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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 99 → 98 (-1)

1.9% less ownership

Funds ownership: 34.54% → 32.65% (-1.9%)

7% less capital invested

Capital invested by funds: $188M → $175M (-$13.1M)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.22M
2
LPL Financial
LPL Financial
California
+$1.02M
3
GC
Guggenheim Capital
Illinois
+$963K
4
Morgan Stanley
Morgan Stanley
New York
+$716K
5
AAM
Advisors Asset Management
Colorado
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$3.56M
2
KIM
Karpus Investment Management
New York
-$3.01M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.26M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.68M
5
SIA
Sit Investment Associates
Minnesota
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$271K – – –
CAM
52
Concorde Asset Management
Michigan
$244K +$99.7K +10,130 +64%
Cohen & Steers
53
Cohen & Steers
New York
$241K – – –
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$235K – – –
PM
55
Penbrook Management
New York
$193K – – –
SQA
56
Simon Quick Advisors
New Jersey
$193K +$6.51K +661 +3%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$182K +$15.9K +1,613 +9%
OCM
58
Orleans Capital Management
Louisiana
$172K – – –
Goldman Sachs
59
Goldman Sachs
New York
$162K – – –
AWM
60
Avior Wealth Management
Nebraska
$160K -$9.84K -1,000 -6%
Lido Advisors
61
Lido Advisors
California
$154K -$39.4K -4,000 -20%
TCM
62
Tradewinds Capital Management
Washington
$154K – – –
IFWM
63
Institute for Wealth Management
Colorado
$149K – – –
PFS
64
Prospera Financial Services
Texas
$145K +$148K +15,000 New
PAG
65
Private Advisor Group
New Jersey
$140K +$143K +14,530 New
PCM
66
Permanent Capital Management
Illinois
$138K -$14.2K -1,444 -9%
SFS
67
Sowell Financial Services
Arkansas
$135K +$138K +14,000 New
CAM
68
Cresset Asset Management
Illinois
$130K – – –
Cerity Partners
69
Cerity Partners
New York
$126K -$39 -4 -0%
HNB
70
Huntington National Bank
Ohio
$125K – – –
STA
71
Summit Trail Advisors
New York
$123K +$3.48K +354 +3%
Osaic Holdings
72
Osaic Holdings
Arizona
$117K -$66.6K -6,767 -36%
SA
73
Sanctuary Advisors
Indiana
$116K – – –
ACGA
74
Atlanta Consulting Group Advisors
Georgia
$116K – – –
MC
75
Moors & Cabot
Massachusetts
$112K +$1.56K +159 +1%
1 2
3
4 5

VKQ Hedge Fund Activity: Q1 2025 in Review

98 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2025, worth a combined $175M — down 7% from $188M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VKQ and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was UBS Group, adding an estimated $1.22M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.56M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2025, down from 99 in Q4 2024.
  • Funds reported $175M of Invesco Municipal Trust stock for Q1 2025, down 7% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Trust positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Trust buyer in Q1 2025 was UBS Group, an estimated $1.22M added.
  • The largest Invesco Municipal Trust seller in Q1 2025 was Rivernorth Capital Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2025.