We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

109 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

6% more funds holding

Funds holding: 103109 (+6)

1.13% more ownership

Funds ownership: 37.48%38.61% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $215M → $211M (-$3.11M)

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
26
Gridiron Partners
Pennsylvania
$1.51M
AAM
27
Advisors Asset Management
Colorado
$1.5M +$1.52M +148,210 New
Invesco
28
Invesco
Georgia
$1.42M +$516K +50,212 +55%
RIL
29
Rothschild Investment LLC
Illinois
$1.32M
AIA
30
Absolute Investment Advisers
Florida
$1.09M +$217K +21,094 +24%
DWM
31
Dakota Wealth Management
Florida
$1.07M +$159K +15,500 +17%
CA
32
Claro Advisors
Massachusetts
$1.06M -$27K -2,624 -2%
SWP
33
Stratos Wealth Partners
Ohio
$993K +$2.86K +278 +0.3%
CCM
34
Cutler Capital Management
Massachusetts
$870K
PAG
35
Private Advisor Group
New Jersey
$745K -$2.22K -216 -0.3%
TWP
36
Tyche Wealth Partners
Texas
$680K -$43K -4,180 -6%
WA
37
Whipplewood Advisors
Colorado
$661K +$673K +65,417 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$574K +$21.9K +2,126 +4%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$573K +$3.34K +325 +0.6%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$520K -$94K -9,142 -15%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$518K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$485K -$8.17K -795 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$485K +$46.9K +4,565 +11%
AA
44
AQR Arbitrage
Connecticut
$438K -$1.93M -187,391 -81%
QL
45
Quarry LP
New York
$394K +$74.4K +7,236 +23%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$394K +$15.5K +1,504 +4%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$392K +$61.1K +5,940 +18%
MWM
48
Melfa Wealth Management
Massachusetts
$377K
N
49
Nuveen
North Carolina
$363K +$227K +22,109 +159%
BF
50
BOK Financial
Oklahoma
$313K