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Invesco Municipal Trust

99 hedge funds and large institutions have $188M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

2.25% more ownership

Funds ownership: 32.29%34.54% (+2.2%)

2% more capital invested

Capital invested by funds: $183M → $188M (+$4.36M)

5% less funds holding

Funds holding: 10499 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
26
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
76
Summit Trail Advisors
New York
$121K -$1.57K -157 -1%
SA
77
Sanctuary Advisors
Indiana
$118K -$32.9K -3,280 -21%
ACGA
78
Atlanta Consulting Group Advisors
Georgia
$118K +$120K +12,000 New
First Trust Advisors
79
First Trust Advisors
Illinois
$118K +$12.2K +1,216 +11%
MC
80
Moors & Cabot
Massachusetts
$112K +$1.54K +154 +1%
BF
81
BOK Financial
Oklahoma
$111K
MNBTD
82
Moody National Bank Trust Division
Texas
$110K +$9.91K +989 +10%
LSC
83
Logan Stone Capital
Illinois
$109K -$2.19M -219,031 -95%
Financial Engines Advisors
84
Financial Engines Advisors
California
$108K +$9.51K +949 +9%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$70K -$1.32K -132 -2%
MCM
86
MAI Capital Management
Ohio
$50.1K +$51.2K +5,106 New
SPIA
87
Steward Partners Investment Advisory
New York
$49.4K
CB
88
Community Bank
New York
$39.2K
JP Morgan Chase
89
JP Morgan Chase
New York
$22.6K
PWMG
90
Prestige Wealth Management Group
New Jersey
$18.1K
FFO
91
Fortitude Family Office
Arizona
$11.3K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$10.8K -$5.63K -562 -34%
FWM
93
FSA Wealth Management
Massachusetts
$8.34K
FW
94
Fairway Wealth
Ohio
$7.85K +$8.02K +800 New
RFS
95
Richardson Financial Services
Massachusetts
$5.84K -$5.96K -595 -50%
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$5.56K -$62.4K -6,225 -92%
FFA
97
Frazier Financial Advisors
Ohio
$3.12K +$40 +4 +1%
CA
98
CoreCap Advisors
Michigan
$2.91K
TWC
99
TD Waterhouse Canada
Ontario, Canada
$1.23K +$1.25K +125 New
AssetMark Inc
100
AssetMark Inc
California
$6

VKQ Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2024, worth a combined $188M — up 2.4% from $183M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of VKQ and 16 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 35 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $22M. The largest seller was Saba Capital Management, exiting entirely with an estimated $25.2M sold.

  • 99 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2024, down from 104 in Q3 2024.
  • Funds reported $188M of Invesco Municipal Trust stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q4 2024 and 19 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $22M added.
  • The largest Invesco Municipal Trust seller in Q4 2024 was Saba Capital Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.