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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

72 hedge funds and large institutions have $59.9M invested in Invesco Trust Investment Grade Municipals in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$7.3M
2
MIG
2
Mariner Investment Group
New York
$2.5M
3
RCM
3
Rivernorth Capital Management
Florida
$2.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.6M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$1.07M
2
FTCM
2
Fir Tree Capital Management
New York
$0
3
SIA
3
Sit Investment Associates
Minnesota
$5.45M
4
VAM
4
Visium Asset Management
New York
$0
5
First Manhattan
5
First Manhattan
New York
$6K
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$94K 7,681 +304 +4%
PCM
52
Prelude Capital Management
New York
$91K 7,500 +7,500 New
Citigroup
53
Citigroup
New York
$72K 5,959 +1,512 +34%
M&T Bank
54
M&T Bank
New York
$71K 5,851 – –
MA
55
MUFG Americas
New York
$61K 5,000 – –
Creative Planning
56
Creative Planning
Kansas
$59K 4,884 -5,393 -52%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$58K 4,751 +477 +11%
EWM
58
Evercore Wealth Management
New York
$43K 3,570 – –
1IC
59
1919 Investment Counsel
Maryland
$38K 3,042 – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$30K 2,500 -2,700 -52%
FNBT
61
FineMark National Bank & Trust
Florida
$25K 2,091 +1,494 +250%
WA
62
Waverly Advisors
Alabama
$20K 1,650 +1,650 New
KPCM
63
Kings Point Capital Management
New York
$14K 1,170 – –
PSUF
64
People's United Financial
Connecticut
$12K 1,000 – –
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$8K 619 +619 New
DOA
66
D'Orazio & Associates
Virginia
$8K 685 +685 New
First Manhattan
67
First Manhattan
New York
$6K 509 -35,891 -99%
LFR
68
Lehman Financial Resources
Pennsylvania
$4K 292 – –
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$3K 274 -3,758 -93%
FFC
70
First Financial Corp
Indiana
$2K 200 – –
TRCT
71
Tower Research Capital (TRC)
New York
$1K 112 -888 -89%
NES
72
New England Securities
New York
$1K 87 – –
OFG
73
OTA Financial Group
New York
$286 23,560 +23,560 New
FTCM
74
Fir Tree Capital Management
New York
– – -759,850 Closed
VAM
75
Visium Asset Management
New York
– – -38,124 Closed
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