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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

71 hedge funds and large institutions have $62.3M invested in Invesco Trust Investment Grade Municipals in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$3.84M
2
LCM
2
Landscape Capital Management
New Jersey
$838K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.4M
4
Millennium Management
4
Millennium Management
New York
$549K
5
SG Americas Securities
5
SG Americas Securities
New York
$453K

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.16M
2
LCM
2
Laurion Capital Management
New York
$733K
3
SRC
3
Shufro Rose & Co
New York
$346K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$715K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$172K 14,070 – –
KLI
52
Kelman-Lazarov Inc
Tennessee
$147K 12,000 – –
PCG
53
Private Capital Group
Connecticut
$134K 11,000 +9,923 +921%
AWA
54
ARS Wealth Advisors
Florida
$130K 10,657 – –
DA
55
Doliver Advisors
Texas
$108K 22,040 +5,763 +35%
BFC
56
Bedel Financial Consulting
Indiana
$104K 8,546 +8,546 New
KF
57
Krilogy Financial
Missouri
$71K 5,851 – –
GWM
58
Geneos Wealth Management
Colorado
$60K 4,921 +61 +1%
BRC
59
Bell Rock Capital
Delaware
$58K 4,785 +59 +1%
US Bancorp
60
US Bancorp
Minnesota
$57K 4,690 -2,745 -37%
TFS
61
TrustCore Financial Services
Tennessee
– – – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$46K 3,750 – –
SEI Investments
63
SEI Investments
Pennsylvania
$45K 3,665 +26 +0.7%
SFM
64
Signet Financial Management
New Jersey
$24K 2,000 +2,000 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$20K 1,600 – –
SWM
66
SeaCrest Wealth Management
New York
$18K 1,510 -1,875 -55%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$18K 1,472 – –
SWP
68
Stratos Wealth Partners
Ohio
$16K 1,324 – –
KPCM
69
Kings Point Capital Management
New York
$14K 1,170 – –
FMP
70
Financial Management Professionals
Texas
– – – –
GAM
71
Gemmer Asset Management
California
$7K 585 – –
RFM
72
Royal Fund Management
Florida
$6K 554 – –
APP
73
Avantax Planning Partners
Iowa
$4K 362 +362 New
VCM
74
Virtue Capital Management
Tennessee
$1K 117 +117 New
CRC
75
Curi RMB Capital
Illinois
– – -19,272 Closed
1 2
3
4