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Invesco Trust Investment Grade Municipals

108 hedge funds and large institutions have $205M invested in Invesco Trust Investment Grade Municipals in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.62% less ownership

Funds ownership: 38.61%37.99% (-0.62%)

1% less funds holding

Funds holding: 109108 (-1)

3% less capital invested

Capital invested by funds: $211M → $205M (-$6.51M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
26
Indiana Trust & Investment Management
Indiana
$1.71M -$37.3K -3,690 -2%
GP
27
Gridiron Partners
Pennsylvania
$1.49M
Invesco
28
Invesco
Georgia
$1.43M +$22K +2,174 +2%
RIL
29
Rothschild Investment LLC
Illinois
$1.13M -$172K -17,000 -13%
LA
30
LexAurum Advisors
Kansas
$1.13M +$1.15M +113,651 New
AIA
31
Absolute Investment Advisers
Florida
$1.08M
CA
32
Claro Advisors
Massachusetts
$1.03M -$10.3K -1,023 -1%
DWM
33
Dakota Wealth Management
Florida
$976K -$75.8K -7,500 -7%
SWP
34
Stratos Wealth Partners
Ohio
$963K -$15.8K -1,559 -2%
CCM
35
Cutler Capital Management
Massachusetts
$858K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$845K +$634K +62,788 +285%
PAG
37
Private Advisor Group
New Jersey
$707K -$27.8K -2,749 -4%
TWP
38
Tyche Wealth Partners
Texas
$703K +$32.7K +3,234 +5%
WA
39
Whipplewood Advisors
Colorado
$648K +$394K +39,010 +60%
CIAS
40
Capital Investment Advisory Services
North Carolina
$609K +$43.7K +4,328 +8%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$566K +$1.41K +139 +0.2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$514K +$3.64K +360 +0.7%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$478K +$92.6K +9,167 +24%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$473K -$5.12K -507 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$466K -$11.7K -1,161 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$436K -$77.6K -7,678 -15%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$392K +$3.1K +307 +0.8%
QL
48
Quarry LP
New York
$389K
MWM
49
Melfa Wealth Management
Massachusetts
$372K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$324K +$20.8K +2,059 +7%