Invesco Municipal Trust
VKQ
85 hedge funds and large institutions have $114M invested in Invesco Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 13 closing their positions.
0.36% more ownership
Funds ownership: 17.37% → 17.72% (+0.36%)
4% less capital invested
Capital invested by funds: $119M → $114M (-$4.39M)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
4% less funds holding
Funds holding: 89 → 85 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$9.69M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.02M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$2.13M |
| 4 |
BB
Busey Bank
Urbana,
Illinois
|
+$743K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$4.08M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$4.01M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.93M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.18M |
VKQ Hedge Fund Activity: Q1 2020 in Review
85 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2020, worth a combined $114M — down 3.7% from $119M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of VKQ and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 24 added.
The largest buyer was Bramshill Investments, adding an estimated $9.69M. The largest seller was Mackay Shields LLC, cutting an estimated $4.08M.
- 85 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2020, down from 89 in Q4 2019.
- Funds reported $114M of Invesco Municipal Trust stock for Q1 2020, down 3.7% quarter-over-quarter.
- 12 funds opened new Invesco Municipal Trust positions in Q1 2020 and 13 closed out, a net change of -1 holder.
- The largest Invesco Municipal Trust buyer in Q1 2020 was Bramshill Investments, an estimated $9.69M added.
- The largest Invesco Municipal Trust seller in Q1 2020 was Mackay Shields LLC, an estimated $4.08M sold.
Based on aggregated 13F filings for Q1 2020.