Invesco Municipal Trust
VKQ
98 hedge funds and large institutions have $175M invested in Invesco Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 99 → 98 (-1)
1.9% less ownership
Funds ownership: 34.54% → 32.65% (-1.9%)
7% less capital invested
Capital invested by funds: $188M → $175M (-$13.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$963K |
| 4 |
Morgan Stanley
New York
|
+$716K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.56M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.01M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$2.26M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.68M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.47M |
VKQ Hedge Fund Activity: Q1 2025 in Review
98 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q1 2025, worth a combined $175M — down 7% from $188M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of VKQ and 10 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 31 added.
The largest buyer was UBS Group, adding an estimated $1.22M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.56M.
- 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q1 2025, down from 99 in Q4 2024.
- Funds reported $175M of Invesco Municipal Trust stock for Q1 2025, down 7% quarter-over-quarter.
- 10 funds opened new Invesco Municipal Trust positions in Q1 2025 and 11 closed out, a net change of -1 holder.
- The largest Invesco Municipal Trust buyer in Q1 2025 was UBS Group, an estimated $1.22M added.
- The largest Invesco Municipal Trust seller in Q1 2025 was Rivernorth Capital Management, an estimated $3.56M sold.
Based on aggregated 13F filings for Q1 2025.