Invesco Municipal Trust
VKQ
92 hedge funds and large institutions have $191M invested in Invesco Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
5% more capital invested
Capital invested by funds: $183M → $191M (+$8.38M)
0.6% more ownership
Funds ownership: 34.09% → 34.69% (+0.6%)
0% more funds holding
Funds holding: 92 → 92 (0)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$6.57M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.46M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.6M |
| 4 |
MSL
Mackay Shields LLC
New York
|
+$1.19M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$4.28M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.39M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.86M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.54M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$985K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$116K | -11,919 | Closed |
|
|
SBIA
102
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| – | -$111K | -11,400 | Closed |
|
|
MWM
103
Modera Wealth Management
Westwood,
New Jersey
| – | -$97.7K | -10,068 | Closed |
|
|
FMP
104
Financial Management Professionals
Austin,
Texas
| – | -$49K | -5,000 | Closed |
|
105
AssetMark Inc
Concord,
California
| – | -$6 | -1 | Closed |
|
VKQ Hedge Fund Activity: Q2 2024 in Review
92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2024, worth a combined $191M — up 4.6% from $183M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VKQ positions and 12 closed out — a net gain of 2 holders — while 25 added to existing stakes and 27 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $6.57M. The largest seller was Logan Stone Capital, cutting an estimated $4.28M.
- 92 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $191M of Invesco Municipal Trust stock for Q2 2024, up 4.6% quarter-over-quarter.
- 14 funds opened new Invesco Municipal Trust positions in Q2 2024 and 12 closed out, a net change of +2 holders.
- The largest Invesco Municipal Trust buyer in Q2 2024 was Saba Capital Management, an estimated $6.57M added.
- The largest Invesco Municipal Trust seller in Q2 2024 was Logan Stone Capital, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2024.