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Invesco Municipal Trust
VKQ

98 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 99 → 98 (-1)

1.9% less ownership

Funds ownership: 34.54% → 32.65% (-1.9%)

7% less capital invested

Capital invested by funds: $188M → $175M (-$13.1M)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.22M
2
LPL Financial
LPL Financial
California
+$1.02M
3
GC
Guggenheim Capital
Illinois
+$963K
4
Morgan Stanley
Morgan Stanley
New York
+$716K
5
AAM
Advisors Asset Management
Colorado
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$3.56M
2
KIM
Karpus Investment Management
New York
-$3.01M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.26M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.68M
5
SIA
Sit Investment Associates
Minnesota
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
76
NCM Capital Management
New Jersey
$111K +$113K +11,476 New
First Trust Advisors
77
First Trust Advisors
Illinois
$110K -$5.67K -576 -5%
MNBTD
78
Moody National Bank Trust Division
Texas
$109K – – –
Financial Engines Advisors
79
Financial Engines Advisors
California
$106K – – –
AC
80
AlphaCore Capital
California
$101K +$103K +10,514 New
HighTower Advisors
81
HighTower Advisors
Illinois
$96.5K -$49.2K -5,000 -33%
EC
82
Elequin Capital
New York
$64.7K +$66K +6,709 New
MCM
83
MAI Capital Management
Ohio
$49.3K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$48.6K – – –
BF
85
BOK Financial
Oklahoma
$38.6K -$73.8K -7,500 -65%
CB
86
Community Bank
New York
$38.6K – – –
US Bancorp
87
US Bancorp
Minnesota
$26.1K +$26.6K +2,700 New
PTC
88
Private Trust Company
Ohio
$24.5K +$25K +2,536 New
JP Morgan Chase
89
JP Morgan Chase
New York
$22.2K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$17.8K – – –
Jones Financial Companies
91
Jones Financial Companies
Missouri
$12.4K +$12.6K +1,285 New
FFO
92
Fortitude Family Office
Arizona
$11.2K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$10.6K – – –
FWM
94
FSA Wealth Management
Massachusetts
$8.2K – – –
SWM
95
Spire Wealth Management
Virginia
$7.72K +$7.88K +800 New
RFS
96
Richardson Financial Services
Massachusetts
$5.74K – – –
CA
97
CoreCap Advisors
Michigan
$2.87K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1K -$68.6K -6,969 -98%
AssetMark Inc
99
AssetMark Inc
California
$6 – – –
IAA
100
Independent Advisor Alliance
North Carolina
– -$762K -77,702 Closed
1 2 3
4
5

VKQ Hedge Fund Activity: Q1 2025 in Review

98 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2025, worth a combined $175M — down 7% from $188M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VKQ and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.

The largest buyer was UBS Group, adding an estimated $1.22M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.56M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2025, down from 99 in Q4 2024.
  • Funds reported $175M of Invesco Municipal Trust stock for Q1 2025, down 7% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Trust positions in Q1 2025 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Trust buyer in Q1 2025 was UBS Group, an estimated $1.22M added.
  • The largest Invesco Municipal Trust seller in Q1 2025 was Rivernorth Capital Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2025.