CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

38 hedge funds and large institutions have $19.4M invested in MFS Investment Grade Municipal Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
$2.45M
2
SCM
Saba Capital Management
New York
$6.57M
3
BI
Bulldog Investors
New Jersey
$655K
4
BA
Bridgewater Advisors
New York
$201K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$112K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$395K
2
AP
Americana Partners
Texas
$256K
3
MIG
Mariner Investment Group
New York
$0
4
ACA
Ackerman Capital Advisors
Texas
$0
5
MC
Moors & Cabot
Massachusetts
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$87K +$451 +61 +0.5%
GWSG
27
GPS Wealth Strategies Group
Colorado
$86.9K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$62.3K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$34.5K -$1.88K -255 -5%
HNB
30
Huntington National Bank
Ohio
$29.6K – – –
VanEck Associates
31
VanEck Associates
New York
$21K – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$18K +$18K +2,442 New
RBC
33
Roble Belko & Company
Pennsylvania
$10K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10K +$1.85K +250 +23%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$6.28K +$6.28K +850 New
VWM
36
Venturi Wealth Management
Texas
$2.66K +$2.66K +360 New
AAS
37
Ameritas Advisory Services
Nebraska
$1.93K +$1.93K +261 New
SPIA
38
Steward Partners Investment Advisory
New York
$1.55K – – –
PK
39
Pflug Koory
Nebraska
$1.32K – – –
MIG
40
Mariner Investment Group
New York
– -$391K -54,932 Closed
ACA
41
Ackerman Capital Advisors
Texas
– -$318K -44,711 Closed
DWM
42
Drive Wealth Management
Utah
– -$142K -19,996 Closed
DWM
43
Denver Wealth Management
Colorado
– -$87K -12,166 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$80.8K -11,345 Closed
WAM
45
Worth Asset Management
Texas
– -$37.8K -5,313 Closed
WAM
46
Wolverine Asset Management
Illinois
– -$36.6K -5,144 Closed
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