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Invesco Trust Investment Grade Municipals

90 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, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more funds holding

Funds holding: 8090 (+10)

3% more capital invested

Capital invested by funds: $138M → $142M (+$3.53M)

0.1% more ownership

Funds ownership: 18.65%18.74% (+0.1%)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$660K +$109K +8,000 +20%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$656K -$84.8K -6,200 -12%
COLIM
28
City of London Investment Management
United Kingdom
$628K
6M
29
6 Meridian
Kansas
$608K -$66.2K -4,841 -10%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$586K
Truist Financial
31
Truist Financial
North Carolina
$459K +$152K +11,115 +51%
Ameriprise
32
Ameriprise
Minnesota
$458K +$103K +7,528 +30%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$455K -$55.2K -4,035 -11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$416K
ECG
35
Edge Capital Group
Georgia
$404K
SWM
36
Spire Wealth Management
Virginia
$396K +$13.7K +1,000 +4%
Cerity Partners
37
Cerity Partners
New York
$330K +$323K +23,652 New
HI
38
Harbour Investments
Wisconsin
$317K -$1.23M -90,052 -80%
NA
39
NewEdge Advisors
Louisiana
$299K +$293K +21,389 New
KAS
40
Kestra Advisory Services
Texas
$269K +$2.16K +158 +0.8%
Citadel Advisors
41
Citadel Advisors
Florida
$267K -$3.46M -253,132 -93%
OFW
42
Omnia Family Wealth
Florida
$263K
CIAS
43
Capital Investment Advisory Services
North Carolina
$244K
SRC
44
Shufro Rose & Co
New York
$237K
FAIM
45
Financial Advocates Investment Management
Washington
$232K +$3.72K +272 +2%
SIMG
46
Sonora Investment Management Group
Arizona
$200K +$196K +14,328 New
ZIG
47
Zullo Investment Group
Pennsylvania
$189K +$185K +13,500 New
WS
48
Wedbush Securities
California
$187K -$10.3K -750 -5%
CIA
49
Capital Investment Advisors
Georgia
$174K
KA
50
Kercheville Advisors
Texas
$171K +$260 +19 +0.2%