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Invesco Trust Investment Grade Municipals

79 hedge funds and large institutions have $133M invested in Invesco Trust Investment Grade Municipals in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $122M → $133M (+$11.6M)

1.73% more ownership

Funds ownership: 18.66%20.39% (+1.7%)

7% less funds holding

Funds holding: 8579 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
23
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Ceeto Capital Group
Florida
$131K
BBA
52
BLB&B Advisors
Pennsylvania
$130K
SG
53
StoneX Group
New York
$130K +$178 +15 +0.1%
NFG
54
Nations Financial Group
Iowa
$124K
CP
55
Camelot Portfolios
Ohio
$120K
PCG
56
Private Capital Group
Connecticut
$108K
BFC
57
Bedel Financial Consulting
Indiana
$89K
GWM
58
Geneos Wealth Management
Colorado
$67K
MM
59
Main Management
California
$52K +$9.5K +800 +23%
CAN
60
Cetera Advisor Networks
California
$44K +$43.2K +3,634 New
AWM
61
Avior Wealth Management
Nebraska
$42K +$42.2K +3,550 New
KPW
62
Kore Private Wealth
New York
$34K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$29K
WAM
64
Wolverine Asset Management
Illinois
$27K +$27.3K +2,297 New
HFM
65
Hartford Financial Management
Connecticut
$21K
PAG
66
Private Advisor Group
New Jersey
$19K +$18.7K +1,575 New
TFS
67
TrustCore Financial Services
Tennessee
$18K -$29.6K -2,492 -63%
EWM
68
Endurance Wealth Management
Rhode Island
$18K +$17.8K +1,500 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$17K
KPCM
70
Kings Point Capital Management
New York
$14K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$10K
PAM
72
Panagora Asset Management
Massachusetts
$7K
VCM
73
Vigilant Capital Management
Maine
$7K
Citigroup
74
Citigroup
New York
$6K
US Bancorp
75
US Bancorp
Minnesota
$4K -$796 -67 -17%