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Invesco Municipal Trust

90 hedge funds and large institutions have $117M invested in Invesco Municipal Trust in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

18% more funds holding

Funds holding: 7690 (+14)

1.06% more ownership

Funds ownership: 17.4%18.47% (+1.1%)

9% less capital invested

Capital invested by funds: $129M → $117M (-$12M)

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
23
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
CoreFirst Bank & Trust
Kansas
$25K
CB
77
Community Bank
New York
$23K
FAG
78
Fortitude Advisory Group
Washington
$22K
PWMG
79
Prestige Wealth Management Group
New Jersey
$21K
SPIA
80
Steward Partners Investment Advisory
New York
$21K +$21.5K +1,797 New
Bessemer Group
81
Bessemer Group
New Jersey
$14K +$14.4K +1,202 New
IA
82
IFP Advisors
Florida
$13K +$13.2K +1,102 New
AF
83
Advisornet Financial
Minnesota
$8K -$16K -1,340 -67%
BC
84
Bartlett & Co
Ohio
$8K +$7.93K +664 New
BCWM
85
Bartlett & Co Wealth Management
Ohio
$7.64K +$7.93K +664 New
US Bancorp
86
US Bancorp
Minnesota
$7K
APA
87
American Portfolios Advisors
New York
$4.6K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3K -$4.29K -359 -58%
Northern Trust
89
Northern Trust
Illinois
$3K +$354K +29,687 New
PIA
90
Powell Investment Advisors
Florida
-$674K -50,179 Closed
GG
91
Golden Green
South Carolina
-$471K -35,061 Closed
ARC
92
Advisor Resource Council
Texas
-$256K -19,028 Closed
SS
93
Sunbelt Securities
Texas
-$190K -15,864 Closed
KM
94
Kalos Management
Georgia
-$189K -14,231 Closed
CAN
95
Cetera Advisor Networks
California
-$162K -12,078 Closed
CA
96
CoreCap Advisors
Michigan
-$75K -5,554 Closed
S
97
SignatureFD
Georgia
-$17K -1,250 Closed
CA
98
Clearstead Advisors
Ohio
-$15K -1,100 Closed
CA
99
Centerpoint Advisors
Massachusetts
-$2K -148 Closed

VKQ Hedge Fund Activity: Q1 2022 in Review

90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2022, worth a combined $117M — down 9.3% from $129M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VKQ positions and 10 closed out — a net gain of 14 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.4M. The largest seller was Bramshill Investments, cutting an estimated $8.39M.

  • 90 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2022, up from 76 in Q4 2021.
  • Funds reported $117M of Invesco Municipal Trust stock for Q1 2022, down 9.3% quarter-over-quarter.
  • 24 funds opened new Invesco Municipal Trust positions in Q1 2022 and 10 closed out, a net change of +14 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $5.4M added.
  • The largest Invesco Municipal Trust seller in Q1 2022 was Bramshill Investments, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2022.