VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

80 hedge funds and large institutions have $143M invested in Invesco Trust Investment Grade Municipals in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
$25M
2
RCM
Rivernorth Capital Management
Florida
$20.5M
3
OCM
Orser Capital Management
Texas
$848K
4
UBS Group
UBS Group
Switzerland
$5.88M
5
KAS
Kestra Advisory Services
Texas
$741K

Top Sellers

1
KIM
Karpus Investment Management
New York
$3.79M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
3
GC
Guggenheim Capital
Illinois
$16.9M
4
Wells Fargo
Wells Fargo
California
$5.76M
5
AAM
Advisors Asset Management
Colorado
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
26
6 Meridian
Kansas
$743K +$2.18K +165 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$742K -$83.6K -6,326 -10%
KAS
28
Kestra Advisory Services
Texas
$741K +$499K +38,145 +206%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$718K -$9.18K -695 -1%
First Trust Advisors
30
First Trust Advisors
Illinois
$664K +$30.3K +2,290 +5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$558K +$154K +11,674 +38%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$526K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$394K +$26.4K +2,000 +7%
ECG
34
Edge Capital Group
Georgia
$382K – – –
CA
35
Claro Advisors
Massachusetts
$350K +$7.12K +539 +2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$326K -$37.6K -2,851 -10%
Truist Financial
37
Truist Financial
North Carolina
$278K -$322K -24,392 -54%
OFW
38
Omnia Family Wealth
Florida
$248K – – –
FAIM
39
Financial Advocates Investment Management
Washington
$241K -$2.46K -186 -1%
CIAS
40
Capital Investment Advisory Services
North Carolina
$231K +$231K +17,500 New
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$225K +$3.96K +300 +2%
ASN
42
Advisory Services Network
Georgia
$225K +$159K +12,004 +240%
SRC
43
Shufro Rose & Co
New York
$223K – – –
SIM
44
Sonora Investment Management
Arizona
$189K – – –
PFS
45
Prospera Financial Services
Texas
$186K – – –
NL
46
NWAM LLC
Washington
$186K – – –
BWP
47
Bernardo Wealth Planning
Pennsylvania
$178K – – –
DWM
48
Dakota Wealth Management
Florida
$176K -$192K -14,500 -52%
WS
49
Wedbush Securities
California
$171K -$2.64K -200 -2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$167K +$13.4K +1,010 +9%
1
2
3 4