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Invesco Municipal Trust
VKQ

87 hedge funds and large institutions have $80.5M invested in Invesco Municipal Trust in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $73.3M → $80.5M (+$7.17M)

2% more funds holding

Funds holding: 85 → 87 (+2)

0.88% more ownership

Funds ownership: 11.22% → 12.11% (+0.88%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$2.27M
2
UBS Group
UBS Group
Switzerland
+$1.88M
3
PPA
Parametric Portfolio Associates
Washington
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$1.08M
5
KIM
Karpus Investment Management
New York
+$626K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.74M
2
Wells Fargo
Wells Fargo
California
-$647K
3
LPL Financial
LPL Financial
California
-$477K
4
LCM
Landscape Capital Management
New Jersey
-$341K
5
CRC
Curi RMB Capital
Illinois
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
76
Macroview Investment Management
Maryland
$25K +$24.9K +2,116 New
QCIG
77
Quad-Cities Investment Group
Iowa
$22K +$21.7K +1,845 New
HNB
78
Huntington National Bank
Ohio
$20K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$19K – – –
Citigroup
80
Citigroup
New York
$18K – – –
GI
81
Gradient Investments
Minnesota
$15K – – –
AG
82
Advisor Group
Arizona
$12K – – –
JIR
83
James Investment Research
Ohio
$12K – – –
RFC
84
Regions Financial Corp
Alabama
$12K – – –
PO
85
Private Ocean
California
$9K – – –
TFS
86
TrustCore Financial Services
Tennessee
$9K – – –
THWM
87
Taylor Hoffman Wealth Management
Virginia
$6K – – –
RCAG
88
Rehmann Capital Advisory Group
Michigan
$5.45K – – –
Northern Trust
89
Northern Trust
Illinois
$1K – – –
CRC
90
Curi RMB Capital
Illinois
– -$235K -20,104 Closed
DWM
91
Dakota Wealth Management
Florida
– -$150K -12,800 Closed
WAM
92
Weiss Asset Management
Massachusetts
– -$148K -12,658 Closed
Millennium Management
93
Millennium Management
New York
– -$147K -12,599 Closed
SWP
94
Stratos Wealth Partners
Ohio
– -$68K -5,823 Closed
ACS
95
Archford Capital Strategies
Illinois
– -$18K -1,478 Closed
IWM
96
IHT Wealth Management
Illinois
– -$12K -998 Closed
ML
97
McAdam LLC
Pennsylvania
– -$2K -141 Closed
1 2 3
4

VKQ Hedge Fund Activity: Q2 2018 in Review

87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2018, worth a combined $80.5M — up 9.8% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VKQ positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.27M. The largest seller was Advisors Asset Management, cutting an estimated $1.74M.

  • 87 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2018, up from 85 in Q1 2018.
  • Funds reported $80.5M of Invesco Municipal Trust stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Trust positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $2.27M added.
  • The largest Invesco Municipal Trust seller in Q2 2018 was Advisors Asset Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2018.