Invesco Municipal Trust (VKQ)

• Market cap: $527M
• 1 day: -1.96%
• 5 days: -1.86%
• 1 month: -4.80%
• 3 months: -3.45%
• 6 months: -7.03%
• Year to date: -3.45%
• 1 year: 1.17%
• 5 years: -14.08%
• 10 years: -25.33%
• Sector: Financials
• Industry: Asset Management

About: Invesco Municipal Trust is a diversified, closed-end management investment company. The company's investment objective is to provide a high level of current income exempt from federal income tax, consistent with the preservation of capital.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

2.1% more ownership

Funds ownership: 32.3% [Q3] → 34.4% (+2.1%) [Q4]

2% more capital invested

Capital invested by funds: $183M [Q3] → $187M (+$3.58M) [Q4]

6% less funds holding

Funds holding: 104 [Q3] → 98 (-6) [Q4]

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19