MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
30 hedge funds and large institutions have $28.2M invested in MFS Investment Grade Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
1.71% more ownership
Funds ownership: 43.23% → 44.94% (+1.7%)
0% more capital invested
Capital invested by funds: $28.1M → $28.2M (+$80.6K)
6% less funds holding
Funds holding: 32 → 30 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$925K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$871K |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$408K |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$279K |
| 5 |
ANBT
American National Bank & Trust
Wichita Falls,
Texas
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$506K |
| 2 |
Bank of New York Mellon
New York
|
-$345K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$170K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$149K |
| 5 |
LPL Financial
San Diego,
California
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5.93K | – | – | – |
|
|
IBOK
28
Independence Bank of Kentucky
Owensboro,
Kentucky
| $4.95K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $1.56K | – | – | – |
|
|
AAS
30
Ameritas Advisory Services
Lincoln,
Nebraska
| $1.09K | +$1.08K | +142 | New |
|
|
31
LPL Financial
San Diego,
California
| – | -$145K | -18,260 | Closed |
|
|
SG
32
StoneX Group
New York
| – | -$80.2K | -10,127 | Closed |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$9.65K | -1,218 | Closed |
|
|
TSMHT
34
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$2.38K | -300 | Closed |
|
CXH Hedge Fund Activity: Q2 2025 in Review
30 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q2 2025, worth a combined $28.2M — up 0.29% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CXH and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 5 added.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $925K. The largest seller was Rivernorth Capital Management, cutting an estimated $506K.
- 30 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q2 2025, down from 32 in Q1 2025.
- Funds reported $28.2M of MFS Investment Grade Municipal Trust stock for Q2 2025, up 0.29% quarter-over-quarter.
- 3 funds opened new MFS Investment Grade Municipal Trust positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q2 2025 was Thomas J. Herzfeld Advisors, an estimated $925K added.
- The largest MFS Investment Grade Municipal Trust seller in Q2 2025 was Rivernorth Capital Management, an estimated $506K sold.
Based on aggregated 13F filings for Q2 2025.