CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

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, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.85M
2
SIA
2
Sit Investment Associates
Minnesota
$5.25M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$409K
4
BI
4
Bulldog Investors
New Jersey
$6.84M
5
ANBT
5
American National Bank & Trust
Texas
$153K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.41M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$229K
3
AC
3
Almitas Capital
California
$3.42M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.04M
5
LPL Financial
5
LPL Financial
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$6.84M 895,891 +36,583 +4%
SIA
2
Sit Investment Associates
Minnesota
$5.25M 686,794 +114,105 +20%
AC
3
Almitas Capital
California
$3.42M 448,169 -22,266 -5%
RCM
4
Rivernorth Capital Management
Florida
$3.41M 446,608 -66,252 -13%
IA
5
Icon Advisers
Colorado
$1.87M 244,295 – –
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.85M 241,702 +121,161 +101%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.04M 136,303 -19,567 -13%
MC
8
Matisse Capital
Oregon
$660K 86,381 – –
Morgan Stanley
9
Morgan Stanley
New York
$644K 84,250 +607 +0.7%
MWM
10
Melfa Wealth Management
Massachusetts
$599K 78,360 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$500K 62,739 +1,797 +3%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$409K 53,510 +53,510 New
RIL
13
Rothschild Investment LLC
Illinois
$294K 38,502 -2,294 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$229K 29,909 -45,196 -60%
CIA
15
Capital Investment Advisors
Georgia
$227K 29,712 -3,150 -10%
ANBT
16
American National Bank & Trust
Texas
$153K 20,000 +20,000 New
Raymond James Financial
17
Raymond James Financial
Florida
$150K 19,596 -2,704 -12%
Wells Fargo
18
Wells Fargo
California
$143K 18,729 -6,060 -24%
Bank of America
19
Bank of America
North Carolina
$134K 17,500 +1,860 +12%
FAG
20
Fortitude Advisory Group
Washington
$121K 15,802 – –
CIA
21
Concurrent Investment Advisors
Florida
$78.3K 10,251 – –
UBS Group
22
UBS Group
Switzerland
$71.2K 9,315 -908 -9%
GWSG
23
GPS Wealth Strategies Group
Colorado
$51.8K 6,775 – –
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$30.6K 4,000 – –
MA
25
Montag & Associates
Georgia
$18.9K 2,471 – –
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