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Invesco Municipal Trust

98 hedge funds and large institutions have $155M invested in Invesco Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 9898 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.08% less ownership

Funds ownership: 32.65%30.56% (-2.1%)

11% less capital invested

Capital invested by funds: $175M → $155M (-$19.8M)

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
33
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$32.2M +$383K +41,357 +1%
KIM
2
Karpus Investment Management
New York
$20M -$319K -34,499 -2%
GC
3
Guggenheim Capital
Illinois
$11M +$335K +36,134 +3%
RCM
4
Robinson Capital Management
Michigan
$10.5M -$125K -13,534 -1%
UBS Group
5
UBS Group
Switzerland
$9.65M +$687K +74,179 +8%
Morgan Stanley
6
Morgan Stanley
New York
$9.42M +$1.2M +129,225 +14%
SIA
7
Sit Investment Associates
Minnesota
$7.83M -$6.93M -748,562 -47%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$4.83M -$63.2K -6,824 -1%
AAM
9
Advisors Asset Management
Colorado
$3.35M -$78.5K -8,473 -2%
VanEck Associates
10
VanEck Associates
New York
$3.12M +$46.4K +5,008 +1%
MSL
11
Mackay Shields LLC
New York
$2.97M
Wells Fargo
12
Wells Fargo
California
$2.23M +$6.83K +738 +0.3%
RC
13
Rareview Capital
Nevada
$2.18M -$154K -16,646 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$1.86M +$658K +71,026 +54%
LPL Financial
15
LPL Financial
California
$1.86M -$3.14M -339,063 -63%
SWA
16
Stratos Wealth Advisors
Ohio
$1.82M -$59.3K -6,409 -3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.52M -$42.3K -4,573 -3%
Invesco
18
Invesco
Georgia
$1.5M +$157K +16,904 +11%
Bank of America
19
Bank of America
North Carolina
$1.45M +$138K +14,905 +10%
CIA
20
Capital Investment Advisors
Georgia
$1.36M -$105K -11,350 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.35M +$88K +9,499 +7%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.32M +$1.69K +182 +0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.19M +$843K +91,000 +230%
DWM
24
Dakota Wealth Management
Florida
$1.14M -$65.7K -7,094 -5%
SMC
25
Smith, Moore & Co
Missouri
$951K -$33.9K -3,664 -3%

VKQ Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q2 2025, worth a combined $155M — down 11% from $175M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VKQ positions and 9 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.93M.

  • 98 institutional investors held Invesco Municipal Trust (VKQ) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $155M of Invesco Municipal Trust stock for Q2 2025, down 11% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Trust positions in Q2 2025 and 9 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Trust buyer in Q2 2025 was Morgan Stanley, an estimated $1.2M added.
  • The largest Invesco Municipal Trust seller in Q2 2025 was Sit Investment Associates, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.