We are live on ! Find out more
VKQ icon

Invesco Municipal Trust
VKQ

92 hedge funds and large institutions have $183M invested in Invesco Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $178M → $183M (+$4.62M)

0.32% more ownership

Funds ownership: 33.77% → 34.09% (+0.32%)

6% less funds holding

Funds holding: 98 → 92 (-6)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
30
Reduced
23
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$24M
2
KIM
Karpus Investment Management
New York
+$5.99M
3
LSC
Logan Stone Capital
Illinois
+$979K
4
RCM
Robinson Capital Management
Michigan
+$948K
5
MC
Matisse Capital
Oregon
+$928K

Top Sellers

1
BI
Bramshill Investments
Florida
-$25M
2
Morgan Stanley
Morgan Stanley
New York
-$5.73M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$281K
5
GWMR
GC Wealth Management RIA
Massachusetts
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
– -$151K -15,891 Closed
NCM
102
NCM Capital Management
New Jersey
– -$138K -14,476 Closed
RJFSA
103
Raymond James Financial Services Advisors
Florida
– -$135K -14,185 Closed
AC
104
Almitas Capital
California
– -$127K -13,365 Closed
WAP
105
Wealthcare Advisory Partners
Pennsylvania
– -$123K -12,932 Closed
EC
106
Elequin Capital
New York
– -$117K -12,296 Closed
Walleye Capital
107
Walleye Capital
New York
– -$112K -11,723 Closed
LNWWM
108
Laird Norton Wetherby Wealth Management
California
– -$110K -11,508 Closed
HighTower Advisors
109
HighTower Advisors
Illinois
– -$98K -10,200 Closed
ASN
110
Advisory Services Network
Georgia
– -$11.5K -1,208 Closed
LFA
111
Livelsberger Financial Advisory
Ohio
– -$5.27K -553 Closed
Comerica Bank
112
Comerica Bank
Texas
– -$4.97K -522 Closed
TCWA
113
Turtle Creek Wealth Advisors
Texas
– -$1.24K -130 Closed
1 2 3 4
5

VKQ Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2024, worth a combined $183M — up 2.6% from $178M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VKQ and 15 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 30 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $24M. The largest seller was Bramshill Investments, exiting entirely with an estimated $25M sold.

  • 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2024, down from 98 in Q4 2023.
  • Funds reported $183M of Invesco Municipal Trust stock for Q1 2024, up 2.6% quarter-over-quarter.
  • 15 funds opened new Invesco Municipal Trust positions in Q1 2024 and 20 closed out, a net change of -5 holders.
  • The largest Invesco Municipal Trust buyer in Q1 2024 was Saba Capital Management, an estimated $24M added.
  • The largest Invesco Municipal Trust seller in Q1 2024 was Bramshill Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2024.