Invesco Municipal TrustVKQ
13F holders, Q2 2025 (June 30)98holders
11new positions
10sold out
$9.15avg. 13F price*
At the end of Q2 2025, 98 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, unchanged from Q1 2025. 11 opened new positions and 10 sold out. The largest holders were Rivernorth Capital Management, LLC ($32.2M), Karpus Management, Inc. ($20.0M) and Guggenheim Capital LLC ($11.0M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.2M |
| Exits | 10 | $736K |
All 13F filers, Q1 2025 → Q2 2025: 752,361 shares bought and 1,885,390 shares sold, net −1,133,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Rivernorth Capital Management, LLC | 1.78% | Add +1.2% | 3,516,176 | $32.2M |
| Karpus Management, Inc. | 0.64% | Reduce -1.6% | 2,185,216 | $20.0M |
| Guggenheim Capital LLC | 0.09% | Add +3.1% | 1,201,076 | $11.0M |
| Robinson Capital Management, LLC | 4.41% | Reduce -1.2% | 1,144,311 | $10.5M |
| UBS Group AG | 0.00% | Add +7.6% | 1,054,398 | $9.6M |
| Morgan Stanley | 0.00% | Add +14.4% | 1,029,215 | $9.4M |
| Sit Investment Associates Inc. | 0.17% | Reduce -46.6% | 856,256 | $7.8M |
| Fiera Capital Corp | 0.02% | Reduce -1.3% | 527,966 | $4.8M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -2.3% | 366,039 | $3.3M |
| Van Eck Associates Corp. | 0.00% | Add +1.5% | 340,602 | $3.1M |
| MacKay Shields LLC | 0.62% | No change | 325,107 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 243,648 | $2.2M |
| Rareview Capital LLC | 1.38% | Reduce -6.5% | 238,154 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +53.6% | 203,544 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -62.5% | 203,215 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -3.1% | 198,777 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.7% | 165,998 | $1.5M |
| Invesco Ltd. | 0.00% | Add +11.5% | 163,951 | $1.5M |
| Bank of America Corp. | 0.00% | Add +10.3% | 158,856 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -7.1% | 148,638 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 148,074 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 144,716 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +230.3% | 130,505 | $1.2M |
| Dakota Wealth Management | 0.02% | Reduce -5.4% | 124,380 | $1.1M |
| Smith, Moore & Co. | 0.08% | Reduce -3.4% | 103,910 | $951K |
| Pathstone Holdings, LLC | 0.00% | Reduce -84.3% | 102,391 | $937K |
| Ibex Wealth Advisors | 0.09% | Add +1.0% | 96,949 | $887K |
| Seamount Financial Group Inc. | 0.39% | No change | 83,888 | $768K |
| Whipplewood Advisors, LLC | 0.42% | Add +27.1% | 82,639 | $756K |
| Rothschild Investment LLC | 0.04% | Reduce -2.4% | 74,700 | $684K |
| Wealth Alliance Advisory Group, LLC | 0.13% | Add +3.9% | 72,716 | $665K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 69,790 | $639K |
| Tyche Wealth Partners LLC | 0.13% | Add +0.0% | 69,373 | $635K |
| Royal Bank of Canada | 0.00% | Add +8.1% | 64,880 | $594K |
| Absolute Investment Advisers, LLC | 0.07% | No change | 63,600 | $582K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.4% | 57,635 | $527K |
| StoneX Group Inc. | 0.02% | New | 54,180 | $496K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.3% | 51,265 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 51,013 | $467K |
| Bank of New York Mellon Corp | 0.00% | Add +69.6% | 47,650 | $436K |
| Oppenheimer & Co. Inc. | 0.01% | Add +65.1% | 46,467 | $425K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 47,266 | $423K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 45,650 | $418K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +773.5% | 44,016 | $403K |
| Madison Park Capital Advisors, LLC | 0.33% | Add +0.1% | 42,506 | $389K |
| Bank of Montreal | 0.00% | Add +1.9% | 41,186 | $377K |
| Nuveen, LLC | 0.00% | No change | 32,624 | $299K |
| Quarry LP | 0.07% | No change | 32,500 | $297K |
| Cetera Investment Advisers | 0.00% | Reduce -18.0% | 31,635 | $289K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 31,515 | $288K |
| Riverbridge Partners LLC | 0.00% | Add +5.3% | 30,542 | $279K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 28,546 | $261K |
| Prospera Financial Services Inc | 0.00% | Add +73.3% | 26,000 | $238K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $229K |
| Balyasny Asset Management L.P. | 0.00% | New | 24,719 | $226K |
| Compass Financial Group, INC | 0.04% | No change | 24,349 | $223K |
| HRT Financial LP | 0.00% | New | 20,627 | $188K |
| Penbrook Management LLC | 0.14% | No change | 20,000 | $183K |
| Elequin Capital, LP | 0.06% | Add +190.1% | 19,460 | $178K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.7% | 19,029 | $174K |
| Orleans Capital Management Corp. | 0.09% | No change | 17,830 | $163K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,836 | $154K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 15,938 | $146K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $141K |
| Osaic Holdings, Inc. | 0.00% | Add +16.9% | 14,206 | $130K |
| Sowell Financial Services LLC | 0.01% | No change | 14,000 | $128K |
| Summit Trail Advisors, LLC | 0.00% | Add +8.2% | 13,756 | $126K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $124K |
| Cerity Partners LLC | 0.00% | No change | 13,098 | $120K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,006 | $110K |
| Atlanta Consulting Group Advisors, LLC | 0.03% | No change | 12,000 | $110K |
| HighTower Advisors, LLC | 0.00% | Add +16.3% | 11,627 | $106K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -74.0% | 11,500 | $105K |
| NCM Capital Management, LLC | 0.04% | No change | 11,476 | $105K |
| First Trust Advisors LP | 0.00% | Reduce -0.9% | 11,317 | $104K |
| Moody National Bank Trust Division | 0.01% | No change | 11,248 | $103K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,190 | $102K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 10,973 | $100K |
| AlphaCore Capital LLC | 0.00% | Add +2.0% | 10,730 | $98K |
| Moors & Cabot, Inc. | 0.00% | Reduce -11.4% | 10,259 | $94K |
| Wolverine Asset Management LLC | 0.01% | New | 8,787 | $80K |
| MAI Capital Management | 0.00% | No change | 5,106 | $47K |
| Trust Co. of Toledo NA | 0.00% | New | 4,119 | $38K |
| Community Bank, N.A. | 0.00% | No change | 4,000 | $37K |
| Private Trust Co. NA | 0.00% | No change | 2,536 | $23K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,302 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 1,189 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 1,156 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 850 | $8K |
| Spire Wealth Management | 0.00% | No change | 800 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 687 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 595 | $5K |
| Livelsberger Financial Advisory | 0.10% | New | 553 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 297 | $3K |
| WPG Advisers, LLC | 0.00% | New | 57 | $522 |
| Comerica Bank | 0.00% | New | 9 | $80 |
| Assetmark, Inc. | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is VKQ's weight in each manager's 13F, not the share of Invesco Municipal Trust the manager owns.