We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

80 hedge funds and large institutions have $123M invested in Invesco Trust Investment Grade Municipals in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $108M → $123M (+$14.2M)

0.83% more ownership

Funds ownership: 17.4%18.22% (+0.83%)

9% less funds holding

Funds holding: 8880 (-8)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
27
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
51
Shufro Rose & Co
New York
$223K
HCM
52
Hollencrest Capital Management
California
$200K
CIA
53
Capital Investment Advisors
Georgia
$181K +$3.73K +308 +2%
BF
54
BOK Financial
Oklahoma
$180K
SIM
55
Sonora Investment Management
Arizona
$178K
NL
56
NWAM LLC
Washington
$174K
WS
57
Wedbush Securities
California
$166K -$1.78K -147 -1%
BBA
58
BLB&B Advisors
Pennsylvania
$165K -$30.3K -2,500 -16%
JWM
59
Jupiter Wealth Management
Colorado
$141K +$139K +11,500 New
WCM
60
WealthBridge Capital Management
Ohio
$136K
NFG
61
Nations Financial Group
Iowa
$132K
BAM
62
Belpointe Asset Management
Nevada
$132K +$129K +10,650 New
LWAC
63
Laurel Wealth Advisors (California)
California
$127K
PCG
64
Private Capital Group
Connecticut
$126K +$14.5K +1,200 +13%
CP
65
Camelot Portfolios
Ohio
$124K
CFG
66
CKW Financial Group
Hawaii
$110K
BFC
67
Bedel Financial Consulting
Indiana
$106K
Citigroup
68
Citigroup
New York
$105K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$64K
BRC
70
Bell Rock Capital
Delaware
$62K +$666 +55 +1%
TFS
71
TrustCore Financial Services
Tennessee
$49K
ASN
72
Advisory Services Network
Georgia
$41K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$31K
QCIG
74
Quad-Cities Investment Group
Iowa
$23K +$279 +23 +1%
HFM
75
Hartford Financial Management
Connecticut
$22K