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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 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LexAurum Advisors
Kansas
$1.59M
GP
27
Gridiron Partners
Pennsylvania
$1.42M
AIA
28
Absolute Investment Advisers
Florida
$1.27M
CA
29
Claro Advisors
Massachusetts
$981K
SWP
30
Stratos Wealth Partners
Ohio
$972K
Invesco
31
Invesco
Georgia
$966K
DWM
32
Dakota Wealth Management
Florida
$922K
CCM
33
Cutler Capital Management
Massachusetts
$817K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$805K
RIL
35
Rothschild Investment LLC
Illinois
$791K
PAG
36
Private Advisor Group
New Jersey
$676K
TWP
37
Tyche Wealth Partners
Texas
$670K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$646K
WA
39
Whipplewood Advisors
Colorado
$621K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$601K
CIAS
41
Capital Investment Advisory Services
North Carolina
$581K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$577K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$559K
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$532K
Osaic Holdings
45
Osaic Holdings
Arizona
$510K
QL
46
Quarry LP
New York
$509K
Baird Financial Group
47
Baird Financial Group
Wisconsin
$487K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$424K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$380K
MWM
50
Melfa Wealth Management
Massachusetts
$355K