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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco Trust Investment Grade Municipals in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.09M
3
Truist Financial
3
Truist Financial
North Carolina
$4.14M
4
BlackRock
4
BlackRock
New York
$2.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$3.49M
3
CA
3
Claro Advisors
Massachusetts
$0
4
H6H
4
Hightower 6M Holding
Kansas
$217K
5
DWM
5
Doyle Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
26
Greatmark Investment Partners
Georgia
$866K +$748K +71,000 +631%
First Trust Advisors
27
First Trust Advisors
Illinois
$756K -$435K -41,276 -36%
HNW
28
High Note Wealth
Minnesota
$750K +$236K +22,444 +46%
MC
29
Moors & Cabot
Massachusetts
$737K +$390K +37,000 +112%
ASN
30
Advisory Services Network
Georgia
$671K +$135K +12,851 +25%
PAG
31
Private Advisor Group
New Jersey
$586K +$296K +28,132 +102%
AA
32
AQR Arbitrage
Connecticut
$549K +$330K +31,356 +151%
RCM
33
Robinson Capital Management
Michigan
$510K +$510K +47,952 New
Ameriprise
34
Ameriprise
Minnesota
$470K -$18.7K -1,775 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$439K +$58.1K +5,517 +15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$383K +$69.4K +6,599 +22%
SRC
37
Shufro Rose & Co
New York
$369K – – –
HI
38
Harbour Investments
Wisconsin
$365K +$365K +34,705 New
SFWA
39
Summit Financial Wealth Advisors
Louisiana
$364K -$86.8K -8,158 -19%
ECG
40
Edge Capital Group
Georgia
$305K – – –
NA
41
NewEdge Advisors
Louisiana
$243K -$39.8K -3,769 -14%
WCM
42
WealthBridge Capital Management
Ohio
$235K +$235K +22,300 New
DWM
43
Dakota Wealth Management
Florida
$228K +$228K +21,648 New
H6H
44
Hightower 6M Holding
Kansas
$217K -$568K -54,043 -72%
IA
45
IFP Advisors
Florida
$216K – – –
RPCA
46
Running Point Capital Advisors
California
$211K – – –
KAS
47
Kestra Advisory Services
Texas
$211K +$2.47K +234 +1%
SWM
48
Spire Wealth Management
Virginia
$208K -$36.8K -3,500 -15%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$200K -$235K -22,460 -54%
OFW
50
Omnia Family Wealth
Florida
$198K – – –
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