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Invesco Trust Investment Grade Municipals

108 hedge funds and large institutions have $117M invested in Invesco Trust Investment Grade Municipals in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

6% more funds holding

Funds holding: 102108 (+6)

2.13% less ownership

Funds ownership: 23.92%21.79% (-2.1%)

13% less capital invested

Capital invested by funds: $135M → $117M (-$17.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
35
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.5M -$845K -81,762 -7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.65M +$4.95M +479,443 +96%
LPL Financial
3
LPL Financial
California
$6.82M -$1.7M -164,954 -19%
Morgan Stanley
4
Morgan Stanley
New York
$6.78M +$435K +42,066 +7%
SIA
5
Sit Investment Associates
Minnesota
$6.61M -$556K -53,794 -7%
Wells Fargo
6
Wells Fargo
California
$5.65M -$277K -26,830 -4%
UBS Group
7
UBS Group
Switzerland
$5.65M +$33.9K +3,282 +0.6%
Ameriprise
8
Ameriprise
Minnesota
$5.1M +$879K +85,066 +20%
Bank of America
9
Bank of America
North Carolina
$4.87M +$192K +18,626 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.62M +$229K +22,208 +6%
LWL
11
Leo Wealth LLC
Texas
$3.15M +$602K +58,234 +22%
VanEck Associates
12
VanEck Associates
New York
$3.09M +$17.2K +1,666 +0.5%
GIP
13
Greatmark Investment Partners
Georgia
$2.46M
Stifel Financial
14
Stifel Financial
Missouri
$2.34M -$85.6K -8,284 -3%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$2.27M +$1.09M +105,498 +85%
MSL
16
Mackay Shields LLC
New York
$2.06M -$1.03M -99,376 -32%
AAM
17
Advisors Asset Management
Colorado
$1.91M -$14.6K -1,412 -0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.85M +$609K +58,961 +46%
MPW
19
Melone Private Wealth
Michigan
$1.71M -$233K -22,518 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.67M +$98.7K +9,550 +6%
SWP
21
Stratos Wealth Partners
Ohio
$1.61M +$561K +54,317 +50%
Raymond James Financial
22
Raymond James Financial
Florida
$1.47M -$231K -22,397 -13%
GP
23
Gridiron Partners
Pennsylvania
$1.28M -$209K -20,257 -14%
ITIM
24
Indiana Trust & Investment Management
Indiana
$1.2M -$430K -41,647 -25%
CA
25
Claro Advisors
Massachusetts
$1.11M -$9.27K -897 -0.8%