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Invesco Municipal Trust
VKQ

92 hedge funds and large institutions have $143M invested in Invesco Municipal Trust in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $117M → $143M (+$25.6M)

3% more funds holding

Funds holding: 89 → 92 (+3)

2.95% more ownership

Funds ownership: 23.18% → 26.14% (+3%)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$22.3M
2
SIA
Sit Investment Associates
Minnesota
+$3.23M
3
Morgan Stanley
Morgan Stanley
New York
+$2.4M
4
RCM
Robinson Capital Management
Michigan
+$1,000K
5
LSC
Logan Stone Capital
Illinois
+$848K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$15M
2
GC
Guggenheim Capital
Illinois
-$1.06M
3
UBS Group
UBS Group
Switzerland
-$1M
4
Wells Fargo
Wells Fargo
California
-$443K
5
WAM
Wolverine Asset Management
Illinois
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
– -$24K -2,581 Closed
CB
102
Community Bank
New York
– -$18K -2,000 Closed
IA
103
IFP Advisors
Florida
– -$13K -1,102 Closed
1 2 3 4
5

VKQ Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2022, worth a combined $143M — up 22% from $117M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VKQ positions and 10 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $22.3M. The largest seller was Rivernorth Capital Management, cutting an estimated $15M.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $143M of Invesco Municipal Trust stock for Q4 2022, up 22% quarter-over-quarter.
  • 15 funds opened new Invesco Municipal Trust positions in Q4 2022 and 10 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $22.3M added.
  • The largest Invesco Municipal Trust seller in Q4 2022 was Rivernorth Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2022.