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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.9M
2
RCM
2
Rivernorth Capital Management
Florida
$15M
3
Wells Fargo
3
Wells Fargo
California
$3.74M
4
KIM
4
Karpus Investment Management
New York
$3.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.47M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$393K
2
BI
2
Bramshill Investments
Florida
$17M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.75M
4
DWM
4
Dakota Wealth Management
Florida
$0
5
HNW
5
High Note Wealth
Minnesota
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$801K +$313K +33,402 +64%
RCM
27
Robinson Capital Management
Michigan
$750K +$300K +31,988 +67%
MC
28
Moors & Cabot
Massachusetts
$702K +$46.8K +5,000 +7%
PAG
29
Private Advisor Group
New Jersey
$671K +$150K +16,004 +29%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$637K +$247K +26,401 +63%
H6H
31
Hightower 6M Holding
Kansas
$632K +$439K +46,825 +227%
First Trust Advisors
32
First Trust Advisors
Illinois
$523K -$149K -15,921 -22%
ASN
33
Advisory Services Network
Georgia
$522K -$74.7K -7,986 -13%
HNW
34
High Note Wealth
Minnesota
$462K -$185K -20,356 -29%
Ameriprise
35
Ameriprise
Minnesota
$420K +$1.69K +180 +0.4%
Cerity Partners
36
Cerity Partners
New York
$393K -$1.93M -206,451 -83%
HI
37
Harbour Investments
Wisconsin
$365K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$341K – – –
SRC
39
Shufro Rose & Co
New York
$323K -$4.68K -500 -1%
LCM
40
Landscape Capital Management
New Jersey
$294K +$125K +13,400 +74%
WAM
41
Wolverine Asset Management
Illinois
$272K +$272K +29,076 New
ECG
42
Edge Capital Group
Georgia
$271K – – –
WCM
43
WealthBridge Capital Management
Ohio
$235K – – –
KAS
44
Kestra Advisory Services
Texas
$226K +$38.2K +4,080 +20%
GCP
45
Gill Capital Partners
Colorado
$221K +$221K +23,593 New
IA
46
IFP Advisors
Florida
$217K +$26 +2 +0%
RPCA
47
Running Point Capital Advisors
California
$187K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$183K +$20.2K +2,150 +12%
OFW
49
Omnia Family Wealth
Florida
$176K – – –
NA
50
NewEdge Advisors
Louisiana
$172K -$44.1K -4,700 -20%
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