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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.22M
2
LPL Financial
LPL Financial
California
+$1.02M
3
GC
Guggenheim Capital
Illinois
+$963K
4
Morgan Stanley
Morgan Stanley
New York
+$716K
5
AAM
Advisors Asset Management
Colorado
+$518K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$3.56M
2
KIM
Karpus Investment Management
New York
-$3.01M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.26M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.68M
5
SIA
Sit Investment Associates
Minnesota
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$33.5M -$3.56M -361,804 -9%
KIM
2
Karpus Investment Management
New York
$21.4M -$3.01M -305,677 -12%
SIA
3
Sit Investment Associates
Minnesota
$15.5M -$1.47M -149,320 -9%
GC
4
Guggenheim Capital
Illinois
$11.2M +$963K +97,855 +9%
RCM
5
Robinson Capital Management
Michigan
$11.2M +$167K +16,985 +1%
UBS Group
6
UBS Group
Switzerland
$9.46M +$1.22M +123,805 +14%
Morgan Stanley
7
Morgan Stanley
New York
$8.68M +$716K +72,703 +9%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$6.37M -$1.68M -170,581 -21%
LPL Financial
9
LPL Financial
California
$5.23M +$1.02M +103,374 +24%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.16M -$349K -35,454 -6%
AAM
11
Advisors Asset Management
Colorado
$3.61M +$518K +52,673 +16%
VanEck Associates
12
VanEck Associates
New York
$3.24M -$772K -78,385 -19%
MSL
13
Mackay Shields LLC
New York
$3.14M -$34.9K -3,546 -1%
RC
14
Rareview Capital
Nevada
$2.46M -$66.8K -6,783 -3%
Wells Fargo
15
Wells Fargo
California
$2.34M +$125K +12,678 +6%
SWA
16
Stratos Wealth Advisors
Ohio
$1.98M +$24.8K +2,519 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.65M +$37.9K +3,848 +2%
CIA
18
Capital Investment Advisors
Georgia
$1.54M -$76.5K -7,776 -5%
Invesco
19
Invesco
Georgia
$1.42M +$434K +44,055 +43%
JWA
20
JFS Wealth Advisors
Pennsylvania
$1.39M +$1.64K +167 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.39M -$31.8K -3,229 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.34M +$15.1K +1,536 +1%
Raymond James Financial
23
Raymond James Financial
Florida
$1.28M +$256K +26,030 +24%
DWM
24
Dakota Wealth Management
Florida
$1.27M -$513K -52,072 -28%
SMC
25
Smith, Moore & Co
Missouri
$1.04M +$25.5K +2,591 +2%
1
2 3 4 5

VKQ Hedge Fund Activity: Q1 2025 in Review

98 of the 7,457 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.