We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

57 hedge funds and large institutions have $41.7M invested in Invesco Trust Investment Grade Municipals in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $33.8M → $41.7M (+$7.95M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

17.58% more ownership

Funds ownership: 4.58%22.15% (+18%)

12% more funds holding

Funds holding: 5157 (+6)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
26
UBS
Switzerland
$256K +$36.6K +2,975 +17%
DA
27
Doliver Advisors
Texas
$235K +$232K +18,823 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$191K +$12 +1 +0%
RJT
29
Raymond James Trust
Florida
$185K
HFS
30
HL Financial Services
Kentucky
$159K
CCB
31
Cutter & Co Brokerage
Missouri
$158K
WB
32
WesBanco Bank
West Virginia
$156K -$16K -1,300 -9%
Barclays
33
Barclays
United Kingdom
$151K +$11K +894 +8%
PP
34
Paloma Partners
Connecticut
$145K -$11.1K -900 -7%
Creative Planning
35
Creative Planning
Kansas
$128K +$53.1K +4,312 +72%
ST
36
Semper Trust
Pennsylvania
$125K +$123K +10,000 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$111K
US Bancorp
38
US Bancorp
Minnesota
$107K
MFS
39
MSI Financial Services
Massachusetts
$92K +$16.1K +1,304 +21%
M&T Bank
40
M&T Bank
New York
$73K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$65K -$7.39K -600 -10%
MA
42
MUFG Americas
New York
$62K
Citigroup
43
Citigroup
New York
$55K +$1.02K +83 +2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$53K -$55.9K -4,541 -52%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$50K -$2.7K -219 -5%
Deutsche Bank
46
Deutsche Bank
Germany
$47K -$179K -14,556 -79%
EWM
47
Evercore Wealth Management
New York
$45K +$44K +3,570 New
1IC
48
1919 Investment Counsel
Maryland
$38K
KPCM
49
Kings Point Capital Management
New York
$15K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$13K