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Invesco Municipal Trust
VKQ

93 hedge funds and large institutions have $120M invested in Invesco Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

3% more funds holding

Funds holding: 90 → 93 (+3)

2.95% more ownership

Funds ownership: 18.47% → 21.42% (+3%)

3% more capital invested

Capital invested by funds: $117M → $120M (+$3.16M)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.36M
2
BI
Bramshill Investments
Florida
+$6.23M
3
RCM
Rivernorth Capital Management
Florida
+$6.03M
4
Morgan Stanley
Morgan Stanley
New York
+$3.83M
5
BlackRock
BlackRock
New York
+$2.54M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.39M
2
Ameriprise
Ameriprise
Minnesota
-$1.31M
3
GC
Guggenheim Capital
Illinois
-$1.27M
4
Wells Fargo
Wells Fargo
California
-$811K
5
VanEck Associates
VanEck Associates
New York
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
76
Horan Securities
United States
$26K – – –
PTC
77
Private Trust Company
Ohio
$25K +$25.2K +2,424 New
POIA
78
Pin Oak Investment Advisors
Texas
$24K -$10 -1 -0%
CB
79
Community Bank
New York
$20K – – –
PWMG
80
Prestige Wealth Management Group
New Jersey
$19K – – –
SWM
81
SeaCrest Wealth Management
New York
$18K +$18K +1,728 New
SPIA
82
Steward Partners Investment Advisory
New York
$16K -$2.56K -246 -14%
AF
83
Advisornet Financial
Minnesota
$15K +$8.62K +830 +126%
IA
84
IFP Advisors
Florida
$13K – – –
Bessemer Group
85
Bessemer Group
New Jersey
$12K +$104 +10 +0.8%
BC
86
Bartlett & Co
Ohio
$7K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$6.74K – – –
APA
88
American Portfolios Advisors
New York
$4.06K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.13K +397 New
CBT
90
CoreFirst Bank & Trust
Kansas
$2K -$20.8K -2,000 -91%
Citigroup
91
Citigroup
New York
$1K +$1.04K +100 New
BRWM
92
B. Riley Wealth Management
Tennessee
$121 -$58K -5,585 -32%
Northern Trust
93
Northern Trust
Illinois
– -$3K -29,687 Closed
PFS
94
Prospera Financial Services
Texas
– -$324K -28,141 Closed
DWM
95
Doyle Wealth Management
Florida
– -$212K -18,397 Closed
XF
96
XML Financial
Maryland
– -$190K -16,477 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
– -$169K -14,682 Closed
DADC
98
D.A. Davidson & Co
Montana
– -$167K -14,509 Closed
LSC
99
Logan Stone Capital
Illinois
– -$151K -13,144 Closed
AFG
100
Albion Financial Group
Utah
– -$115K -10,000 Closed
1 2 3
4
5

VKQ Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2022, worth a combined $120M — up 2.7% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VKQ positions and 11 closed out — a net gain of 5 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $7.36M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.39M.

  • 93 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2022, up from 90 in Q1 2022.
  • Funds reported $120M of Invesco Municipal Trust stock for Q2 2022, up 2.7% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q2 2022 and 11 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2022 was Karpus Investment Management, an estimated $7.36M added.
  • The largest Invesco Municipal Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2022.