Invesco Municipal Trust
VKQ
76 hedge funds and large institutions have $129M invested in Invesco Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 15 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
0.25% less ownership
Funds ownership: 17.66% → 17.4% (-0.25%)
1% less capital invested
Capital invested by funds: $131M → $129M (-$1.61M)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
3% less funds holding
Funds holding: 78 → 76 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.17M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$522K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$490K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$383K |
| 5 |
Morgan Stanley
New York
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.8M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.12M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$605K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$205K |
VKQ Hedge Fund Activity: Q4 2021 in Review
76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2021, worth a combined $129M — down 1.2% from $131M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VKQ and 14 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 27 added.
The largest buyer was Bramshill Investments, adding an estimated $1.17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.28M sold.
- 76 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2021, down from 78 in Q3 2021.
- Funds reported $129M of Invesco Municipal Trust stock for Q4 2021, down 1.2% quarter-over-quarter.
- 14 funds opened new Invesco Municipal Trust positions in Q4 2021 and 15 closed out, a net change of -1 holder.
- The largest Invesco Municipal Trust buyer in Q4 2021 was Bramshill Investments, an estimated $1.17M added.
- The largest Invesco Municipal Trust seller in Q4 2021 was Citadel Advisors, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2021.