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Invesco Municipal Trust
VKQ

71 hedge funds and large institutions have $70.5M invested in Invesco Municipal Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 68 → 71 (+3)

0% less capital invested

Capital invested by funds: $70.5M → $70.5M (-$68.9K)

0.1% less ownership

Funds ownership: 9.97% → 9.87% (-0.1%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$1.79M
2
LCM
Laurion Capital Management
New York
+$1.01M
3
RCM
Robinson Capital Management
Michigan
+$887K
4
VCM
Vivaldi Capital Management
Illinois
+$454K
5
Morgan Stanley
Morgan Stanley
New York
+$305K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.16M
2
AAM
Advisors Asset Management
Colorado
-$1.05M
3
AGA
Accuvest Global Advisors
Utah
-$1.02M
4
GC
Guggenheim Capital
Illinois
-$591K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
– -$169K -13,188 Closed
Millennium Management
77
Millennium Management
New York
– -$146K -11,342 Closed
Creative Planning
78
Creative Planning
Kansas
– -$61K -4,765 Closed
CFG
79
Citizens Financial Group
Rhode Island
– -$6K -493 Closed
1 2 3
4

VKQ Hedge Fund Activity: Q3 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2017, worth a combined $70.5M — down 0.1% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VKQ positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.79M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $2.16M sold.

  • 71 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $70.5M of Invesco Municipal Trust stock for Q3 2017, down 0.1% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Trust positions in Q3 2017 and 5 closed out, a net change of +3 holders.
  • The largest Invesco Municipal Trust buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $1.79M added.
  • The largest Invesco Municipal Trust seller in Q3 2017 was Fiera Capital (Canada), an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2017.