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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
LA
3
LexAurum Advisors
Kansas
$1.13M
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$30.9M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
RCM
3
Rivernorth Capital Management
Florida
$26.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.82M
5
VanEck Associates
5
VanEck Associates
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
ITIM
26
Indiana Trust & Investment Management
Indiana
$1.71M 172,000 -3,690 -2%
GP
27
Gridiron Partners
Pennsylvania
$1.49M 149,983 – –
Invesco
28
Invesco
Georgia
$1.43M 143,096 +2,174 +2%
RIL
29
Rothschild Investment LLC
Illinois
$1.13M 113,800 -17,000 -13%
LA
30
LexAurum Advisors
Kansas
$1.13M 113,651 +113,651 New
AIA
31
Absolute Investment Advisers
Florida
$1.08M 107,994 – –
CA
32
Claro Advisors
Massachusetts
$1.03M 103,518 -1,023 -1%
DWM
33
Dakota Wealth Management
Florida
$976K 98,000 -7,500 -7%
SWP
34
Stratos Wealth Partners
Ohio
$963K 96,717 -1,559 -2%
CCM
35
Cutler Capital Management
Massachusetts
$858K 86,117 – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$845K 84,821 +62,788 +285%
PAG
37
Private Advisor Group
New Jersey
$707K 70,968 -2,749 -4%
TWP
38
Tyche Wealth Partners
Texas
$703K 70,598 +3,234 +5%
WA
39
Whipplewood Advisors
Colorado
$648K 104,427 +39,010 +60%
CIAS
40
Capital Investment Advisory Services
North Carolina
$609K 61,189 +4,328 +8%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$566K 56,830 +139 +0.2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$514K 51,625 +360 +0.7%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$478K 47,965 +9,167 +24%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$473K 47,511 -507 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$466K 46,820 -1,161 -2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$436K 43,799 -7,678 -15%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$392K 39,312 +307 +0.8%
QL
48
Quarry LP
New York
$389K 39,036 – –
MWM
49
Melfa Wealth Management
Massachusetts
$372K 37,360 – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$324K 32,548 +2,059 +7%
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