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Invesco Municipal Trust
VKQ

87 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 86 → 87 (+1)

4% more capital invested

Capital invested by funds: $114M → $119M (+$5.04M)

0.4% more ownership

Funds ownership: 17.58% → 17.98% (+0.4%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$5.23M
2
Invesco
Invesco
Georgia
+$514K
3
JWA
JFS Wealth Advisors
Pennsylvania
+$449K
4
GC
Guggenheim Capital
Illinois
+$406K
5
OFG
OTA Financial Group
New York
+$328K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.46M
2
SIA
Sit Investment Associates
Minnesota
-$894K
3
RCM
Rivernorth Capital Management
Florida
-$796K
4
AA
AQR Arbitrage
Connecticut
-$604K
5
UBS Group
UBS Group
Switzerland
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
76
Atlas Private Wealth Management
New York
$11K – – –
SWM
77
Selective Wealth Management
Virginia
$9K – – –
PFS
78
Prospera Financial Services
Texas
$8K -$136K -11,101 -94%
BC
79
Bartlett & Co
Ohio
$8K – – –
PAM
80
Panagora Asset Management
Massachusetts
$8K – – –
BCWM
81
Bartlett & Co Wealth Management
Ohio
$7.97K – – –
US Bancorp
82
US Bancorp
Minnesota
$7K +$86 +7 +1%
CB
83
Community Bank
New York
$6K +$6.14K +500 New
APA
84
American Portfolios Advisors
New York
$4.8K – – –
PFO
85
Pathstone Family Office
New Jersey
$2K -$2.15K -175 -50%
JCM
86
Jacobi Capital Management
Pennsylvania
$2K – – –
Northern Trust
87
Northern Trust
Illinois
$2K +$344 +28 +0.2%
KIM
88
Karpus Investment Management
New York
– -$1.46M -124,233 Closed
AA
89
AQR Arbitrage
Connecticut
– -$604K -51,364 Closed
UCFA
90
United Capital Financial Advisors
Texas
– -$561K -47,720 Closed
VCM
91
Vivaldi Capital Management
Illinois
– -$427K -34,006 Closed
OC
92
Oppenheimer & Co
New York
– -$122K -10,344 Closed
PAG
93
Private Advisor Group
New Jersey
– -$53K -4,542 Closed
FWM
94
FSA Wealth Management
Massachusetts
– -$10K -850 Closed
THWM
95
Taylor Hoffman Wealth Management
Virginia
– -$6K -500 Closed
1 2 3
4

VKQ Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2020, worth a combined $119M — up 4.4% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VKQ positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 20 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $5.23M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.46M sold.

  • 87 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $119M of Invesco Municipal Trust stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Trust positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Trust buyer in Q3 2020 was Bramshill Investments, an estimated $5.23M added.
  • The largest Invesco Municipal Trust seller in Q3 2020 was Karpus Investment Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2020.