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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

115 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
39
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
SIA
2
Sit Investment Associates
Minnesota
$6.91M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
RCM
4
Rivernorth Capital Management
Florida
$15.6M
5
Truist Financial
5
Truist Financial
North Carolina
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$350K 36,931 +36,931 New
MHS
52
M Holdings Securities
Oregon
$318K 33,530 +33,530 New
SFG
53
Sovereign Financial Group
Connecticut
$289K 30,430 +2,481 +9%
Cohen & Steers
54
Cohen & Steers
New York
$285K 30,000 – –
PFS
55
Prospera Financial Services
Texas
$269K 28,356 +12,750 +82%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$267K 28,131 -4,417 -14%
BB
57
Burford Brothers
Texas
$262K 27,625 +27,625 New
HI
58
Harbour Investments
Wisconsin
$241K 25,352 +3,576 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$230K 24,264 +4,949 +26%
NA
60
NewEdge Advisors
Louisiana
$219K 23,070 -600 -3%
SG
61
StoneX Group
New York
$216K 22,802 +3,306 +17%
WCM
62
WealthBridge Capital Management
Ohio
$214K 22,500 +2,500 +13%
CA
63
Calton & Associates
Florida
$209K 21,999 +8,789 +67%
RP
64
Riverbridge Partners
Minnesota
$206K 21,707 +1,087 +5%
SFA
65
Sequoia Financial Advisors
Ohio
$199K 20,953 +20,953 New
KAS
66
Kestra Advisory Services
Texas
$194K 20,471 -651 -3%
SQA
67
Simon Quick Advisors
New Jersey
$188K 19,801 +474 +2%
NL
68
Nuveen LLC
North Carolina
$177K 18,694 – –
Cerity Partners
69
Cerity Partners
New York
$176K 18,539 -3,091 -14%
First Trust Advisors
70
First Trust Advisors
Illinois
$174K 18,292 +2,987 +20%
FPAS
71
Focus Partners Advisor Solutions
Missouri
$169K 17,818 +17,818 New
AAS
72
Avantax Advisory Services
Texas
$168K 17,674 +17,674 New
AC
73
AlphaCore Capital
California
$152K 16,040 +319 +2%
WAAG
74
Wealth Alliance Advisory Group
Kansas
$149K 15,737 – –
IFWM
75
Institute for Wealth Management
Colorado
$143K 15,100 – –
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3
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