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Invesco Trust Investment Grade Municipals
VGM
VGM
89 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1.7% more ownership
Funds ownership: 22.37% → 24.07% (+1.7%)
1% more funds holding
Funds holding: 88 → 89 (+1)
4% less capital invested
Capital invested by funds: $128M → $122M (-$5.45M)
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Cerity Partners
New York
|
-$2.16M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.03M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$286K |
| 4 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$228K |
| 5 |
HNW
High Note Wealth
Deephaven,
Minnesota
|
-$213K |
