Invesco Trust Investment Grade Municipals
VGM
VGM
115 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
8.53% less ownership
Funds ownership: 37.99% → 29.46% (-8.5%)
26% less capital invested
Capital invested by funds: $205M → $152M (-$53.3M)
Holders
115
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.98M | |
| 2 | +$1.08M | |
| 3 | +$904K | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$646K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$559K |
Top Sellers
| 1 | -$12.2M | |
| 2 | -$12.1M | |
| 3 | -$9.82M | |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$9.39M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$3.06M |
