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Invesco Trust Investment Grade Municipals

69 hedge funds and large institutions have $63.9M invested in Invesco Trust Investment Grade Municipals in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

0% more capital invested

Capital invested by funds: $63.6M → $63.9M (+$240K)

0.23% more ownership

Funds ownership: 8.7%8.93% (+0.23%)

7% less funds holding

Funds holding: 7469 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
51
Kelman-Lazarov Inc
Tennessee
$158K
HH
52
Hilltop Holdings
Texas
$143K +$144K +10,880 New
AWA
53
ARS Wealth Advisors
Florida
$140K
US Bancorp
54
US Bancorp
Minnesota
$98K +$6.62K +500 +7%
KF
55
Krilogy Financial
Missouri
$77K
GWM
56
Geneos Wealth Management
Colorado
$64K +$768 +58 +1%
BRC
57
Bell Rock Capital
Delaware
$62K +$755 +57 +1%
TFS
58
TrustCore Financial Services
Tennessee
$52K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$49K
SEI Investments
60
SEI Investments
Pennsylvania
$48K
EWM
61
Evercore Wealth Management
New York
$47K
SWM
62
SeaCrest Wealth Management
New York
$45K +$44.8K +3,385 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$40K -$13 -1 -0%
JP Morgan Chase
64
JP Morgan Chase
New York
$21K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$19K
SWP
66
Stratos Wealth Partners
Ohio
$17K +$17.5K +1,324 New
KPCM
67
Kings Point Capital Management
New York
$15K
GAM
68
Gemmer Asset Management
California
$8K
RFM
69
Royal Fund Management
Florida
$7K +$7.33K +554 New
PCG
70
Private Capital Group
Connecticut
$92 +$14.3K +1,077 New
NPC
71
National Planning Corporation
California
-$851K -63,500 Closed
Millennium Management
72
Millennium Management
New York
-$316K -23,562 Closed
AIA
73
Allegis Investment Advisors
Idaho
-$220K -16,450 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$210K -15,654 Closed
WAM
75
Weiss Asset Management
Massachusetts
-$209K -15,607 Closed