We are live on ! Find out more
VKQ icon

Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 98 → 98 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.08% less ownership

Funds ownership: 32.65% → 30.56% (-2.1%)

11% less capital invested

Capital invested by funds: $175M → $155M (-$19.8M)

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
33
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.2M
2
Stifel Financial
Stifel Financial
Missouri
+$843K
3
UBS Group
UBS Group
Switzerland
+$687K
4
Raymond James Financial
Raymond James Financial
Florida
+$658K
5
SG
StoneX Group
New York
+$502K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.93M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.1M
3
LPL Financial
LPL Financial
California
-$3.14M
4
KIM
Karpus Investment Management
New York
-$319K
5
WANY
Wealthspire Advisors (New York)
New York
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$288K – – –
RP
52
Riverbridge Partners
Minnesota
$279K +$14.3K +1,539 +5%
WFA
53
Wellspring Financial Advisors
Ohio
$261K – – –
PFS
54
Prospera Financial Services
Texas
$238K +$102K +11,000 +73%
Cohen & Steers
55
Cohen & Steers
New York
$229K – – –
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$226K +$229K +24,719 New
CFGSD
57
Compass Financial Group (South Dakota)
South Dakota
$223K – – –
HF
58
HRT Financial
New York
$188K +$191K +20,627 New
EC
59
Elequin Capital
New York
$178K +$118K +12,751 +190%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$174K +$1.13K +122 +0.6%
OCM
61
Orleans Capital Management
Louisiana
$163K – – –
Goldman Sachs
62
Goldman Sachs
New York
$154K – – –
TCM
63
Tradewinds Capital Management
Washington
$146K – – –
IFWM
64
Institute for Wealth Management
Colorado
$141K – – –
Osaic Holdings
65
Osaic Holdings
Arizona
$130K +$19K +2,051 +17%
SFS
66
Sowell Financial Services
Arkansas
$128K – – –
STA
67
Summit Trail Advisors
New York
$126K +$9.62K +1,039 +8%
CAM
68
Cresset Asset Management
Illinois
$124K – – –
Cerity Partners
69
Cerity Partners
New York
$120K – – –
HNB
70
Huntington National Bank
Ohio
$118K – – –
SA
71
Sanctuary Advisors
Indiana
$110K – – –
ACGA
72
Atlanta Consulting Group Advisors
Georgia
$110K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$106K +$15.1K +1,627 +16%
WANY
74
Wealthspire Advisors (New York)
New York
$105K -$304K -32,785 -74%
NCM
75
NCM Capital Management
New Jersey
$105K – – –
1 2
3
4 5

VKQ Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2025, worth a combined $155M — down 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.93M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $155M of Invesco Municipal Trust stock for Q2 2025, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2025 was Morgan Stanley, an estimated $1.2M added.
  • The largest Invesco Municipal Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.