Invesco Municipal Trust
VKQ
87 hedge funds and large institutions have $119M invested in Invesco Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 8 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 86 → 87 (+1)
4% more capital invested
Capital invested by funds: $114M → $119M (+$5.04M)
0.4% more ownership
Funds ownership: 17.58% → 17.98% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$5.23M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$514K |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$449K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$406K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.46M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$894K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$796K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$604K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$573K |
VKQ Hedge Fund Activity: Q3 2020 in Review
87 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2020, worth a combined $119M — up 4.4% from $114M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VKQ positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 20 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $5.23M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.46M sold.
- 87 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2020, up from 86 in Q2 2020.
- Funds reported $119M of Invesco Municipal Trust stock for Q3 2020, up 4.4% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Trust positions in Q3 2020 and 8 closed out, a net change of +1 holder.
- The largest Invesco Municipal Trust buyer in Q3 2020 was Bramshill Investments, an estimated $5.23M added.
- The largest Invesco Municipal Trust seller in Q3 2020 was Karpus Investment Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2020.