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Invesco Trust Investment Grade Municipals

85 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $164M → $152M (-$12.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.82M
2 -$1.46M
3 -$829K
4
UBS Group
UBS Group
Switzerland
-$405K
5
Cerity Partners
Cerity Partners
New York
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$833K
27
$750K
28
$732K
29
$681K
30
$664K
31
$663K
32
$638K
33
$593K
34
$466K
35
$457K
36
$443K
37
$390K
38
$348K
39
$345K
40
$318K
41
$265K
42
$243K
43
$229K
44
$220K
45
$218K
46
$202K
47
$188K
48
$188K
49
$187K
50
$172K