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Invesco Municipal Trust

86 hedge funds and large institutions have $70.7M invested in Invesco Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

21% more funds holding

Funds holding: 7186 (+15)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more capital invested

Capital invested by funds: $70.5M → $70.7M (+$202K)

0.25% more ownership

Funds ownership: 9.87%10.12% (+0.25%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+15
Holders Change %
+21.13%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
20
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evercore Wealth Management
New York
$25K +$25K +2,000 New
HNB
77
Huntington National Bank
Ohio
$21K
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$20K
Citigroup
79
Citigroup
New York
$19K
CA
80
Calton & Associates
Florida
$18K +$18.7K +1,500 New
APA
81
American Portfolios Advisors
New York
$14.3K +$14.2K +1,140 New
IWM
82
IHT Wealth Management
Illinois
$13K
JIR
83
James Investment Research
Ohio
$13K
AG
84
Advisor Group
Arizona
$12K +$8.62K +690 +230%
TFS
85
TrustCore Financial Services
Tennessee
$10K +$9.67K +774 New
THWM
86
Taylor Hoffman Wealth Management
Virginia
$6K +$6.25K +500 New
FFC
87
First Financial Corp
Indiana
$3K
Northern Trust
88
Northern Trust
Illinois
$1K
IWA
89
IBEX Wealth Advisors
New Jersey
-$1.32M -104,050 Closed
LCM
90
Laurion Capital Management
New York
-$1M -78,330 Closed
RIA
91
Regal Investment Advisors
Michigan
-$315K -24,669 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$198K -15,527 Closed
ICOA
93
Investment Centers of America
North Dakota
-$158K -12,419 Closed
MCIA
94
Mountain Capital Investment Advisors
Colorado
-$55K -4,292 Closed
AIM
95
Advantage Investment Management
Iowa
-$15K -1,137 Closed
SPIA
96
Steward Partners Investment Advisory
New York
-$3K -313 Closed

VKQ Hedge Fund Activity: Q4 2017 in Review

86 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2017, worth a combined $70.7M — up 0.29% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VKQ positions and 8 closed out — a net gain of 15 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.79M. The largest seller was Guggenheim Capital, cutting an estimated $2.79M.

  • 86 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2017, up from 71 in Q3 2017.
  • Funds reported $70.7M of Invesco Municipal Trust stock for Q4 2017, up 0.29% quarter-over-quarter.
  • 23 funds opened new Invesco Municipal Trust positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2017 was Robinson Capital Management, an estimated $1.79M added.
  • The largest Invesco Municipal Trust seller in Q4 2017 was Guggenheim Capital, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2017.