Invesco Municipal TrustVKQ
13F holders, Q3 2025 (September 30)94holders −4
8new positions
14sold out
$9.64avg. 13F price*
At the end of Q3 2025, 94 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, down 4 from Q2 2025. 8 opened new positions and 14 sold out. The largest holders were Rivernorth Capital Management, LLC ($42.3M), Morgan Stanley ($12.2M) and Guggenheim Capital LLC ($11.5M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $898K |
| Exits | 14 | $2.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,479,466 shares bought and 2,934,918 shares sold, net −455,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Rivernorth Capital Management, LLC | 2.43% | Add +24.5% | 4,378,521 | $42.3M |
| Morgan Stanley | 0.00% | Add +22.5% | 1,260,664 | $12.2M |
| Guggenheim Capital LLC | 0.09% | Reduce -0.8% | 1,191,247 | $11.5M |
| UBS Group AG | 0.00% | Reduce -9.8% | 950,784 | $9.2M |
| LPL Financial LLC | 0.00% | Add +308.7% | 830,457 | $8.0M |
| Sit Investment Associates Inc. | 0.15% | Reduce -12.7% | 747,879 | $7.2M |
| Robinson Capital Management, LLC | 4.43% | Reduce -44.8% | 632,280 | $6.1M |
| Fiera Capital Corp | 0.02% | Reduce -0.7% | 524,209 | $5.1M |
| Karpus Management, Inc. | 0.15% | Reduce -77.4% | 494,668 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +76.5% | 430,086 | $4.2M |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 357,403 | $3.4M |
| MacKay Shields LLC | 0.79% | No change | 325,107 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -18.0% | 300,012 | $2.9M |
| Rareview Capital LLC | 1.55% | Add +16.5% | 277,387 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +27.4% | 259,246 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 198,409 | $1.9M |
| Bank of America Corp. | 0.00% | Add +16.2% | 184,530 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +3.2% | 171,382 | $1.7M |
| Invesco Ltd. | 0.00% | Add +2.2% | 167,592 | $1.6M |
| Smith, Moore & Co. | 0.12% | Add +59.4% | 165,652 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +3.2% | 153,364 | $1.5M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 144,902 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +214.9% | 138,590 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 128,580 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.2% | 124,099 | $1.2M |
| Ibex Wealth Advisors | 0.09% | Reduce -0.9% | 96,105 | $927K |
| Dakota Wealth Management | 0.02% | Reduce -25.5% | 92,637 | $894K |
| Whipplewood Advisors, LLC | 0.57% | Add +9.3% | 90,313 | $872K |
| NewEdge Advisors, LLC | 0.00% | Add +90.4% | 86,934 | $839K |
| Seamount Financial Group Inc. | 0.38% | No change | 83,888 | $810K |
| Cetera Investment Advisers | 0.00% | Add +152.3% | 79,832 | $770K |
| Bank of New York Mellon Corp | 0.00% | Add +65.3% | 78,742 | $760K |
| Concorde Asset Management, LLC | 0.30% | — | 75,366 | $728K |
| Wealth Alliance Advisory Group, LLC | 0.13% | Add +2.8% | 74,716 | $721K |
| StoneX Group Inc. | 0.03% | Add +34.0% | 72,625 | $701K |
| Tyche Wealth Partners LLC | 0.12% | Add +0.0% | 69,391 | $670K |
| Royal Bank of Canada | 0.00% | Add +4.5% | 67,795 | $655K |
| Absolute Investment Advisers, LLC | 0.08% | No change | 63,600 | $614K |
| Ameriprise Financial Inc. | 0.00% | Add +33.4% | 63,040 | $608K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 51,040 | $493K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 48,270 | $466K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.8% | 47,284 | $456K |
| Madison Park Capital Advisors, LLC | 0.34% | Add +0.1% | 42,558 | $411K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 42,019 | $405K |
| Bank of Montreal | 0.00% | Add +2.0% | 41,997 | $405K |
| Nuveen, LLC | 0.00% | No change | 32,624 | $315K |
| Quarry LP | 0.08% | No change | 32,500 | $314K |
| Riverbridge Partners LLC | 0.01% | Add +3.5% | 31,612 | $305K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 31,515 | $304K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -57.3% | 29,804 | $288K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -48.9% | 29,473 | $284K |
| Prospera Financial Services Inc | 0.00% | No change | 26,000 | $251K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $241K |
| Compass Financial Group, INC | 0.04% | No change | 24,349 | $235K |
| Penbrook Management LLC | 0.13% | No change | 20,000 | $193K |
| &partners | 0.00% | New | 19,495 | $188K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.7% | 19,154 | $185K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,836 | $162K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 15,938 | $154K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $149K |
| Orleans Capital Management Corp. | 0.09% | Reduce -17.9% | 14,630 | $141K |
| Lido Advisors, LLC | 0.00% | New | 14,575 | $141K |
| Permanent Capital Management, LP | 0.03% | — | 14,352 | $138K |
| Summit Trail Advisors, LLC | 0.00% | Add +2.4% | 14,083 | $136K |
| Sowell Financial Services LLC | 0.01% | No change | 14,000 | $135K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 14,265 | $133K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $130K |
| Cerity Partners LLC | 0.00% | No change | 13,098 | $126K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,006 | $116K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 11,652 | $112K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,500 | $111K |
| NCM Capital Management, LLC | 0.04% | No change | 11,476 | $111K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 11,350 | $110K |
| Moody National Bank Trust Division | 0.01% | No change | 11,248 | $109K |
| Perennial Investment Advisors, LLC | 0.01% | New | 11,040 | $107K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 10,979 | $106K |
| AlphaCore Capital LLC | 0.00% | Add +2.1% | 10,951 | $106K |
| First Trust Advisors LP | 0.00% | Reduce -9.5% | 10,237 | $99K |
| MAI Capital Management | 0.00% | No change | 5,106 | $49K |
| Trust Co. of Toledo NA | 0.00% | No change | 4,119 | $40K |
| Community Bank, N.A. | 0.00% | No change | 4,000 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 3,747 | $36K |
| Private Trust Co. NA | 0.00% | No change | 2,536 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,189 | $11K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 850 | $8K |
| Spire Wealth Management | 0.00% | No change | 800 | $8K |
| IFP Advisors, Inc | 0.00% | New | 800 | $8K |
| Richardson Financial Services Inc. | 0.00% | No change | 595 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 341 | $3K |
| WPG Advisers, LLC | 0.00% | Add +370.2% | 268 | $3K |
| Comerica Bank | 0.00% | Add +322.2% | 38 | $367 |
| 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.