Invesco Municipal Trust
VKQ
93 hedge funds and large institutions have $120M invested in Invesco Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
3% more funds holding
Funds holding: 90 → 93 (+3)
2.95% more ownership
Funds ownership: 18.47% → 21.42% (+3%)
3% more capital invested
Capital invested by funds: $117M → $120M (+$3.16M)
45% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 31
Top Buyers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.36M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$6.23M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.03M |
| 4 |
Morgan Stanley
New York
|
+$3.83M |
| 5 |
BlackRock
New York
|
+$2.54M |
Top Sellers
| 1 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$3.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.31M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.27M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$811K |
| 5 |
VanEck Associates
New York
|
-$528K |
VKQ Hedge Fund Activity: Q2 2022 in Review
93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2022, worth a combined $120M — up 2.7% from $117M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VKQ positions and 11 closed out — a net gain of 5 holders — while 17 added to existing stakes and 31 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $7.36M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.39M.
- 93 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2022, up from 90 in Q1 2022.
- Funds reported $120M of Invesco Municipal Trust stock for Q2 2022, up 2.7% quarter-over-quarter.
- 16 funds opened new Invesco Municipal Trust positions in Q2 2022 and 11 closed out, a net change of +5 holders.
- The largest Invesco Municipal Trust buyer in Q2 2022 was Karpus Investment Management, an estimated $7.36M added.
- The largest Invesco Municipal Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.39M sold.
Based on aggregated 13F filings for Q2 2022.