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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

80 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.96M
2
UBS Group
2
UBS Group
Switzerland
$6.85M
3
COLIM
3
City of London Investment Management
United Kingdom
$607K
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$539K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.01M
2
SIA
2
Sit Investment Associates
Minnesota
$12M
3
OCM
3
Orser Capital Management
Texas
$0
4
6M
4
6 Meridian
Kansas
$0
5
BI
5
Bramshill Investments
Florida
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$760K +$82.7K +6,134 +12%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$728K -$217K -16,124 -23%
Ameriprise
28
Ameriprise
Minnesota
$707K -$49.3K -3,661 -7%
COLIM
29
City of London Investment Management
United Kingdom
$607K +$607K +45,000 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$570K +$270 +20 +0%
SFWA
31
Summit Financial Wealth Advisors
Louisiana
$560K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$539K +$207K +15,353 +62%
CA
33
Claro Advisors
Massachusetts
$456K +$98.9K +7,340 +28%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$402K – – –
ECG
35
Edge Capital Group
Georgia
$390K – – –
ASN
36
Advisory Services Network
Georgia
$310K +$80.8K +5,996 +35%
SWM
37
Spire Wealth Management
Virginia
$298K +$298K +22,080 New
Truist Financial
38
Truist Financial
North Carolina
$284K – – –
KAS
39
Kestra Advisory Services
Texas
$253K -$509K -37,822 -67%
OFW
40
Omnia Family Wealth
Florida
$253K – – –
FAIM
41
Financial Advocates Investment Management
Washington
$239K -$7.58K -561 -3%
CIAS
42
Capital Investment Advisory Services
North Carolina
$236K – – –
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$233K +$3.61K +268 +2%
SRC
44
Shufro Rose & Co
New York
$222K -$5.38K -400 -2%
PFS
45
Prospera Financial Services
Texas
$204K +$14.2K +1,053 +7%
WS
46
Wedbush Securities
California
$195K +$20.2K +1,500 +12%
SIM
47
Sonora Investment Management
Arizona
$193K – – –
PCA
48
Peddock Capital Advisors
Massachusetts
$179K +$179K +13,300 New
BAM
49
Belpointe Asset Management
Nevada
$170K +$5.39K +400 +3%
CIA
50
Capital Investment Advisors
Georgia
$167K – – –
1
2
3 4