We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

72 hedge funds and large institutions have $69.9M invested in Invesco Trust Investment Grade Municipals in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

1.45% less ownership

Funds ownership: 11.12%9.68% (-1.4%)

9% less funds holding

Funds holding: 7972 (-7)

11% less capital invested

Capital invested by funds: $78.3M → $69.9M (-$8.42M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
21
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$599K -$24.1K -1,826 -4%
BTS
27
BB&T Securities
Virginia
$502K -$3.73K -282 -0.7%
RJA
28
Raymond James & Associates
Florida
$483K +$26.3K +1,994 +6%
EA
29
Edge Advisors
Georgia
$469K
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$464K
WS
31
Wedbush Securities
California
$446K +$60.8K +4,603 +16%
SRC
32
Shufro Rose & Co
New York
$385K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$382K
CIA
34
Capital Investment Advisors
Georgia
$363K
IA
35
IFP Advisors
Florida
$355K -$19.6K -1,483 -5%
LPL Financial
36
LPL Financial
California
$313K -$1.56M -118,462 -84%
OC
37
Oppenheimer & Co
New York
$274K +$1.98K +150 +0.7%
Citigroup
38
Citigroup
New York
$262K -$75.3K -5,700 -23%
OFW
39
Omnia Family Wealth
Florida
$252K
BBA
40
BLB&B Advisors
Pennsylvania
$245K -$5.27K -399 -2%
HCM
41
Hollencrest Capital Management
California
$245K
AG
42
Advisor Group
Arizona
$242K +$18.1K +1,372 +8%
IH
43
IFC Holdings
Florida
$227K -$13.2K -1,000 -6%
AIA
44
Allegis Investment Advisors
Idaho
$218K -$10.3K -782 -5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$212K +$17.9K +1,354 +9%
SG
46
Strid Group
Pennsylvania
$201K +$198K +15,000 New
SIM
47
Sonora Investment Management
Arizona
$199K
RJT
48
Raymond James Trust
Florida
$193K -$8.53K -646 -4%
NL
49
NWAM LLC
Washington
$189K
Baird Financial Group
50
Baird Financial Group
Wisconsin
$186K +$183K +13,867 New