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Invesco Municipal Trust

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 9898 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.08% less ownership

Funds ownership: 32.65%30.56% (-2.1%)

11% less capital invested

Capital invested by funds: $175M → $155M (-$19.8M)

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$104K -$944 -102 -0.9%
MNBTD
77
Moody National Bank Trust Division
Texas
$103K
KAS
78
Kestra Advisory Services
Texas
$102K +$104K +11,190 New
Financial Engines Advisors
79
Financial Engines Advisors
California
$100K
AC
80
AlphaCore Capital
California
$98.2K +$2K +216 +2%
MC
81
Moors & Cabot
Massachusetts
$93.9K -$12.2K -1,318 -11%
WAM
82
Wolverine Asset Management
Illinois
$80.4K +$81.4K +8,787 New
MCM
83
MAI Capital Management
Ohio
$46.7K
TCOT
84
Trust Company of Toledo
Ohio
$37.7K +$38.1K +4,119 New
CB
85
Community Bank
New York
$36.6K
PTC
86
Private Trust Company
Ohio
$23.2K
JP Morgan Chase
87
JP Morgan Chase
New York
$21.1K
PWMG
88
Prestige Wealth Management Group
New Jersey
$16.9K
POIA
89
Pin Oak Investment Advisors
Texas
$11K +$11K +1,189 New
FFO
90
Fortitude Family Office
Arizona
$10.6K
FWM
91
FSA Wealth Management
Massachusetts
$7.78K
SWM
92
Spire Wealth Management
Virginia
$7.32K
GWM
93
Geneos Wealth Management
Colorado
$6.29K +$6.36K +687 New
RFS
94
Richardson Financial Services
Massachusetts
$5.44K
LFA
95
Livelsberger Financial Advisory
Ohio
$5.06K +$5.12K +553 New
CA
96
CoreCap Advisors
Michigan
$2.72K
WA
97
WPG Advisers
Maryland
$522 +$528 +57 New
Comerica Bank
98
Comerica Bank
Texas
$80 +$83 +9 New
AssetMark Inc
99
AssetMark Inc
California
$5
SQA
100
Simon Quick Advisors
New Jersey
-$193K -19,972 Closed

VKQ Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2025, worth a combined $155M — down 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.93M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $155M of Invesco Municipal Trust stock for Q2 2025, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2025 was Morgan Stanley, an estimated $1.2M added.
  • The largest Invesco Municipal Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.