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Invesco Municipal Trust
VKQ

104 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

13% more funds holding

Funds holding: 92 → 104 (+12)

4% less capital invested

Capital invested by funds: $191M → $183M (-$7.92M)

2.4% less ownership

Funds ownership: 34.69% → 32.29% (-2.4%)

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$2.31M
2
MSL
Mackay Shields LLC
New York
+$2.11M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.89M
4
Morgan Stanley
Morgan Stanley
New York
+$1.61M
5
JWA
JFS Wealth Advisors
Pennsylvania
+$1.37M

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.5M
2
SIA
Sit Investment Associates
Minnesota
-$7.31M
3
KIM
Karpus Investment Management
New York
-$5.32M
4
LPL Financial
LPL Financial
California
-$2.21M
5
AA
AQR Arbitrage
Connecticut
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$111K +$109K +10,779 New
PAG
77
Private Advisor Group
New Jersey
$108K +$106K +10,530 New
BB
78
Busey Bank
Illinois
$106K – – –
HA
79
Herold Advisors
New York
$106K – – –
MNBTD
80
Moody National Bank Trust Division
Texas
$105K – – –
Financial Engines Advisors
81
Financial Engines Advisors
California
$103K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$76.9K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$74K +$1.33K +132 +2%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$69.7K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$51.7K – – –
CB
86
Community Bank
New York
$41K +$20.2K +2,000 +100%
PTC
87
Private Trust Company
Ohio
$24.9K – – –
UB
88
UMB Bank
Missouri
$24.2K – – –
JP Morgan Chase
89
JP Morgan Chase
New York
$23.6K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$18.9K – – –
MFC
91
Mechanics Financial Corp
Ohio
$18.1K +$17.8K +1,766 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$17.1K – – –
RFS
93
Richardson Financial Services
Massachusetts
$12K +$6.01K +595 +100%
POIA
94
Pin Oak Investment Advisors
Texas
$12K – – –
FFO
95
Fortitude Family Office
Arizona
$11.9K +$11.7K +1,156 New
Bessemer Group
96
Bessemer Group
New Jersey
$10K +$10.2K +1,008 New
FWM
97
FSA Wealth Management
Massachusetts
$8.72K +$8.59K +850 New
WAM
98
Wolverine Asset Management
Illinois
$7.22K +$7.11K +704 New
LFA
99
Livelsberger Financial Advisory
Ohio
$5.67K +$5.59K +553 New
AF
100
Advisornet Financial
Minnesota
$5.13K – – –
1 2 3
4
5

VKQ Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2024, worth a combined $183M — down 4.1% from $191M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VKQ positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $2.31M. The largest seller was Saba Capital Management, cutting an estimated $7.5M.

  • 104 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $183M of Invesco Municipal Trust stock for Q3 2024, down 4.1% quarter-over-quarter.
  • 20 funds opened new Invesco Municipal Trust positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest Invesco Municipal Trust buyer in Q3 2024 was Robinson Capital Management, an estimated $2.31M added.
  • The largest Invesco Municipal Trust seller in Q3 2024 was Saba Capital Management, an estimated $7.5M sold.

Based on aggregated 13F filings for Q3 2024.