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Invesco Municipal Trust

92 hedge funds and large institutions have $191M invested in Invesco Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $183M → $191M (+$8.38M)

0.6% more ownership

Funds ownership: 34.09%34.69% (+0.6%)

0% more funds holding

Funds holding: 9292 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$67.6K +$65.3K +6,792 New
TCM
77
Tradewinds Capital Management
Washington
$59.6K
BI
78
Bramshill Investments
Florida
$56K +$54K +5,620 New
SPIA
79
Steward Partners Investment Advisory
New York
$50.2K -$5.85K -609 -11%
CA
80
CoreCap Advisors
Michigan
$32.9K
BFEC
81
Benjamin F. Edwards & Company
Missouri
$28K -$308 -32 -1%
PTC
82
Private Trust Company
Ohio
$24.1K
UB
83
UMB Bank
Missouri
$23.5K -$11.7K -1,214 -34%
JP Morgan Chase
84
JP Morgan Chase
New York
$22.9K -$89.2K -9,279 -80%
CP
85
Camelot Portfolios
Ohio
$22K +$21.3K +2,212 New
CB
86
Community Bank
New York
$19.9K
PWMG
87
Prestige Wealth Management Group
New Jersey
$18.4K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$16.6K -$39.3K -4,086 -71%
POIA
89
Pin Oak Investment Advisors
Texas
$12K
RFS
90
Richardson Financial Services
Massachusetts
$5.93K
AF
91
Advisornet Financial
Minnesota
$4.98K
GRP
92
Global Retirement Partners
California
$3.08K +$2.97K +309 New
PCMC
93
Planning Capital Management Corporation
Pennsylvania
$2.02K
LCM
94
Landscape Capital Management
New Jersey
-$1.54M -158,458 Closed
MC
95
Matisse Capital
Oregon
-$944K -97,310 Closed
WAM
96
Wolverine Asset Management
Illinois
-$916K -94,407 Closed
STA
97
Summit Trail Advisors
New York
-$185K -19,088 Closed
BHPW
98
Beverly Hills Private Wealth
California
-$143K -14,713 Closed
ACGA
99
Atlanta Consulting Group Advisors
Georgia
-$136K -14,000 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
-$105K -12,550 Closed

VKQ Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2024, worth a combined $191M — up 4.6% from $183M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VKQ positions and 12 closed out — a net gain of 2 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.57M. The largest seller was Logan Stone Capital, cutting an estimated $4.28M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $191M of Invesco Municipal Trust stock for Q2 2024, up 4.6% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Trust positions in Q2 2024 and 12 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2024 was Saba Capital Management, an estimated $6.57M added.
  • The largest Invesco Municipal Trust seller in Q2 2024 was Logan Stone Capital, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2024.