Invesco Municipal Trust
VKQ
88 hedge funds and large institutions have $131M invested in Invesco Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $119M → $131M (+$11.4M)
1% more funds holding
Funds holding: 87 → 88 (+1)
0.47% more ownership
Funds ownership: 17.98% → 18.45% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$2.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.52M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$776K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$484K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.26M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$807K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$800K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$563K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$320K |
VKQ Hedge Fund Activity: Q4 2020 in Review
88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2020, worth a combined $131M — up 9.5% from $119M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $2.9M. The largest seller was Wells Fargo, cutting an estimated $1.26M.
- 88 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2020, up from 87 in Q3 2020.
- Funds reported $131M of Invesco Municipal Trust stock for Q4 2020, up 9.5% quarter-over-quarter.
- 11 funds opened new Invesco Municipal Trust positions in Q4 2020 and 9 closed out, a net change of +2 holders.
- The largest Invesco Municipal Trust buyer in Q4 2020 was Bramshill Investments, an estimated $2.9M added.
- The largest Invesco Municipal Trust seller in Q4 2020 was Wells Fargo, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2020.