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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

77 hedge funds and large institutions have $66M invested in Invesco Trust Investment Grade Municipals in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$2.66M
2
UBS Group
2
UBS Group
Switzerland
$5.67M
3
GC
3
Guggenheim Capital
Illinois
$3.28M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$650K
5
Bank of America
5
Bank of America
North Carolina
$845K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.32M
2
Wells Fargo
2
Wells Fargo
California
$3.69M
3
LCM
3
Landscape Capital Management
New Jersey
$283K
4
Millennium Management
4
Millennium Management
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KLI
51
Kelman-Lazarov Inc
Tennessee
$148K 12,000 – –
HighTower Advisors
52
HighTower Advisors
Illinois
$145K 11,741 -3,000 -20%
CCG
53
Ceeto Capital Group
Florida
$135K 10,900 +10,900 New
AWA
54
ARS Wealth Advisors
Florida
$132K 10,657 – –
NFG
55
Nations Financial Group
Iowa
$132K 10,659 +10,659 New
LWAC
56
Laurel Wealth Advisors (California)
California
$127K 10,290 +10,290 New
CP
57
Camelot Portfolios
Ohio
$124K 10,000 +10,000 New
PCG
58
Private Capital Group
Connecticut
$111K 9,000 -2,000 -18%
CFG
59
CKW Financial Group
Hawaii
$110K 8,882 +8,882 New
BFC
60
Bedel Financial Consulting
Indiana
$106K 8,546 – –
NMC
61
Nine Masts Capital
Hong Kong
$72K 5,800 +5,800 New
GWM
62
Geneos Wealth Management
Colorado
$61K 4,981 +60 +1%
BRC
63
Bell Rock Capital
Delaware
$60K 4,845 +60 +1%
QCIG
64
Quad-Cities Investment Group
Iowa
$52K 4,170 +4,170 New
TFS
65
TrustCore Financial Services
Tennessee
– – – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$46K 3,750 – –
SEI Investments
67
SEI Investments
Pennsylvania
$45K 3,665 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$37K 3,000 +3,000 New
US Bancorp
69
US Bancorp
Minnesota
$26K 2,100 -2,590 -55%
SFM
70
Signet Financial Management
New Jersey
$25K 2,000 – –
MIM
71
Macroview Investment Management
Maryland
$25K 1,984 +1,984 New
LYV
72
Live Your Vision
Pennsylvania
$25K 2,000 +2,000 New
HFM
73
Hartford Financial Management
Connecticut
– – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$20K 1,600 – –
SWM
75
SeaCrest Wealth Management
New York
$19K 1,510 – –
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