CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

39 hedge funds and large institutions have $14.1M invested in MFS Investment Grade Municipal Trust in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Matisse Capital
Oregon
$764K
2
LSC
Logan Stone Capital
Illinois
$616K
3
WAM
Wolverine Asset Management
Illinois
$380K
4
ACA
Ackerman Capital Advisors
Texas
$659K
5
SCM
Saba Capital Management
New York
$115K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$2.04M
2
BA
Bridgewater Advisors
New York
$0
3
QWM
QP Wealth Management
New Jersey
$100K
4
DWM
Denver Wealth Management
Colorado
$0
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
26
QP Wealth Management
New Jersey
$100K -$136K -20,000 -58%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$89K -$38.6K -5,717 -30%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$81K -$5.1K -758 -6%
GWSG
29
GPS Wealth Strategies Group
Colorado
$79K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$72K +$72K +10,725 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$52K +$46.7K +6,905 +890%
WAM
32
Worth Asset Management
Texas
$36K – – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$33K – – –
VanEck Associates
34
VanEck Associates
New York
$22K – – –
RBC
35
Roble Belko & Company
Pennsylvania
$9K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7K – – –
SWM
37
Sugarloaf Wealth Management
Georgia
$3K – – –
PK
38
Pflug Koory
Nebraska
$1K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$1K – – –
BA
40
Bridgewater Advisors
New York
– -$219K -28,954 Closed
DWM
41
Denver Wealth Management
Colorado
– -$110K -14,459 Closed
Ameriprise
42
Ameriprise
Minnesota
– -$93K -12,285 Closed
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
– -$23K -3,092 Closed
AC
44
Almitas Capital
California
– -$14K -1,800 Closed
MCM
45
MV Capital Management
Maryland
– -$8K -1,007 Closed
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