CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

43 hedge funds and large institutions have $15.8M invested in MFS Investment Grade Municipal Trust in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
Americana Partners
Texas
$967K
2
MIG
Mariner Investment Group
New York
$332K
3
WAM
Wolverine Asset Management
Illinois
$231K
4
BI
Bulldog Investors
New Jersey
$679K
5
RCM
Rivernorth Capital Management
Florida
$3.05M

Top Sellers

1
KIM
Karpus Investment Management
New York
$1.84M
2
BFM
Broadview Financial Management
Wisconsin
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$465K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$143K +$143K +18,885 New
FAG
27
Fortitude Advisory Group
Washington
$138K – – –
DWM
28
Denver Wealth Management
Colorado
$110K +$110K +14,459 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$97K -$7.32K -966 -7%
Ameriprise
30
Ameriprise
Minnesota
$93K -$7.57K -1,000 -8%
GWSG
31
GPS Wealth Strategies Group
Colorado
$89K +$85.5K +11,299 +2,456%
WAM
32
Worth Asset Management
Texas
$40K -$22.7K -3,015 -36%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$37K – – –
VanEck Associates
34
VanEck Associates
New York
$25K -$7.69K -1,020 -24%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23K -$62.6K -8,417 -73%
AC
36
Almitas Capital
California
$14K +$14K +1,800 New
RBC
37
Roble Belko & Company
Pennsylvania
$10K +$10K +1,312 New
MCM
38
MV Capital Management
Maryland
$8K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$6K – – –
SWM
41
Sugarloaf Wealth Management
Georgia
$3K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$2K – – –
PK
43
Pflug Koory
Nebraska
$1K – – –
BFM
44
Broadview Financial Management
Wisconsin
– -$286K -33,478 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
– -$183K -21,377 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
– -$112K -13,154 Closed
OWP
47
Obermeyer Wealth Partners
Colorado
– -$108K -12,600 Closed
NA
48
NewEdge Advisors
Louisiana
– -$87K -10,200 Closed
CBT
49
CoreFirst Bank & Trust
Kansas
– -$39K -4,610 Closed
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