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Invesco Trust Investment Grade Municipals

79 hedge funds and large institutions have $133M invested in Invesco Trust Investment Grade Municipals in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $122M → $133M (+$11.6M)

1.73% more ownership

Funds ownership: 18.66%20.39% (+1.7%)

7% less funds holding

Funds holding: 8579 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
23
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
26
6 Meridian
Kansas
$742K +$325K +27,371 +80%
Ameriprise
27
Ameriprise
Minnesota
$719K +$84.2K +7,092 +13%
BF
28
BOK Financial
Oklahoma
$686K +$29.7K +2,500 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$650K -$357K -30,051 -36%
LPL Financial
30
LPL Financial
California
$545K -$183K -15,391 -25%
First Trust Advisors
31
First Trust Advisors
Illinois
$541K -$1.2K -101 -0.2%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$521K
Truist Financial
33
Truist Financial
North Carolina
$495K +$47.5K +4,000 +11%
DWM
34
Dakota Wealth Management
Florida
$383K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$370K +$8.97K +755 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$368K
ECG
37
Edge Capital Group
Georgia
$349K -$71.2K -6,000 -17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$329K +$16.6K +1,398 +5%
CA
39
Claro Advisors
Massachusetts
$313K -$7.52K -633 -2%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$262K
OFW
41
Omnia Family Wealth
Florida
$226K
FAIM
42
Financial Advocates Investment Management
Washington
$225K +$221K +18,621 New
SRC
43
Shufro Rose & Co
New York
$207K -$3.56K -300 -2%
SIM
44
Sonora Investment Management
Arizona
$173K
PFS
45
Prospera Financial Services
Texas
$170K +$29.7K +2,500 +22%
NL
46
NWAM LLC
Washington
$169K
DDPIC
47
Deroy & Devereaux Private Investment Counsel
Michigan
$160K
WS
48
Wedbush Securities
California
$156K -$7.13K -600 -4%
CIA
49
Capital Investment Advisors
Georgia
$150K
MWM
50
Meridian Wealth Management
Kentucky
$132K