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Invesco Trust Investment Grade Municipals

78 hedge funds and large institutions have $143M invested in Invesco Trust Investment Grade Municipals in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $142M → $143M (+$1.05M)

0.61% less ownership

Funds ownership: 19.4%18.79% (-0.61%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

3% less funds holding

Funds holding: 8078 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$631K
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$594K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$591K -$1.65K -119 -0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$531K -$29.7K -2,140 -5%
ACA
30
Ackerman Capital Advisors
Texas
$499K +$494K +35,621 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$418K
ECG
32
Edge Capital Group
Georgia
$406K
Ameriprise
33
Ameriprise
Minnesota
$367K -$365K -26,330 -50%
SWM
34
Spire Wealth Management
Virginia
$338K +$27.7K +2,000 +9%
ASN
35
Advisory Services Network
Georgia
$322K
Truist Financial
36
Truist Financial
North Carolina
$281K -$13.9K -1,000 -5%
KAS
37
Kestra Advisory Services
Texas
$266K +$2.16K +156 +0.8%
OFW
38
Omnia Family Wealth
Florida
$264K
CIAS
39
Capital Investment Advisory Services
North Carolina
$245K
SRC
40
Shufro Rose & Co
New York
$231K
FAIM
41
Financial Advocates Investment Management
Washington
$230K -$17.9K -1,293 -7%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$222K -$20.8K -1,500 -9%
PFS
43
Prospera Financial Services
Texas
$213K
SIM
44
Sonora Investment Management
Arizona
$201K
WS
45
Wedbush Securities
California
$198K -$4.16K -300 -2%
CAM
46
Concorde Asset Management
Michigan
$189K +$186K +13,450 New
CIA
47
Capital Investment Advisors
Georgia
$174K
BAM
48
Belpointe Asset Management
Nevada
$168K -$8.31K -600 -5%
NL
49
NWAM LLC
Washington
$162K
GIP
50
Greatmark Investment Partners
Georgia
$158K