Who owns Invesco Municipal Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VKQ from SEC Form 13F filings across 93 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 93 institutions disclosed 15.1M shares of Invesco Municipal Trust worth $143.9M — about 27.2% of shares outstanding; the largest disclosed holder is RIVERNORTH CAPITAL MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
93
13F holders
$143.9M
value, 2026 filers
27.2%
of shares outstanding (15.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VKQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7M | $27.6M | 1.3% | 5% | -37.3% |
| 2 | MORGAN STANLEY | 2.4M | $24.3M | 0.0% | 4.4% | +27.9% |
| 3 | GUGGENHEIM CAPITAL LLC | 1.1M | $11.4M | 0.1% | 2% | +1.2% |
| 4 | Hennion & Walsh Asset Management, Inc. | 940,068 | $9.4M | 0.3% | 1.7% | +236.9% |
| 5 | UBS Group AG | 734,875 | $7.4M | 0.0% | 1.3% | -11.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 715,977 | $7.2M | 0.0% | 1.3% | +26.5% |
| 7 | SIT INVESTMENT ASSOCIATES INC | 712,419 | $7,153 | 0.1% | 1.3% | -1.9% |
| 8 | LPL Financial LLC | 537,435 | $5.4M | 0.0% | 1% | -33.9% |
| 9 | WELLS FARGO & COMPANY/MN | 504,066 | $5.1M | 0.0% | 0.9% | +9.2% |
| 10 | BANK OF AMERICA CORP /DE/ | 497,299 | $5.0M | 0.0% | 0.9% | +118.1% |
| 11 | NewEdge Advisors, LLCNEW | 453,003 | $4.5M | 0.0% | 0.8% | new |
| 12 | VAN ECK ASSOCIATES CORP | 368,154 | $3.7M | 0.0% | 0.7% | -18.1% |
| 13 | Advisors Asset Management, Inc. | 199,809 | $2.0M | 0.0% | 0.4% | +0.2% |
| 14 | Baird Financial Group, Inc. | 168,862 | $1.7M | 0.0% | 0.3% | -0.3% |
| 15 | Fiera Capital Corp | 159,850 | $1.6M | 0.0% | 0.3% | -3.7% |
| 16 | Wealth Alliance Advisory Group, LLC | 150,429 | $1.5M | 0.2% | 0.3% | +25.3% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 147,332 | $1.5M | 0.0% | 0.3% | -2.0% |
| 18 | JFS WEALTH ADVISORS, LLC | 145,451 | $1.5M | 0.1% | 0.3% | +0.1% |
| 19 | Capital Investment Advisors, LLC | 142,850 | $1.4M | 0.0% | 0.3% | -2.1% |
| 20 | Steward Partners Investment Advisory, LLC | 140,481 | $1.4M | 0.0% | 0.3% | 0.0% |
| 21 | Cetera Investment Advisers | 134,718 | $1.4M | 0.0% | 0.2% | +33.3% |
| 22 | STIFEL FINANCIAL CORP | 128,947 | $1.3M | 0.0% | 0.2% | 0.0% |
| 23 | Invesco Ltd. | 115,421 | $1.2M | 0.0% | 0.2% | -29.1% |
| 24 | ROYAL BANK OF CANADA | 110,301 | $1.1M | 0.0% | 0.2% | +28.5% |
| 25 | Rockefeller Capital Management L.P. | 93,645 | $940,197 | 0.0% | 0.2% | +124.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.