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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $132M → $178M (+$46.2M)

31% more funds holding

Funds holding: 75 → 98 (+23)

5.16% more ownership

Funds ownership: 28.62% → 33.77% (+5.2%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
98
Holders Change
+23
Holders Change %
+30.67%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
23
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$9.28M
2
RCM
Rivernorth Capital Management
Florida
+$5.6M
3
BI
Bramshill Investments
Florida
+$4.02M
4
LSC
Logan Stone Capital
Illinois
+$3.74M
5
RCM
Robinson Capital Management
Michigan
+$1.96M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$7.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
-$2.15M
3
SIA
Sit Investment Associates
Minnesota
-$1.84M
4
UBS Group
UBS Group
Switzerland
-$1.57M
5
Morgan Stanley
Morgan Stanley
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
BB
76
Busey Bank
Illinois
$98.1K – – –
HA
77
Herold Advisors
New York
$98.1K +$90.7K +10,293 New
HighTower Advisors
78
HighTower Advisors
Illinois
$98K +$89.9K +10,200 New
MWM
79
Modera Wealth Management
New Jersey
$95.9K – – –
Financial Engines Advisors
80
Financial Engines Advisors
California
$95.5K +$88.4K +10,024 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$92.9K +$7.04K +799 +9%
JWA
82
JFS Wealth Advisors
Pennsylvania
$77.4K -$2.15M -244,153 -97%
TCM
83
Tradewinds Capital Management
Washington
$57.1K – – –
HCM
84
Highlander Capital Management
New Jersey
$55K – – –
UB
85
UMB Bank
Missouri
$44.4K +$41K +4,655 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$27K – – –
PTC
87
Private Trust Company
Ohio
$23.1K – – –
PWMG
88
Prestige Wealth Management Group
New Jersey
$17.6K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$14.8K – – –
BWM
90
Baystate Wealth Management
Massachusetts
$14.4K +$13.3K +1,511 New
ASN
91
Advisory Services Network
Georgia
$11.5K +$10.7K +1,208 New
POIA
92
Pin Oak Investment Advisors
Texas
$11K – – –
FWM
93
FSA Wealth Management
Massachusetts
$8K +$7.49K +850 New
LFA
94
Livelsberger Financial Advisory
Ohio
$5.27K +$4.88K +553 New
Comerica Bank
95
Comerica Bank
Texas
$4.97K +$379 +43 +9%
AF
96
Advisornet Financial
Minnesota
$4.76K -$2.91K -330 -40%
PCMC
97
Planning Capital Management Corporation
Pennsylvania
$1.94K +$1.79K +203 New
TCWA
98
Turtle Creek Wealth Advisors
Texas
$1.24K +$1.15K +130 New
AssetMark Inc
99
AssetMark Inc
California
$6 – – –
MFG
100
Merit Financial Group
Georgia
– -$251K -30,117 Closed
1 2 3
4
5

VKQ Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2023, worth a combined $178M — up 35% from $132M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VKQ positions and 11 closed out — a net gain of 24 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $9.28M. The largest seller was Karpus Investment Management, cutting an estimated $7.45M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2023, up from 75 in Q3 2023.
  • Funds reported $178M of Invesco Municipal Trust stock for Q4 2023, up 35% quarter-over-quarter.
  • 35 funds opened new Invesco Municipal Trust positions in Q4 2023 and 11 closed out, a net change of +24 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2023 was Fiera Capital (Canada), an estimated $9.28M added.
  • The largest Invesco Municipal Trust seller in Q4 2023 was Karpus Investment Management, an estimated $7.45M sold.

Based on aggregated 13F filings for Q4 2023.