Invesco Municipal Trust
VKQ
98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
0% more funds holding
Funds holding: 98 → 98 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.08% less ownership
Funds ownership: 32.65% → 30.56% (-2.1%)
11% less capital invested
Capital invested by funds: $175M → $155M (-$19.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$843K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$687K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$658K |
| 5 |
SG
StoneX Group
New York
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.93M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$5.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.14M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$319K |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
Avior Wealth Management
Omaha,
Nebraska
| – | -$160K | -16,586 | Closed |
|
102
Lido Advisors
Los Angeles,
California
| – | -$154K | -15,975 | Closed |
|
|
PAG
103
Private Advisor Group
Morristown,
New Jersey
| – | -$140K | -14,530 | Closed |
|
|
BF
104
BOK Financial
Tulsa,
Oklahoma
| – | -$38.6K | -4,000 | Closed |
|
105
US Bancorp
Minneapolis,
Minnesota
| – | -$26.1K | -2,700 | Closed |
|
106
Jones Financial Companies
Des Peres,
Missouri
| – | -$12.4K | -1,285 | Closed |
|
107
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.6K | -1,103 | Closed |
|
108
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -136 | Closed |
|
VKQ Hedge Fund Activity: Q2 2025 in Review
98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2025, worth a combined $155M — down 11% from $175M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.93M.
- 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $155M of Invesco Municipal Trust stock for Q2 2025, down 11% quarter-over-quarter.
- 11 funds opened new Invesco Municipal Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
- The largest Invesco Municipal Trust buyer in Q2 2025 was Morgan Stanley, an estimated $1.2M added.
- The largest Invesco Municipal Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.93M sold.
Based on aggregated 13F filings for Q2 2025.