Invesco Municipal TrustVKQ
13F holders, Q1 2025 (March 31)98holders −1
10new positions
10sold out
$9.66avg. 13F price*
At the end of Q1 2025, 98 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 10 sold out. The largest holders were Rivernorth Capital Management, LLC ($33.5M), Karpus Management, Inc. ($21.4M) and Sit Investment Associates Inc. ($15.5M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $768K |
| Exits | 10 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 737,302 shares bought and 1,737,726 shares sold, net −1,000,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Rivernorth Capital Management, LLC | 1.78% | Reduce -9.4% | 3,474,819 | $33.5M |
| Karpus Management, Inc. | 0.69% | Reduce -12.1% | 2,219,715 | $21.4M |
| Sit Investment Associates Inc. | 0.36% | Reduce -8.5% | 1,604,818 | $15.5M |
| Guggenheim Capital LLC | 0.11% | Add +9.2% | 1,164,942 | $11.2M |
| Robinson Capital Management, LLC | 4.54% | Add +1.5% | 1,157,845 | $11.2M |
| UBS Group AG | 0.00% | Add +14.5% | 980,219 | $9.5M |
| Morgan Stanley | 0.00% | Add +8.8% | 899,990 | $8.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -20.7% | 653,331 | $6.4M |
| LPL Financial LLC | 0.00% | Add +23.6% | 542,278 | $5.2M |
| Fiera Capital Corp | 0.02% | Reduce -6.2% | 534,790 | $5.2M |
| Advisors Asset Management, Inc. | 0.07% | Add +16.4% | 374,512 | $3.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -18.9% | 335,594 | $3.2M |
| MacKay Shields LLC | 0.61% | Reduce -1.1% | 325,107 | $3.1M |
| Rareview Capital LLC | 1.56% | Reduce -2.6% | 254,800 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 242,910 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +1.2% | 205,186 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 170,571 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.6% | 159,988 | $1.5M |
| Invesco Ltd. | 0.00% | Add +42.8% | 147,047 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 144,534 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 143,951 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 138,575 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +24.4% | 132,518 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -28.4% | 131,474 | $1.3M |
| Smith, Moore & Co. | 0.10% | Add +2.5% | 107,574 | $1.0M |
| Ibex Wealth Advisors | 0.12% | Add +7.7% | 95,997 | $926K |
| Seamount Financial Group Inc. | 0.55% | Add +2.5% | 83,888 | $810K |
| Whipplewood Advisors, LLC | 0.46% | Reduce -19.5% | 65,026 | $772K |
| Rothschild Investment LLC | 0.05% | Reduce -24.6% | 76,500 | $738K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Add +5.2% | 69,966 | $675K |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.1% | 69,790 | $673K |
| Tyche Wealth Partners LLC | 0.14% | Add +30.5% | 69,354 | $669K |
| Absolute Investment Advisers, LLC | 0.09% | No change | 63,600 | $614K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.5% | 61,281 | $591K |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 60,043 | $579K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -79.7% | 58,450 | $564K |
| Ameriprise Financial Inc. | 0.00% | Add +18.7% | 50,956 | $492K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 49,686 | $479K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.9% | 45,076 | $435K |
| Wealthspire Advisors, LLC | 0.00% | No change | 44,285 | $427K |
| Madison Park Capital Advisors, LLC | 0.36% | Add +2.6% | 42,456 | $410K |
| Bank of Montreal | 0.00% | Add +0.8% | 40,417 | $390K |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 39,505 | $381K |
| Cetera Investment Advisers | 0.00% | Add +41.5% | 38,581 | $372K |
| Nuveen, LLC | 0.00% | — | 32,624 | $315K |
| Quarry LP | 0.08% | No change | 32,500 | $314K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 31,515 | $304K |
| Riverbridge Partners LLC | 0.00% | Add +20.5% | 29,003 | $280K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -38.7% | 28,546 | $275K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.1% | 28,141 | $272K |
| Bank of New York Mellon Corp | 0.00% | No change | 28,102 | $271K |
| Concorde Asset Management, LLC | 0.13% | Add +64.1% | 25,924 | $244K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $241K |
| Compass Financial Group, INC | 0.04% | No change | 24,349 | $235K |
| Penbrook Management LLC | 0.15% | No change | 20,000 | $193K |
| Simon Quick Advisors, LLC | 0.01% | Add +3.4% | 19,972 | $193K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +9.3% | 18,907 | $182K |
| Orleans Capital Management Corp. | 0.10% | No change | 17,830 | $172K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,836 | $162K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.7% | 16,586 | $160K |
| Lido Advisors, LLC | 0.00% | Reduce -20.0% | 15,975 | $154K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 15,938 | $154K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $149K |
| Prospera Financial Services Inc | 0.00% | New | 15,000 | $145K |
| Private Advisor Group, LLC | 0.00% | New | 14,530 | $140K |
| Permanent Capital Management, LP | 0.04% | Reduce -9.2% | 14,326 | $138K |
| Sowell Financial Services LLC | 0.01% | New | 14,000 | $135K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $130K |
| Cerity Partners LLC | 0.00% | Reduce -0.0% | 13,098 | $126K |
| Summit Trail Advisors, LLC | 0.00% | Add +2.9% | 12,717 | $123K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.8% | 12,155 | $117K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,006 | $116K |
| Atlanta Consulting Group Advisors, LLC | 0.03% | No change | 12,000 | $116K |
| Moors & Cabot, Inc. | 0.01% | Add +1.4% | 11,577 | $112K |
| NCM Capital Management, LLC | 0.05% | New | 11,476 | $111K |
| First Trust Advisors LP | 0.00% | Reduce -4.8% | 11,419 | $110K |
| Moody National Bank Trust Division | 0.01% | No change | 11,248 | $109K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 10,973 | $106K |
| AlphaCore Capital LLC | 0.01% | New | 10,514 | $101K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.3% | 10,000 | $97K |
| Elequin Capital, LP | 0.02% | New | 6,709 | $65K |
| MAI Capital Management | 0.00% | No change | 5,106 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,039 | $49K |
| Community Bank, N.A. | 0.01% | No change | 4,000 | $39K |
| Bokf, NA | 0.00% | Reduce -65.2% | 4,000 | $39K |
| US Bancorp \de | 0.00% | New | 2,700 | $26K |
| Private Trust Co. NA | 0.00% | New | 2,536 | $24K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,302 | $22K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 1,285 | $12K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,156 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,103 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 850 | $8K |
| Spire Wealth Management | 0.00% | New | 800 | $8K |
| Richardson Financial Services Inc. | 0.00% | No change | 595 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 297 | $3K |
| Cwm, LLC | 0.00% | Reduce -98.1% | 136 | $1K |
| Assetmark, Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is VKQ's weight in each manager's 13F, not the share of Invesco Municipal Trust the manager owns.