Invesco Municipal Trust
VKQ
98 hedge funds and large institutions have $178M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
35% more capital invested
Capital invested by funds: $132M → $178M (+$46.2M)
31% more funds holding
Funds holding: 75 → 98 (+23)
5.16% more ownership
Funds ownership: 28.62% → 33.77% (+5.2%)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Top Buyers
Top Sellers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.45M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.15M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.57M |
| 5 |
Morgan Stanley
New York
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cohen & Steers
New York
| – | -$217K | -26,000 | Closed |
|
|
BHPW
102
Beverly Hills Private Wealth
Beverly Hills,
California
| – | -$121K | -14,561 | Closed |
|
|
BRWA
103
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$105K | -12,550 | Closed |
|
|
PAG
104
Private Advisor Group
Morristown,
New Jersey
| – | -$105K | -12,542 | Closed |
|
|
OC
105
Oppenheimer & Co
New York
| – | -$85.6K | -10,266 | Closed |
|
|
CWM
106
Compass Wealth Management
Guilford,
Connecticut
| – | -$64.4K | -7,721 | Closed |
|
107
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$59.5K | -7,129 | Closed |
|
108
JP Morgan Chase
New York
| – | -$7.55K | -905 | Closed |
|
|
NIC
109
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$4K | -479 | Closed |
|
|
GWM
110
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -120 | Closed |
|
VKQ Hedge Fund Activity: Q4 2023 in Review
98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2023, worth a combined $178M — up 35% from $132M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VKQ positions and 11 closed out — a net gain of 24 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $9.28M. The largest seller was Karpus Investment Management, cutting an estimated $7.45M.
- 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2023, up from 75 in Q3 2023.
- Funds reported $178M of Invesco Municipal Trust stock for Q4 2023, up 35% quarter-over-quarter.
- 35 funds opened new Invesco Municipal Trust positions in Q4 2023 and 11 closed out, a net change of +24 holders.
- The largest Invesco Municipal Trust buyer in Q4 2023 was Fiera Capital (Canada), an estimated $9.28M added.
- The largest Invesco Municipal Trust seller in Q4 2023 was Karpus Investment Management, an estimated $7.45M sold.
Based on aggregated 13F filings for Q4 2023.