Invesco Trust Investment Grade Municipals (VGM)

• Market cap: $542M
• 1 day: -0.6%
• 5 days: 0.91%
• 1 month: 4.28%
• 3 months: 5.38%
• 6 months: 0%
• Year to date: -1.77%
• 1 year: -6.02%
• 5 years: -20.27%
• 10 years: -21.15%
• Sector: Financials
• Industry: Asset Management

About: Invesco Trust for Investment Grade Municipals is active in the financial services sector. Its investment objective is to provide common shareholders with a high level of current income exempt from federal income tax, consistent with preservation of capital.

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

7% more funds holding

Funds holding: 108 [Q1] → 116 (+8) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

8.49% less ownership

Funds ownership: 37.99% [Q1] → 29.5% (-8.49%) [Q2]

26% less capital invested

Capital invested by funds: $205M [Q1] → $152M (-$53.1M) [Q2]