Invesco Municipal Trust
VKQ- Exchange
- NYSE
- SEC CIK
- 0000877463
No open-market purchases or sales by Invesco Municipal Trust insiders were filed in the last 90 days; 92 institutions reported holding it in 13F filings for Q2 2026, worth $151.5M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Invesco Municipal Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- −3 vs. Q3 2024
- Shares held
- 19.1M
- +1.35M (+7.6%) vs. Q3 2024
- Total value
- $187.8M
- +$5.42M (+3.0%) vs. Q3 2024
- New holders
- 16
- 35 more added
- Sold out
- 19
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VKQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 92 | $151.5M |
| Q1 2026 | 93 | $151.1M |
| Q4 2025 | 90 | $167.2M |
| Q3 2025 | 95 | $159.5M |
| Q2 2025 | 99 | $154.7M |
| Q1 2025 | 99 | $174.7M |
| Q4 2024 | 100 | $187.8M |
| Q3 2024 | 105 | $183.4M |
| Q2 2024 | 93 | $191.3M |
| Q1 2024 | 93 | $183.0M |
| Q4 2023 | 99 | $172.5M |
| Q3 2023 | 76 | $132.2M |
| Q2 2023 | 82 | $141.4M |
| Q1 2023 | 81 | $144.4M |
| Q4 2022 | 93 | $142.9M |
| Q3 2022 | 90 | $117.3M |
| Q2 2022 | 94 | $120.5M |
| Q1 2022 | 90 | $117.2M |
| Q4 2021 | 76 | $129.3M |
| Q3 2021 | 78 | $130.9M |
| Q2 2021 | 84 | $140.1M |
| Q1 2021 | 83 | $132.2M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −2,456,292−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −169,571−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −33,975−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −28,564−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,546−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −13,325−100.0% | Sold out |
| NCM Capital Management, LLC | 0 | $0 | 0.00% | −11,476−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |