VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

89 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
Melone Private Wealth
Michigan
$2.26M
2
GC
2
Guggenheim Capital
Illinois
$20.2M
3
Invesco
3
Invesco
Georgia
$1.76M
4
BI
4
Bramshill Investments
Florida
$26.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$267K
2
HI
2
Harbour Investments
Wisconsin
$317K
3
PPA
3
Parametric Portfolio Associates
Washington
$3.05M
4
UBS Group
4
UBS Group
Switzerland
$6.6M
5
AAM
5
Advisors Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$660K 47,250 +8,000 +20%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$656K 46,944 -6,200 -12%
COLIM
28
City of London Investment Management
United Kingdom
$628K 45,000 – –
6M
29
6 Meridian
Kansas
$608K 43,502 -4,841 -10%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$586K 42,358 – –
Truist Financial
31
Truist Financial
North Carolina
$459K 32,832 +11,115 +51%
Ameriprise
32
Ameriprise
Minnesota
$458K 32,817 +7,528 +30%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$455K 32,591 -4,035 -11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$416K 29,802 – –
ECG
35
Edge Capital Group
Georgia
$404K 28,950 – –
SWM
36
Spire Wealth Management
Virginia
$396K 28,380 +1,000 +4%
Cerity Partners
37
Cerity Partners
New York
$330K 23,652 +23,652 New
HI
38
Harbour Investments
Wisconsin
$317K 22,697 -90,052 -80%
NA
39
NewEdge Advisors
Louisiana
$299K 21,389 +21,389 New
KAS
40
Kestra Advisory Services
Texas
$269K 19,266 +158 +0.8%
Citadel Advisors
41
Citadel Advisors
Florida
$267K 19,138 -253,132 -93%
OFW
42
Omnia Family Wealth
Florida
$263K 18,796 – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$244K 17,500 – –
SRC
44
Shufro Rose & Co
New York
$237K 17,000 – –
FAIM
45
Financial Advocates Investment Management
Washington
$232K 16,623 +272 +2%
SIMG
46
Sonora Investment Management Group
Arizona
$200K 14,328 +14,328 New
ZIG
47
Zullo Investment Group
Pennsylvania
$189K 13,500 +13,500 New
WS
48
Wedbush Securities
California
$187K 13,401 -750 -5%
CIA
49
Capital Investment Advisors
Georgia
$174K 12,425 – –
KA
50
Kercheville Advisors
Texas
$171K 12,266 +19 +0.2%
1
2
3 4