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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

85 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
18
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
BI
2
Bramshill Investments
Florida
$5.09M
3
RCM
3
Rivernorth Capital Management
Florida
$16.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
AA
5
AQR Arbitrage
Connecticut
$755K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$3.55M
2
SIA
2
Sit Investment Associates
Minnesota
$9.8M
3
MSL
3
Mackay Shields LLC
New York
$2.13M
4
UBS Group
4
UBS Group
Switzerland
$2.88M
5
PPA
5
Parametric Portfolio Associates
Washington
$9.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$140K 11,607 -1,900 -14%
CCG
52
Ceeto Capital Group
Florida
$132K 10,900 +10,900 New
MWM
53
Meridian Wealth Management
Kentucky
$132K 11,000 +11,000 New
BBA
54
BLB&B Advisors
Pennsylvania
$130K 10,783 -400 -4%
SG
55
StoneX Group
New York
$130K 10,788 +10,788 New
NFG
56
Nations Financial Group
Iowa
$124K 10,272 +10,272 New
CP
57
Camelot Portfolios
Ohio
$121K 10,000 – –
FIA
58
FNY Investment Advisers
New York
$118K 9,841 +9,841 New
PCG
59
Private Capital Group
Connecticut
$109K 9,000 – –
BFC
60
Bedel Financial Consulting
Indiana
$89K 7,390 – –
GWM
61
Geneos Wealth Management
Colorado
$65K 5,608 -16,124 -74%
TFS
62
TrustCore Financial Services
Tennessee
$48K 3,954 – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$48K 4,000 +4,000 New
MM
64
Main Management
California
$42K 3,500 +1,000 +40%
ASN
65
Advisory Services Network
Georgia
$37K 3,079 -417 -12%
KPW
66
Kore Private Wealth
New York
$35K 2,859 – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$29K 2,407 – –
HFM
68
Hartford Financial Management
Connecticut
$21K 1,755 – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$19K 1,571 -662 -30%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$19K 1,600 – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$17K 1,372 -1,100 -44%
KPCM
72
Kings Point Capital Management
New York
$14K 1,170 – –
NC
73
NewSquare Capital
Pennsylvania
$14K 1,170 +1,170 New
DWM
74
Darwin Wealth Management
Florida
$12K 1,001 +1,001 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$9K 825 – –
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3
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