Invesco Municipal Trust
VKQ
86 hedge funds and large institutions have $70.7M invested in Invesco Municipal Trust in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
21% more funds holding
Funds holding: 71 → 86 (+15)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more capital invested
Capital invested by funds: $70.5M → $70.7M (+$202K)
0.25% more ownership
Funds ownership: 9.87% → 10.12% (+0.25%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.79M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$869K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$714K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$713K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.79M |
| 2 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$1.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.04M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$1M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$315K |
VKQ Hedge Fund Activity: Q4 2017 in Review
86 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2017, worth a combined $70.7M — up 0.29% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VKQ positions and 8 closed out — a net gain of 15 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Robinson Capital Management, adding an estimated $1.79M. The largest seller was Guggenheim Capital, cutting an estimated $2.79M.
- 86 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2017, up from 71 in Q3 2017.
- Funds reported $70.7M of Invesco Municipal Trust stock for Q4 2017, up 0.29% quarter-over-quarter.
- 23 funds opened new Invesco Municipal Trust positions in Q4 2017 and 8 closed out, a net change of +15 holders.
- The largest Invesco Municipal Trust buyer in Q4 2017 was Robinson Capital Management, an estimated $1.79M added.
- The largest Invesco Municipal Trust seller in Q4 2017 was Guggenheim Capital, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2017.