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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

79 hedge funds and large institutions have $138M invested in Invesco Trust Investment Grade Municipals in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.73M
2
Invesco
2
Invesco
Georgia
$853K
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
6M
4
6 Meridian
Kansas
$662K
5
LPL Financial
5
LPL Financial
California
$1.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.17M
2
RCM
2
Rivernorth Capital Management
Florida
$16.6M
3
MSL
3
Mackay Shields LLC
New York
$0
4
BI
4
Bramshill Investments
Florida
$25.3M
5
AAM
5
Advisors Asset Management
Colorado
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Claro Advisors
Massachusetts
$672K +$14.8K +1,082 +2%
6M
27
6 Meridian
Kansas
$662K +$662K +48,343 New
COLIM
28
City of London Investment Management
United Kingdom
$618K – – –
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$580K – – –
ASN
30
Advisory Services Network
Georgia
$537K +$222K +16,250 +71%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$513K -$5.22K -382 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$502K -$320K -23,311 -39%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$408K – – –
ECG
34
Edge Capital Group
Georgia
$396K – – –
SWM
35
Spire Wealth Management
Virginia
$375K +$45.2K +3,300 +14%
AAM
36
Advisors Asset Management
Colorado
$352K -$553K -40,445 -61%
Ameriprise
37
Ameriprise
Minnesota
$346K -$11.7K -856 -3%
Truist Financial
38
Truist Financial
North Carolina
$297K +$22.8K +1,670 +8%
KAS
39
Kestra Advisory Services
Texas
$262K +$2.1K +153 +0.8%
OFW
40
Omnia Family Wealth
Florida
$257K – – –
CIAS
41
Capital Investment Advisory Services
North Carolina
$240K – – –
SRC
42
Shufro Rose & Co
New York
$233K +$6.85K +500 +3%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$229K +$12.3K +900 +6%
FAIM
44
Financial Advocates Investment Management
Washington
$224K -$671 -49 -0.3%
SIM
45
Sonora Investment Management
Arizona
$196K – – –
WS
46
Wedbush Securities
California
$194K – – –
CAM
47
Concorde Asset Management
Michigan
$184K – – –
CIA
48
Capital Investment Advisors
Georgia
$170K – – –
KA
49
Kercheville Advisors
Texas
$168K +$168K +12,247 New
BAM
50
Belpointe Asset Management
Nevada
$164K – – –
1
2
3 4