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Invesco Municipal Trust
VKQ

83 hedge funds and large institutions have $132M invested in Invesco Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $131M → $132M (+$1.5M)

0.35% less ownership

Funds ownership: 18.45% → 18.1% (-0.35%)

6% less funds holding

Funds holding: 88 → 83 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.61M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.19M
3
6M
6 Meridian
Kansas
+$750K
4
COLIM
City of London Investment Management
United Kingdom
+$584K
5
JWA
JFS Wealth Advisors
Pennsylvania
+$474K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.88M
2
RCM
Rivernorth Capital Management
Florida
-$2.24M
3
PPA
Parametric Portfolio Associates
Washington
-$1.7M
4
RCM
Robinson Capital Management
Michigan
-$799K
5
Invesco
Invesco
Georgia
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
76
Atlas Private Wealth Management
New York
$12K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$10.6K +$10.4K +800 New
SWM
78
Selective Wealth Management
Virginia
$10K – – –
BC
79
Bartlett & Co
Ohio
$9K – – –
BCWM
80
Bartlett & Co Wealth Management
Ohio
$8.76K – – –
APA
81
American Portfolios Advisors
New York
$5.28K – – –
JCM
82
Jacobi Capital Management
Pennsylvania
$2K – – –
PAM
83
Panagora Asset Management
Massachusetts
$2K +$195 +15 +13%
RCM
84
Robinson Capital Management
Michigan
– -$799K -62,451 Closed
MIG
85
Mariner Investment Group
New York
– -$586K -45,678 Closed
ACA
86
Ackerman Capital Advisors
Texas
– -$263K -20,552 Closed
Northern Trust
87
Northern Trust
Illinois
– -$2K -13,648 Closed
IFG
88
Independent Financial Group
California
– -$147K -11,486 Closed
CRC
89
Curi RMB Capital
Illinois
– -$141K -10,973 Closed
PWPS
90
Pinnacle Wealth Planning Services
Ohio
– -$24K -1,847 Closed
GI
91
Gradient Investments
Minnesota
– -$15K -1,234 Closed
FWM
92
FSA Wealth Management
Massachusetts
– -$11K -850 Closed
JIR
93
James Investment Research
Ohio
– -$8K -600 Closed
CB
94
Community Bank
New York
– -$6K -500 Closed
MIM
95
Merrion Investment Management
New Jersey
– -$5K -400 Closed
PFO
96
Pathstone Family Office
New Jersey
– -$2K -175 Closed
1 2 3
4

VKQ Hedge Fund Activity: Q1 2021 in Review

83 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2021, worth a combined $132M — up 1.1% from $131M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VKQ and 8 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 28 added.

The largest buyer was UBS Group, adding an estimated $1.61M. The largest seller was Sit Investment Associates, cutting an estimated $2.88M.

  • 83 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2021, down from 88 in Q4 2020.
  • Funds reported $132M of Invesco Municipal Trust stock for Q1 2021, up 1.1% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Trust positions in Q1 2021 and 13 closed out, a net change of -5 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2021 was UBS Group, an estimated $1.61M added.
  • The largest Invesco Municipal Trust seller in Q1 2021 was Sit Investment Associates, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2021.