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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

93 hedge funds and large institutions have $124M invested in Invesco Trust Investment Grade Municipals in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$16.7M
2
Cerity Partners
2
Cerity Partners
New York
$2.9M
3
KIM
3
Karpus Investment Management
New York
$2.31M
4
GC
4
Guggenheim Capital
Illinois
$18.2M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.63M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$3.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$420K
4
Wells Fargo
4
Wells Fargo
California
$4.69M
5
Bank of America
5
Bank of America
North Carolina
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$807K +$22.5K +1,938 +3%
CA
27
Claro Advisors
Massachusetts
$679K – – –
ASN
28
Advisory Services Network
Georgia
$592K +$42.6K +3,663 +8%
HNW
29
High Note Wealth
Minnesota
$566K +$566K +48,778 New
DWM
30
Doyle Wealth Management
Florida
$562K +$562K +48,344 New
Ameriprise
31
Ameriprise
Minnesota
$540K +$158K +13,621 +42%
SFWA
32
Summit Financial Wealth Advisors
Louisiana
$492K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$483K -$62K -5,337 -11%
LCM
34
Landscape Capital Management
New Jersey
$434K +$434K +37,392 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$420K -$424K -36,531 -50%
Truist Financial
36
Truist Financial
North Carolina
$408K +$26.9K +2,316 +7%
SRC
37
Shufro Rose & Co
New York
$407K +$209K +18,000 +106%
MC
38
Moors & Cabot
Massachusetts
$383K +$383K +33,000 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$346K – – –
ECG
40
Edge Capital Group
Georgia
$336K – – –
PAG
41
Private Advisor Group
New Jersey
$320K +$320K +27,562 New
NA
42
NewEdge Advisors
Louisiana
$312K +$62.9K +5,400 +25%
SWM
43
Spire Wealth Management
Virginia
$271K -$59.4K -5,100 -18%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$256K +$256K +22,000 New
AA
45
AQR Arbitrage
Connecticut
$242K +$242K +20,799 New
RPCA
46
Running Point Capital Advisors
California
$232K +$232K +20,000 New
KAS
47
Kestra Advisory Services
Texas
$230K +$6.18K +532 +3%
PFS
48
Prospera Financial Services
Texas
$219K +$219K +18,859 New
OFW
49
Omnia Family Wealth
Florida
$218K – – –
IA
50
IFP Advisors
Florida
$216K +$216K +16,803 New
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