VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

116 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
39
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$10.3M
2
Wells Fargo
Wells Fargo
California
$5.22M
3
Bank of America
Bank of America
North Carolina
$4.12M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$646K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$559K

Top Sellers

1
KIM
Karpus Investment Management
New York
$17.3M
2
SIA
Sit Investment Associates
Minnesota
$6.91M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
4
RCM
Rivernorth Capital Management
Florida
$15.6M
5
Truist Financial
Truist Financial
North Carolina
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$1.59M +$512K +53,905 +47%
GP
27
Gridiron Partners
Pennsylvania
$1.42M – – –
AIA
28
Absolute Investment Advisers
Florida
$1.27M +$249K +26,217 +24%
CA
29
Claro Advisors
Massachusetts
$981K -$1.14K -120 -0.1%
SWP
30
Stratos Wealth Partners
Ohio
$972K +$53.9K +5,683 +6%
Invesco
31
Invesco
Georgia
$966K -$392K -41,346 -29%
DWM
32
Dakota Wealth Management
Florida
$922K -$7.59K -800 -0.8%
CCM
33
Cutler Capital Management
Massachusetts
$817K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$805K – – –
RIL
35
Rothschild Investment LLC
Illinois
$791K -$289K -30,500 -27%
PAG
36
Private Advisor Group
New Jersey
$676K +$2.75K +290 +0.4%
TWP
37
Tyche Wealth Partners
Texas
$670K – – –
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$646K +$646K +68,105 New
WA
39
Whipplewood Advisors
Colorado
$621K -$370K -38,969 -37%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$601K +$150K +15,778 +33%
CIAS
41
Capital Investment Advisory Services
North Carolina
$581K +$275 +29 +0%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$577K +$348K +36,707 +153%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$559K +$559K +58,949 New
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$532K -$7.54K -794 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$510K +$38.1K +3,781 +8%
QL
46
Quarry LP
New York
$509K +$139K +14,647 +38%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$487K -$3.42K -360 -0.7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$424K +$8.26K +870 +2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$380K +$6.72K +708 +2%
MWM
50
Melfa Wealth Management
Massachusetts
$355K – – –
1
2
3 4 5