VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

87 hedge funds and large institutions have $77M invested in Invesco Trust Investment Grade Municipals in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
25
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.22M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$6.19M
3
SIA
3
Sit Investment Associates
Minnesota
$7.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$5M
5
LCM
5
Landscape Capital Management
New Jersey
$1.05M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.21M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$334K
3
DA
3
Doliver Advisors
Texas
$0
4
VanEck Associates
4
VanEck Associates
New York
$1.52M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
51
Allegis Investment Advisors
Idaho
$199K 15,593 +15,593 New
RJT
52
Raymond James Trust
Florida
$192K 15,025 – –
SG
53
Strid Group
Pennsylvania
$191K 15,000 – –
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$182K 14,254 +2,039 +17%
PAG
55
Private Advisor Group
New Jersey
$182K 14,150 +2,048 +17%
NL
56
NWAM LLC
Washington
$179K 14,070 – –
US Bancorp
57
US Bancorp
Minnesota
$175K 13,708 +650 +5%
CCB
58
Cutter & Co Brokerage
Missouri
$161K 12,635 – –
PFS
59
Prospera Financial Services
Texas
$159K 12,507 +12,507 New
KLI
60
Kelman-Lazarov Inc
Tennessee
$153K 12,000 – –
IH
61
IFC Holdings
Florida
$140K 11,005 +11,005 New
HH
62
Hilltop Holdings
Texas
$139K 10,880 – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$111K 8,900 -375 -4%
TWA
64
TCI Wealth Advisors
Arizona
$97K 7,607 +7,607 New
GWM
65
Geneos Wealth Management
Colorado
$96K 7,600 +55 +0.7%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$82K 6,466 +4,987 +337%
IWA
67
IBEX Wealth Advisors
New Jersey
$62K 4,827 +4,827 New
SIM
68
Sonora Investment Management
Arizona
$61.6K 4,828 – –
AG
69
Advisor Group
Arizona
$58K 4,592 -201 -4%
BRC
70
Bell Rock Capital
Delaware
$57K 4,503 +4,503 New
EWM
71
Evercore Wealth Management
New York
$46K 3,570 – –
RBC
72
Roble Belko & Company
Pennsylvania
$24K 1,870 – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$20K 1,600 – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$19K 1,472 – –
KPCM
75
Kings Point Capital Management
New York
$15K 1,170 – –
1 2
3
4