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Invesco Trust Investment Grade Municipals
VGM
VGM
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
23% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 26
1.83% more ownership
Funds ownership: 31.21% → 33.04% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 91 → 85 (-6)
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
-6
Holders Change %
-6.59%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.11M |
| 2 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
-$1.46M |
| 3 |
BlackRock
New York
|
-$915K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$447K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$339K |
