INVESCO MUNICIPAL TRUST (VKQ) Institutional Ownership Changes & 13F Activity

INVESCO MUNICIPAL TRUST (VKQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Morgan Stanley, Guggenheim Capital Llc, Robinson Capital Management, Llc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-300,012-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-92,637-100.0%0$0.00Q4 2025Aug 26, 2026
Vericrest Private WealthBuy+17,543—17,543$169.29KQ4 2025Mar 12, 2026
Raymond James Financial IncBuy+345,667—345,667$3.34MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+225,299—225,299$2.17MQ4 2025Feb 18, 2026
Rivernorth Capital Management, LlcBuy+5,768,838—5,768,838$55.67MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+1,199,525—1,199,525$11.58MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+202,804—202,804$1.96MQ4 2025Feb 17, 2026
Ibex Wealth AdvisorsBuy+90,650—90,650$874.77KQ4 2025Feb 17, 2026
Whipplewood Advisors, LlcBuy+89,846—89,846$867.01KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+79,823—79,823$770.29KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+77,898—77,898$752.00KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+59,835—59,835$577.40KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+41,024—41,024$395.89KQ4 2025Feb 17, 2026
&PartnersBuy+33,648—33,648$324.70KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+20,106—20,106$194.08KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+13,500—13,500$130.28KQ4 2025Feb 17, 2026
Perennial Investment Advisors, LlcBuy+11,100—11,100$107.12KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,614,764—1,614,764$15.58MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+587,866—587,866$5.67MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+443,647—443,647$4.28MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+401,375—401,375$3.87MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+171,505—171,505$1.66MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+128,783—128,783$1.24MQ4 2025Feb 13, 2026
Cohen & Steers, Inc.Buy+25,000—25,000$241.00KQ4 2025Feb 13, 2026
Orleans Capital Management Corp/LaBuy+14,630—14,630$141.18KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+11,506—11,506$111.03KQ4 2025Feb 13, 2026
Wealthspire Advisors, LlcBuy+11,500—11,500$110.97KQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+11,113—11,113$107.24KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+5,106—5,106$49.27KQ4 2025Feb 13, 2026
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Frequently asked questions about VKQ activity

  • Which institutional owners are buying VKQ?

    Institutional owners buying VKQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VKQ activity?

    "Buy" means an investor increased their reported position in VKQ compared to the prior reporting period. This reflects growing exposure to INVESCO MUNICIPAL TRUST (VKQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VKQ increasing?

    Institutional interest in VKQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.