Invesco Municipal Trust
VKQ
98 hedge funds and large institutions have $173M invested in Invesco Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
31% more funds holding
Funds holding: 75 → 98 (+23)
31% more capital invested
Capital invested by funds: $132M → $173M (+$40.3M)
4.05% more ownership
Funds ownership: 28.62% → 32.67% (+4.1%)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$9.28M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.6M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$4.02M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$3.74M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.45M |
| 2 |
Morgan Stanley
New York
|
-$5.87M |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.15M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.57M |
VKQ Hedge Fund Activity: Q4 2023 in Review
98 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2023, worth a combined $173M — up 31% from $132M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VKQ positions and 11 closed out — a net gain of 24 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $9.28M. The largest seller was Karpus Investment Management, cutting an estimated $7.45M.
- 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2023, up from 75 in Q3 2023.
- Funds reported $173M of Invesco Municipal Trust stock for Q4 2023, up 31% quarter-over-quarter.
- 35 funds opened new Invesco Municipal Trust positions in Q4 2023 and 11 closed out, a net change of +24 holders.
- The largest Invesco Municipal Trust buyer in Q4 2023 was Fiera Capital (Canada), an estimated $9.28M added.
- The largest Invesco Municipal Trust seller in Q4 2023 was Karpus Investment Management, an estimated $7.45M sold.
Based on aggregated 13F filings for Q4 2023.