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Invesco Municipal Trust
VKQ

70 hedge funds and large institutions have $82.4M invested in Invesco Municipal Trust in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

1% more capital invested

Capital invested by funds: $81.9M → $82.4M (+$476K)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.42% less ownership

Funds ownership: 12.17% → 11.75% (-0.42%)

1% less funds holding

Funds holding: 71 → 70 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$3.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$864K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$486K
4
ACS
Archford Capital Strategies
Illinois
+$396K
5
Ameriprise
Ameriprise
Minnesota
+$303K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$2.78M
2
Bank of America
Bank of America
North Carolina
-$1.4M
3
IWA
IBEX Wealth Advisors
New Jersey
-$1.23M
4
AAM
Advisors Asset Management
Colorado
-$954K
5
VKH
Virtu KCG Holdings
New York
-$597K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
76
Squarepoint
New York
– -$520K -42,400 Closed
TSS
77
Two Sigma Securities
New York
– -$148K -12,067 Closed
DOA
78
D'Orazio & Associates
Virginia
– -$4K -360 Closed
1 2 3
4

VKQ Hedge Fund Activity: Q1 2017 in Review

70 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2017, worth a combined $82.4M — up 0.58% from $81.9M a quarter earlier.

Fund positioning in VKQ was balanced in Q1 2017: 7 funds opened new positions, 7 closed out, 25 added to existing stakes and 16 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $3.43M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.78M.

  • 70 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $82.4M of Invesco Municipal Trust stock for Q1 2017, up 0.58% quarter-over-quarter.
  • 7 funds opened new Invesco Municipal Trust positions in Q1 2017 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2017 was Laurion Capital Management, an estimated $3.43M added.
  • The largest Invesco Municipal Trust seller in Q1 2017 was Rivernorth Capital Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2017.