Invesco Municipal Trust
VKQ
89 hedge funds and large institutions have $117M invested in Invesco Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
1.76% more ownership
Funds ownership: 21.42% → 23.18% (+1.8%)
3% less capital invested
Capital invested by funds: $121M → $117M (-$3.2M)
4% less funds holding
Funds holding: 93 → 89 (-4)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$8.21M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.12M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$2.48M |
| 4 |
Morgan Stanley
New York
|
+$885K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$5.29M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.88M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$439K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$390K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$333K |
VKQ Hedge Fund Activity: Q3 2022 in Review
89 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2022, worth a combined $117M — down 2.7% from $121M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of VKQ and 8 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 28 added.
The largest buyer was Sit Investment Associates, adding an estimated $8.21M. The largest seller was Bramshill Investments, cutting an estimated $5.29M.
- 89 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2022, down from 93 in Q2 2022.
- Funds reported $117M of Invesco Municipal Trust stock for Q3 2022, down 2.7% quarter-over-quarter.
- 8 funds opened new Invesco Municipal Trust positions in Q3 2022 and 11 closed out, a net change of -3 holders.
- The largest Invesco Municipal Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $8.21M added.
- The largest Invesco Municipal Trust seller in Q3 2022 was Bramshill Investments, an estimated $5.29M sold.
Based on aggregated 13F filings for Q3 2022.