We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

69 hedge funds and large institutions have $63.9M invested in Invesco Trust Investment Grade Municipals in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more capital invested

Capital invested by funds: $63.6M → $63.9M (+$240K)

0.23% more ownership

Funds ownership: 8.7%8.93% (+0.23%)

7% less funds holding

Funds holding: 7469 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$570K +$147K +11,103 +35%
BF
27
BOK Financial
Oklahoma
$494K +$496K +37,500 New
RJA
28
Raymond James & Associates
Florida
$488K +$13.3K +1,001 +3%
EA
29
Edge Advisors
Georgia
$460K
ASN
30
Advisory Services Network
Georgia
$456K +$1.01K +76 +0.2%
SRC
31
Shufro Rose & Co
New York
$373K +$375K +28,300 New
CIA
32
Capital Investment Advisors
Georgia
$346K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$344K +$17K +1,286 +5%
OC
34
Oppenheimer & Co
New York
$334K +$27.5K +2,075 +9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$318K +$18.6K +1,405 +6%
IA
36
IFP Advisors
Florida
$289K -$79.1K -5,978 -21%
Citigroup
37
Citigroup
New York
$257K -$13.2K -1,000 -5%
CRC
38
Curi RMB Capital
Illinois
$254K +$255K +19,272 New
OFW
39
Omnia Family Wealth
Florida
$248K
HighTower Advisors
40
HighTower Advisors
Illinois
$243K -$6.01K -454 -2%
HCM
41
Hollencrest Capital Management
California
$242K
BBA
42
BLB&B Advisors
Pennsylvania
$241K +$13 +1 +0%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$226K -$17.2K -1,303 -7%
DA
44
Doliver Advisors
Texas
$215K -$50.7K -3,831 -19%
LPL Financial
45
LPL Financial
California
$211K -$39.6K -2,993 -16%
SIM
46
Sonora Investment Management
Arizona
$195K
NL
47
NWAM LLC
Washington
$185K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$169K +$170K +12,842 New
CCB
49
Cutter & Co Brokerage
Missouri
$167K
PFS
50
Prospera Financial Services
Texas
$165K