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Invesco Trust Investment Grade Municipals

79 hedge funds and large institutions have $78.3M invested in Invesco Trust Investment Grade Municipals in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $77M → $78.3M (+$1.38M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.07% less ownership

Funds ownership: 11.2%11.12% (-0.07%)

9% less funds holding

Funds holding: 8779 (-8)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
28
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Sonora Investment Management
Arizona
$193K +$130K +10,000 +207%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$190K +$190K +14,655 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$188K +$2.93K +226 +2%
PAG
54
Private Advisor Group
New Jersey
$187K +$3.24K +250 +2%
NL
55
NWAM LLC
Washington
$183K
CCB
56
Cutter & Co Brokerage
Missouri
$164K
PFS
57
Prospera Financial Services
Texas
$162K
KLI
58
Kelman-Lazarov Inc
Tennessee
$156K
US Bancorp
59
US Bancorp
Minnesota
$145K -$32.5K -2,513 -18%
HH
60
Hilltop Holdings
Texas
$141K
HighTower Advisors
61
HighTower Advisors
Illinois
$138K -$169K -13,040 -55%
SG Americas Securities
62
SG Americas Securities
New York
$125K +$124K +9,611 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$116K
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$105K +$20K +1,546 +24%
GWM
65
Geneos Wealth Management
Colorado
$99K +$725 +56 +0.7%
BRC
66
Bell Rock Capital
Delaware
$59K +$725 +56 +1%
EWM
67
Evercore Wealth Management
New York
$46K
RBC
68
Roble Belko & Company
Pennsylvania
$24K
JP Morgan Chase
69
JP Morgan Chase
New York
$21K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$19K
Creative Planning
71
Creative Planning
Kansas
$17K +$5.18K +400 +43%
KPCM
72
Kings Point Capital Management
New York
$15K
MIM
73
Macroview Investment Management
Maryland
$13K
PSUF
74
People's United Financial
Connecticut
$13K
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$12K