CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$220K
2
Bank of America
2
Bank of America
North Carolina
$751K
3
CIA
3
Capital Investment Advisors
Georgia
$441K
4
RCM
4
Robinson Capital Management
Michigan
$1.5M
5
QWM
5
QP Wealth Management
New Jersey
$373K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$900K
2
RJA
2
Raymond James & Associates
Florida
$234K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$125K
4
UBS Group
4
UBS Group
Switzerland
$1.28M
5
WB
5
Webster Bank
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$112K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$108K +$174 +17 +0.2%
WAM
28
Wolverine Asset Management
Illinois
$66K -$29.2K -2,875 -31%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$66K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$51K – – –
CBT
31
CoreFirst Bank & Trust
Kansas
$47K – – –
US Bancorp
32
US Bancorp
Minnesota
$21K +$21K +2,000 New
CTC
33
Central Trust Company
Missouri
$17K – – –
MCM
34
MV Capital Management
Maryland
$10K +$10K +1,007 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$8K – – –
SWM
36
Sugarloaf Wealth Management
Georgia
$4K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$2K -$13.2K -1,390 -87%
PK
38
Pflug Koory
Nebraska
$2K – – –
SWA
39
Sutton Wealth Advisors
Florida
$62 – – –
WB
40
Webster Bank
Connecticut
– -$44K -4,500 Closed
FHA
41
First Horizon Advisors
Tennessee
– -$30K -3,108 Closed
1
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