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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

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
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$10.3M
2
Wells Fargo
2
Wells Fargo
California
$5.22M
3
Bank of America
3
Bank of America
North Carolina
$4.12M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$646K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$559K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
SIA
2
Sit Investment Associates
Minnesota
$6.91M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
RCM
4
Rivernorth Capital Management
Florida
$15.6M
5
Truist Financial
5
Truist Financial
North Carolina
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$1.59M 167,556 +53,905 +47%
GP
27
Gridiron Partners
Pennsylvania
$1.42M 149,983 – –
AIA
28
Absolute Investment Advisers
Florida
$1.27M 134,211 +26,217 +24%
CA
29
Claro Advisors
Massachusetts
$981K 103,398 -120 -0.1%
SWP
30
Stratos Wealth Partners
Ohio
$972K 102,400 +5,683 +6%
Invesco
31
Invesco
Georgia
$966K 101,750 -41,346 -29%
DWM
32
Dakota Wealth Management
Florida
$922K 97,200 -800 -0.8%
CCM
33
Cutler Capital Management
Massachusetts
$817K 86,117 – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$805K 84,821 – –
RIL
35
Rothschild Investment LLC
Illinois
$791K 83,300 -30,500 -27%
PAG
36
Private Advisor Group
New Jersey
$676K 71,258 +290 +0.4%
TWP
37
Tyche Wealth Partners
Texas
$670K 70,598 – –
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$646K 68,105 +68,105 New
WA
39
Whipplewood Advisors
Colorado
$621K 65,458 -38,969 -37%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$601K 63,289 +15,778 +33%
CIAS
41
Capital Investment Advisory Services
North Carolina
$581K 61,218 +29 +0%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$577K 60,776 +36,707 +153%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$559K 58,949 +58,949 New
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$532K 56,036 -794 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$510K 50,601 +3,781 +8%
QL
46
Quarry LP
New York
$509K 53,683 +14,647 +38%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$487K 51,265 -360 -0.7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$424K 44,669 +870 +2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$380K 40,020 +708 +2%
MWM
50
Melfa Wealth Management
Massachusetts
$355K 37,360 – –
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