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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

96 hedge funds and large institutions have $157M invested in Invesco Trust Investment Grade Municipals in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$6.01M
4
SIA
4
Sit Investment Associates
Minnesota
$19.1M
5
BI
5
Bramshill Investments
Florida
$20M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$113K
2
UBS Group
2
UBS Group
Switzerland
$2.25M
3
RCM
3
Rivernorth Capital Management
Florida
$14.7M
4
Invesco
4
Invesco
Georgia
$936K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$553K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Cutler Capital Management
Massachusetts
$865K – – –
MC
27
Moors & Cabot
Massachusetts
$834K +$80.4K +8,000 +11%
RJA
28
Raymond James & Associates
Florida
$821K -$101K -10,042 -11%
HighTower Advisors
29
HighTower Advisors
Illinois
$753K +$753K +75,266 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$686K +$2.14K +213 +0.3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$553K -$431K -42,897 -44%
DWM
32
Dakota Wealth Management
Florida
$546K +$546K +54,300 New
Ameriprise
33
Ameriprise
Minnesota
$511K +$73.6K +7,542 +17%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$494K +$129K +12,800 +35%
WAM
35
Weiss Asset Management
Massachusetts
$485K +$485K +48,264 New
First Trust Advisors
36
First Trust Advisors
Illinois
$445K -$117K -11,636 -21%
VF
37
Virtu Financial
New York
$442K +$442K +43,983 New
Cerity Partners
38
Cerity Partners
New York
$422K – – –
MWM
39
Melfa Wealth Management
Massachusetts
$375K +$375K +37,360 New
ASN
40
Advisory Services Network
Georgia
$360K -$201K -19,986 -36%
HNW
41
High Note Wealth
Minnesota
$323K -$189K -18,771 -37%
HI
42
Harbour Investments
Wisconsin
$278K -$71K -7,061 -20%
LCM
43
Landscape Capital Management
New Jersey
$255K -$61.2K -6,085 -19%
RPCA
44
Running Point Capital Advisors
California
$201K – – –
OFW
45
Omnia Family Wealth
Florida
$189K – – –
KAS
46
Kestra Advisory Services
Texas
$186K -$55.9K -5,567 -23%
NA
47
NewEdge Advisors
Louisiana
$181K +$3.4K +350 +2%
ECG
48
Edge Capital Group
Georgia
$181K -$110K -10,950 -38%
HSA
49
HBK Sorce Advisory
Pennsylvania
$178K +$178K +17,722 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$176K – – –
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