VGM icon

Invesco Trust Investment Grade Municipals

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 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
39
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$17.3M 1,822,741 -1,281,993 -41%
RCM
2
Rivernorth Capital Management
Florida
$15.6M 1,643,489 -989,286 -38%
RCM
3
Robinson Capital Management
Michigan
$11.3M 1,189,186 -207,688 -15%
GC
4
Guggenheim Capital
Illinois
$10.3M 1,088,357 +208,225 +24%
SIA
5
Sit Investment Associates
Minnesota
$6.91M 727,956 -1,273,653 -64%
Truist Financial
6
Truist Financial
North Carolina
$6.86M 723,264 -322,507 -31%
Wells Fargo
7
Wells Fargo
California
$5.22M 550,141 +113,672 +26%
UBS Group
8
UBS Group
Switzerland
$5.05M 532,661 -2,565 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$5.02M 528,708 +13,627 +3%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$4.85M 511,221 -7,626 -1%
Bank of America
11
Bank of America
North Carolina
$4.12M 434,009 +95,282 +28%
MSL
12
Mackay Shields LLC
New York
$3.51M 370,162
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.43M 361,664 -8,696 -2%
Ameriprise
14
Ameriprise
Minnesota
$3.3M 347,826 -18,884 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.6M 273,579 +35,102 +15%
VanEck Associates
16
VanEck Associates
New York
$2.57M 271,180 -54,458 -17%
Stifel Financial
17
Stifel Financial
Missouri
$2.28M 239,908 +46,140 +24%
GIP
18
Greatmark Investment Partners
Georgia
$2.24M 236,250 +5,000 +2%
LWL
19
Leo Wealth LLC
Texas
$2.23M 234,554 +58,796 +33%
KIG
20
Kennedy Investment Group
New Jersey
$1.94M 204,916 -24,219 -11%
AAM
21
Advisors Asset Management
Colorado
$1.91M 201,243 -7,372 -4%
MPW
22
Melone Private Wealth
Michigan
$1.78M 188,061 +11,952 +7%
Raymond James Financial
23
Raymond James Financial
Florida
$1.73M 182,007 -3,814 -2%
LPL Financial
24
LPL Financial
California
$1.65M 174,381 -285,007 -62%
ITIM
25
Indiana Trust & Investment Management
Indiana
$1.64M 173,147 +1,147 +0.7%