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Invesco Municipal Trust
VKQ

80 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more capital invested

Capital invested by funds: $143M → $143M (+$524K)

0.16% more ownership

Funds ownership: 26.14% → 26.3% (+0.16%)

13% less funds holding

Funds holding: 92 → 80 (-12)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
80
Holders Change
-12
Holders Change %
-13.04%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.03M
2
SIA
Sit Investment Associates
Minnesota
+$1.11M
3
LPL Financial
LPL Financial
California
+$870K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$794K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$731K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$4.95M
2
Bank of America
Bank of America
North Carolina
-$940K
3
HighTower Advisors
HighTower Advisors
Illinois
-$672K
4
IWA
IBEX Wealth Advisors
New Jersey
-$661K
5
Invesco
Invesco
Georgia
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$7K – – –
BCWM
77
Bartlett & Co Wealth Management
Ohio
$6.58K – – –
AF
78
Allworth Financial
California
$4.96K – – –
NIC
79
Northwest Investment Counselors
Oregon
$4.75K – – –
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$939 +$38.2K +3,911 +4%
AssetMark Inc
81
AssetMark Inc
California
$6 – – –
IWA
82
IBEX Wealth Advisors
New Jersey
– -$661K -66,747 Closed
WAM
83
Weiss Asset Management
Massachusetts
– -$424K -42,836 Closed
FM
84
Family Management
New York
– -$270K -27,300 Closed
COLIM
85
City of London Investment Management
United Kingdom
– -$256K -25,803 Closed
WAP
86
Wealthcare Advisory Partners
Pennsylvania
– -$166K -16,809 Closed
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
– -$156K -15,708 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$131K -13,263 Closed
MC
89
Moors & Cabot
Massachusetts
– -$108K -10,888 Closed
Financial Engines Advisors
90
Financial Engines Advisors
California
– -$99.2K -10,024 Closed
RPCA
91
Running Point Capital Advisors
California
– -$99K -10,000 Closed
FA
92
Fiduciary Alliance
South Carolina
– -$16.8K -1,694 Closed
Bessemer Group
93
Bessemer Group
New Jersey
– -$14K -1,378 Closed
AAMA
94
Advanced Asset Management Advisors
Ohio
– -$8.91K -900 Closed
PWS
95
Paragon Wealth Strategies
Florida
– -$8.08K -816 Closed
CBT
96
CoreFirst Bank & Trust
Kansas
– -$1.98K -200 Closed
MCC
97
Money Concepts Capital
Florida
– -$1.09K -110 Closed
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VKQ Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2023, worth a combined $143M — up 0.37% from $143M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of VKQ and 6 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.03M. The largest seller was Guggenheim Capital, cutting an estimated $4.95M.

  • 80 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2023, down from 92 in Q4 2022.
  • Funds reported $143M of Invesco Municipal Trust stock for Q1 2023, up 0.37% quarter-over-quarter.
  • 6 funds opened new Invesco Municipal Trust positions in Q1 2023 and 16 closed out, a net change of -10 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2023 was Rivernorth Capital Management, an estimated $5.03M added.
  • The largest Invesco Municipal Trust seller in Q1 2023 was Guggenheim Capital, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2023.