$196K
KWA
58
Kingswood Wealth Advisors
California
$193K +$197K +19,700 New
SQA
59
Simon Quick Advisors
New Jersey
$189K +$8.36K +834 +5%
Osaic Holdings
60
Osaic Holdings
Arizona
$186K +$74.9K +7,473 +65%
OCM
61
Orleans Capital Management
Louisiana
$177K
XT
62
XTX Topco
Cayman Islands
$176K +$180K +17,939 New
AWM
63
Avior Wealth Management
Nebraska
$173K -$20.6K -2,061 -10%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$170K -$21.9K -2,181 -11%
Nomura Holdings
65
Nomura Holdings
Japan
$166K +$170K +16,964 New
Goldman Sachs
66
Goldman Sachs
New York
$165K
TCM
67
Tradewinds Capital Management
Washington
$156K
CAM
68
Concorde Asset Management
Michigan
$155K +$158K +15,794 New
PCM
69
Permanent Capital Management
Illinois
$155K +$158K +15,770 New
IFWM
70
Institute for Wealth Management
Colorado
$151K
LCM
71
Landscape Capital Management
New Jersey
$150K +$153K +15,307 New
HighTower Advisors
72
HighTower Advisors
Illinois
$147K -$263K -26,222 -64%
CAM
73
Cresset Asset Management
Illinois
$132K
Cerity Partners
74
Cerity Partners
New York
$129K -$17.3K -1,726 -12%
HNB
75
Huntington National Bank
Ohio
$127K

VKQ Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2024, worth a combined $188M — up 2.4% from $183M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of VKQ and 16 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 35 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $22M. The largest seller was Saba Capital Management, exiting entirely with an estimated $25.2M sold.

  • 99 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2024, down from 104 in Q3 2024.
  • Funds reported $188M of Invesco Municipal Trust stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q4 2024 and 19 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $22M added.
  • The largest Invesco Municipal Trust seller in Q4 2024 was Saba Capital Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.