VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Invesco Trust Investment Grade Municipals in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$20.9M
2
Wells Fargo
2
Wells Fargo
California
$5.85M
3
UBS Group
3
UBS Group
Switzerland
$5.02M
4
PPA
4
Parametric Portfolio Associates
Washington
$10.7M
5
LPL Financial
5
LPL Financial
California
$827K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
KIM
2
Karpus Investment Management
New York
$10.9M
3
SIA
3
Sit Investment Associates
Minnesota
$12.6M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$770K +$62.1K +5,000 +9%
6M
27
6 Meridian
Kansas
$697K -$69.2K -5,570 -9%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$683K +$12.5K +1,005 +2%
First Trust Advisors
29
First Trust Advisors
Illinois
$596K +$37.4K +3,011 +7%
Truist Financial
30
Truist Financial
North Carolina
$564K +$53.6K +4,319 +11%
SFWA
31
Summit Financial Wealth Advisors
Louisiana
$525K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$380K – – –
ECG
33
Edge Capital Group
Georgia
$360K – – –
DWM
34
Dakota Wealth Management
Florida
$345K -$49.6K -4,000 -13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$345K +$5.63K +454 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$342K -$39.8K -3,204 -10%
CA
37
Claro Advisors
Massachusetts
$323K – – –
OFW
38
Omnia Family Wealth
Florida
$233K – – –
FAIM
39
Financial Advocates Investment Management
Washington
$229K -$2.25K -181 -1%
KAS
40
Kestra Advisory Services
Texas
$229K +$229K +18,476 New
ACA
41
Ackerman Capital Advisors
Texas
$223K +$223K +17,986 New
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$213K -$63.7K -5,000 -23%
SRC
43
Shufro Rose & Co
New York
$210K -$3.73K -300 -2%
JWCA
44
J.W. Cole Advisors
Florida
$196K +$196K +15,782 New
SIM
45
Sonora Investment Management
Arizona
$178K – – –
PFS
46
Prospera Financial Services
Texas
$175K -$12 -1 -0%
NL
47
NWAM LLC
Washington
$175K – – –
BWP
48
Bernardo Wealth Planning
Pennsylvania
$167K +$167K +13,500 New
WS
49
Wedbush Securities
California
$163K +$2.48K +200 +2%
CIA
50
Capital Investment Advisors
Georgia
$154K – – –
1
2
3 4