VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $108M invested in Invesco Trust Investment Grade Municipals in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.3M
2
BI
2
Bramshill Investments
Florida
$8.24M
3
RCM
3
Rivernorth Capital Management
Florida
$3.27M
4
WAM
4
Wolverine Asset Management
Illinois
$2.25M
5
SIA
5
Sit Investment Associates
Minnesota
$10.4M

Top Sellers

1
NCMW
1
Northern Capital Management (Wisconsin)
Wisconsin
$654K
2
NMC
2
Nine Masts Capital
Hong Kong
$0
3
UBS Group
3
UBS Group
Switzerland
$3.76M
4
Wells Fargo
4
Wells Fargo
California
$3.37M
5
Invesco
5
Invesco
Georgia
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
FCH
51
Freestone Capital Holdings
Washington
$259K 22,580 +22,580 New
DDPIC
52
Deroy & Devereaux Private Investment Counsel
Michigan
$256K 22,335 -6,500 -23%
GWM
53
Geneos Wealth Management
Colorado
$248K 21,859 +16,822 +334%
PFS
54
Prospera Financial Services
Texas
$222K 19,307 +2,500 +15%
OFW
55
Omnia Family Wealth
Florida
$216K 18,796 – –
SRC
56
Shufro Rose & Co
New York
$207K 18,000 -10,300 -36%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$205K 17,889 +930 +5%
HCM
58
Hollencrest Capital Management
California
$186K 16,180 – –
BBA
59
BLB&B Advisors
Pennsylvania
$181K 15,799 -2,198 -12%
BF
60
BOK Financial
Oklahoma
$166K 14,500 – –
CIA
61
Capital Investment Advisors
Georgia
$164K 14,275 -1,300 -8%
SIM
62
Sonora Investment Management
Arizona
$164K 14,328 – –
NL
63
NWAM LLC
Washington
$162K 14,070 – –
WS
64
Wedbush Securities
California
$155K 13,523 -40,647 -75%
PAG
65
Private Advisor Group
New Jersey
$142K 12,400 +12,400 New
WCM
66
WealthBridge Capital Management
Ohio
$126K 11,000 +11,000 New
NFG
67
Nations Financial Group
Iowa
$122K 10,659 – –
LWAC
68
Laurel Wealth Advisors (California)
California
$118K 10,290 – –
CP
69
Camelot Portfolios
Ohio
$115K 10,000 – –
PCG
70
Private Capital Group
Connecticut
$103K 9,000 – –
CFG
71
CKW Financial Group
Hawaii
$102K 8,882 – –
Citigroup
72
Citigroup
New York
$98K 8,500 -3,000 -26%
BFC
73
Bedel Financial Consulting
Indiana
$98K 8,546 – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$60K 5,195 +1,445 +39%
FIA
75
FNY Investment Advisers
New York
$59K 5,219 +5,219 New
1 2
3
4 5