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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -300,012 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -92,637 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Vericrest Private Wealth | Buy | +17,543 | — | 17,543 | $169.29K | Q4 2025 | Mar 12, 2026 |
| Raymond James Financial Inc | Buy | +345,667 | — | 345,667 | $3.34M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +225,299 | — | 225,299 | $2.17M | Q4 2025 | Feb 18, 2026 |
| Rivernorth Capital Management, Llc | Buy | +5,768,838 | — | 5,768,838 | $55.67M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +1,199,525 | — | 1,199,525 | $11.58M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +202,804 | — | 202,804 | $1.96M | Q4 2025 | Feb 17, 2026 |
| Ibex Wealth Advisors | Buy | +90,650 | — | 90,650 | $874.77K | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, Llc | Buy | +89,846 | — | 89,846 | $867.01K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +79,823 | — | 79,823 | $770.29K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +77,898 | — | 77,898 | $752.00K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +59,835 | — | 59,835 | $577.40K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +41,024 | — | 41,024 | $395.89K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +33,648 | — | 33,648 | $324.70K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +20,106 | — | 20,106 | $194.08K | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +13,500 | — | 13,500 | $130.28K | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, Llc | Buy | +11,100 | — | 11,100 | $107.12K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,614,764 | — | 1,614,764 | $15.58M | Q4 2025 | Feb 13, 2026 |
| Robinson Capital Management, Llc | Buy | +587,866 | — | 587,866 | $5.67M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +443,647 | — | 443,647 | $4.28M | Q4 2025 | Feb 13, 2026 |
| Van Eck Associates Corp | Buy | +401,375 | — | 401,375 | $3.87M | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +171,505 | — | 171,505 | $1.66M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +128,783 | — | 128,783 | $1.24M | Q4 2025 | Feb 13, 2026 |
| Cohen & Steers, Inc. | Buy | +25,000 | — | 25,000 | $241.00K | Q4 2025 | Feb 13, 2026 |
| Orleans Capital Management Corp/La | Buy | +14,630 | — | 14,630 | $141.18K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +11,506 | — | 11,506 | $111.03K | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, Llc | Buy | +11,500 | — | 11,500 | $110.97K | Q4 2025 | Feb 13, 2026 |
| First Trust Advisors Lp | Buy | +11,113 | — | 11,113 | $107.24K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +5,106 | — | 5,106 | $49.27K | Q4 2025 | Feb 13, 2026 |
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.
Related VKQ Institutional Insights
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- VKQ Insider Trading & SEC Form 4 Activity
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