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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

83 hedge funds and large institutions have $104M invested in Invesco Trust Investment Grade Municipals in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
27
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$15M
2
MSL
2
Mackay Shields LLC
New York
$4.59M
3
UBS Group
3
UBS Group
Switzerland
$4.16M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.73M
5
BF
5
BOK Financial
Oklahoma
$682K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
KIM
2
Karpus Investment Management
New York
$4.34M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.83M
4
PPA
4
Parametric Portfolio Associates
Washington
$8.16M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
51
Deroy & Devereaux Private Investment Counsel
Michigan
$216K – – –
HCM
52
Hollencrest Capital Management
California
$208K – – –
Citigroup
53
Citigroup
New York
$187K +$51.6K +4,000 +38%
SIM
54
Sonora Investment Management
Arizona
$184K – – –
NL
55
NWAM LLC
Washington
$181K – – –
ACA
56
Ackerman Capital Advisors
Texas
$172K +$172K +13,362 New
BBA
57
BLB&B Advisors
Pennsylvania
$170K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$167K -$15.8K -1,248 -9%
PAS
59
Partnervest Advisory Services
California
$161K +$13.6K +1,055 +9%
CIA
60
Capital Investment Advisors
Georgia
$160K -$11.6K -900 -7%
JWM
61
Jupiter Wealth Management
Colorado
$148K – – –
WCM
62
WealthBridge Capital Management
Ohio
$142K – – –
NFG
63
Nations Financial Group
Iowa
$137K – – –
PCG
64
Private Capital Group
Connecticut
$131K +$15.4K +1,200 +13%
CP
65
Camelot Portfolios
Ohio
$129K – – –
BAM
66
Belpointe Asset Management
Nevada
$111K – – –
BFC
67
Bedel Financial Consulting
Indiana
$95K – – –
BRC
68
Bell Rock Capital
Delaware
$61K -$4.04K -315 -6%
TFS
69
TrustCore Financial Services
Tennessee
$51K +$51K +3,954 New
ASN
70
Advisory Services Network
Georgia
$42K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$32K – – –
QCIG
72
Quad-Cities Investment Group
Iowa
$24K +$281 +22 +1%
HFM
73
Hartford Financial Management
Connecticut
$23K +$23K +1,755 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$21K – – –
PAM
75
Panagora Asset Management
Massachusetts
$21K +$21K +1,620 New
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3
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