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Invesco Municipal Trust
VKQ

99 hedge funds and large institutions have $188M invested in Invesco Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

2.25% more ownership

Funds ownership: 32.29% → 34.54% (+2.2%)

2% more capital invested

Capital invested by funds: $183M → $188M (+$4.36M)

5% less funds holding

Funds holding: 104 → 99 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$22M
2
KIM
Karpus Investment Management
New York
+$3.48M
3
LPL Financial
LPL Financial
California
+$3.29M
4
RCM
Robinson Capital Management
Michigan
+$3.05M
5
GC
Guggenheim Capital
Illinois
+$1.97M

Top Sellers

1
SCM
Saba Capital Management
New York
-$25.2M
2
LSC
Logan Stone Capital
Illinois
-$2.19M
3
AA
AQR Arbitrage
Connecticut
-$1.74M
4
SIA
Sit Investment Associates
Minnesota
-$583K
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Saba Capital Management
New York
– -$25.2M -2,456,292 Closed
AA
102
AQR Arbitrage
Connecticut
– -$1.74M -169,571 Closed
Jones Financial Companies
103
Jones Financial Companies
Missouri
– -$348K -33,975 Closed
NMC
104
Nine Masts Capital
Hong Kong
– -$293K -28,564 Closed
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
– -$160K -15,546 Closed
ACA
106
Ackerman Capital Advisors
Texas
– -$137K -13,325 Closed
NCM
107
NCM Capital Management
New Jersey
– -$118K -11,476 Closed
PAG
108
Private Advisor Group
New Jersey
– -$108K -10,530 Closed
BB
109
Busey Bank
Illinois
– -$106K -10,297 Closed
HA
110
Herold Advisors
New York
– -$106K -10,293 Closed
PTC
111
Private Trust Company
Ohio
– -$24.9K -2,424 Closed
UB
112
UMB Bank
Missouri
– -$24.2K -2,361 Closed
MFC
113
Mechanics Financial Corp
Ohio
– -$18.1K -1,766 Closed
POIA
114
Pin Oak Investment Advisors
Texas
– -$12K -1,189 Closed
Bessemer Group
115
Bessemer Group
New Jersey
– -$10K -1,008 Closed
WAM
116
Wolverine Asset Management
Illinois
– -$7.22K -704 Closed
LFA
117
Livelsberger Financial Advisory
Ohio
– -$5.67K -553 Closed
AF
118
Advisornet Financial
Minnesota
– -$5.13K -500 Closed
GRP
119
Global Retirement Partners
California
– -$3.17K -309 Closed
1 2 3 4
5

VKQ Hedge Fund Activity: Q4 2024 in Review

99 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2024, worth a combined $188M — up 2.4% from $183M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of VKQ and 16 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 35 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $22M. The largest seller was Saba Capital Management, exiting entirely with an estimated $25.2M sold.

  • 99 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2024, down from 104 in Q3 2024.
  • Funds reported $188M of Invesco Municipal Trust stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Trust positions in Q4 2024 and 19 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $22M added.
  • The largest Invesco Municipal Trust seller in Q4 2024 was Saba Capital Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.