VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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
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
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$11.8M
2
SIA
2
Sit Investment Associates
Minnesota
$13.5M
3
GC
3
Guggenheim Capital
Illinois
$16.5M
4
RCM
4
Robinson Capital Management
Michigan
$4.73M
5
PPA
5
Parametric Portfolio Associates
Washington
$10.1M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.31M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$4.31M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
26
6 Meridian
Kansas
$742K +$329K +27,371 +80%
Ameriprise
27
Ameriprise
Minnesota
$719K +$85.3K +7,092 +13%
BF
28
BOK Financial
Oklahoma
$686K +$30.1K +2,500 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$650K -$361K -30,051 -36%
LPL Financial
30
LPL Financial
California
$545K -$185K -15,391 -25%
First Trust Advisors
31
First Trust Advisors
Illinois
$541K -$1.22K -101 -0.2%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$521K – – –
Truist Financial
33
Truist Financial
North Carolina
$495K +$48.2K +4,000 +11%
DWM
34
Dakota Wealth Management
Florida
$383K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$370K +$9.08K +755 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$368K – – –
ECG
37
Edge Capital Group
Georgia
$349K -$72.3K -6,000 -17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$329K +$16.8K +1,398 +5%
CA
39
Claro Advisors
Massachusetts
$313K -$7.63K -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 +$225K +18,621 New
SRC
43
Shufro Rose & Co
New York
$207K -$3.61K -300 -2%
SIM
44
Sonora Investment Management
Arizona
$173K – – –
PFS
45
Prospera Financial Services
Texas
$170K +$30.1K +2,500 +22%
NL
46
NWAM LLC
Washington
$169K – – –
DDPIC
47
Deroy & Devereaux Private Investment Counsel
Michigan
$160K – – –
WS
48
Wedbush Securities
California
$156K -$7.23K -600 -4%
CIA
49
Capital Investment Advisors
Georgia
$150K – – –
MWM
50
Meridian Wealth Management
Kentucky
$132K – – –
1
2
3 4