We are live on ! Find out more
VKQ icon

Invesco Municipal Trust

92 hedge funds and large institutions have $78.8M invested in Invesco Municipal Trust in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

6% more funds holding

Funds holding: 8792 (+5)

0.03% more ownership

Funds ownership: 12.11%12.14% (+0.03%)

2% less capital invested

Capital invested by funds: $80.5M → $78.8M (-$1.65M)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$27K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$24K +$24.5K +2,079 New
TC
78
Truvestments Capital
Florida
$23K +$23.6K +2,000 New
QCIG
79
Quad-Cities Investment Group
Iowa
$22K +$306 +26 +1%
HNB
80
Huntington National Bank
Ohio
$20K
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$18K
Citigroup
82
Citigroup
New York
$17K
GI
83
Gradient Investments
Minnesota
$14K
JIR
84
James Investment Research
Ohio
$12K
PO
85
Private Ocean
California
$9K
TFS
86
TrustCore Financial Services
Tennessee
$9K
SWM
87
Selective Wealth Management
Virginia
$9K +$8.73K +741 New
THWM
88
Taylor Hoffman Wealth Management
Virginia
$6K
RCAG
89
Rehmann Capital Advisory Group
Michigan
$5.32K
FHB
90
First Hawaiian Bank
Hawaii
$5K +$5.24K +445 New
SSB
91
Sandy Spring Bank
Maryland
$5K +$5.3K +450 New
APA
92
American Portfolios Advisors
New York
$4.62K -$23.5K -1,993 -83%
IA
93
IFP Advisors
Florida
$2K -$153K -12,951 -99%
Northern Trust
94
Northern Trust
Illinois
$1K
LCM
95
Laurion Capital Management
New York
-$2.29M -193,571 Closed
6M
96
6 Meridian
Kansas
-$867K -73,349 Closed
PAG
97
Private Advisor Group
New Jersey
-$202K -17,050 Closed
DA
98
Doliver Advisors
Texas
-$139K -11,793 Closed
EFS
99
Essex Financial Services
Connecticut
-$137K -11,600 Closed
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
-$136K -11,500 Closed

VKQ Hedge Fund Activity: Q3 2018 in Review

92 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2018, worth a combined $78.8M — down 2.1% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VKQ positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $7.36M. The largest seller was Robinson Capital Management, cutting an estimated $4.12M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2018, up from 87 in Q2 2018.
  • Funds reported $78.8M of Invesco Municipal Trust stock for Q3 2018, down 2.1% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Municipal Trust buyer in Q3 2018 was Bramshill Investments, an estimated $7.36M added.
  • The largest Invesco Municipal Trust seller in Q3 2018 was Robinson Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2018.