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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.46M
2
LCM
2
Laurion Capital Management
New York
$1.63M
3
SIA
3
Sit Investment Associates
Minnesota
$9.59M
4
Ameriprise
4
Ameriprise
Minnesota
$603K
5
AAM
5
Advisors Asset Management
Colorado
$5.28M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.2M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.45M
4
Squarepoint
4
Squarepoint
New York
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$3.25K +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 -$168K -13,040 -55%
SG Americas Securities
62
SG Americas Securities
New York
$125K +$125K +9,611 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$116K – – –
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$105K +$20.3K +1,546 +24%
GWM
65
Geneos Wealth Management
Colorado
$99K +$724 +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 – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$21K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$19K – – –
Creative Planning
71
Creative Planning
Kansas
$17K +$5.14K +400 +43%
KPCM
72
Kings Point Capital Management
New York
$15K – – –
PSUF
73
People's United Financial
Connecticut
$13K – – –
MIM
74
Macroview Investment Management
Maryland
$13K – – –
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$12K – – –
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3
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