Invesco Municipal Trust
VKQ
80 hedge funds and large institutions have $144M invested in Invesco Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 16 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
1% more capital invested
Capital invested by funds: $143M → $144M (+$1.46M)
0.16% more ownership
Funds ownership: 26.14% → 26.3% (+0.16%)
13% less funds holding
Funds holding: 92 → 80 (-12)
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.03M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.11M |
| 3 |
LPL Financial
San Diego,
California
|
+$870K |
| 4 |
Rockefeller Capital Management
New York
|
+$794K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$4.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$940K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$672K |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$661K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$594K |
VKQ Hedge Fund Activity: Q1 2023 in Review
80 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2023, worth a combined $144M — up 1% from $143M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of VKQ and 6 opened new positions — a net loss of 10 holders — while 20 trimmed existing stakes and 21 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $5.03M. The largest seller was Guggenheim Capital, cutting an estimated $4.95M.
- 80 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2023, down from 92 in Q4 2022.
- Funds reported $144M of Invesco Municipal Trust stock for Q1 2023, up 1% quarter-over-quarter.
- 6 funds opened new Invesco Municipal Trust positions in Q1 2023 and 16 closed out, a net change of -10 holders.
- The largest Invesco Municipal Trust buyer in Q1 2023 was Rivernorth Capital Management, an estimated $5.03M added.
- The largest Invesco Municipal Trust seller in Q1 2023 was Guggenheim Capital, an estimated $4.95M sold.
Based on aggregated 13F filings for Q1 2023.