Invesco Municipal Trust
VKQ
81 hedge funds and large institutions have $141M invested in Invesco Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 11 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
1% more funds holding
Funds holding: 80 → 81 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0.78% more ownership
Funds ownership: 26.3% → 27.08% (+0.78%)
1% less capital invested
Capital invested by funds: $143M → $141M (-$1.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.16M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.42M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.37M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.15M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$998K |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$890K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$393K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$381K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$352K |
VKQ Hedge Fund Activity: Q2 2023 in Review
81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2023, worth a combined $141M — down 1.4% from $143M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VKQ positions and 11 closed out — a net gain of 1 holder — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $2.16M. The largest seller was UBS Group, cutting an estimated $998K.
- 81 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2023, up from 80 in Q1 2023.
- Funds reported $141M of Invesco Municipal Trust stock for Q2 2023, down 1.4% quarter-over-quarter.
- 12 funds opened new Invesco Municipal Trust positions in Q2 2023 and 11 closed out, a net change of +1 holder.
- The largest Invesco Municipal Trust buyer in Q2 2023 was Rivernorth Capital Management, an estimated $2.16M added.
- The largest Invesco Municipal Trust seller in Q2 2023 was UBS Group, an estimated $998K sold.
Based on aggregated 13F filings for Q2 2023.