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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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
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
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$11.8M
2
SIA
2
Sit Investment Associates
Minnesota
$13.5M
3
GC
3
Guggenheim Capital
Illinois
$16.5M
4
RCM
4
Robinson Capital Management
Michigan
$4.73M
5
PPA
5
Parametric Portfolio Associates
Washington
$10.1M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$14.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.31M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$4.31M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Ceeto Capital Group
Florida
$131K – – –
BBA
52
BLB&B Advisors
Pennsylvania
$130K – – –
SG
53
StoneX Group
New York
$130K +$181 +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 +$9.67K +800 +23%
CAN
60
Cetera Advisor Networks
California
$44K +$44K +3,634 New
AWM
61
Avior Wealth Management
Nebraska
$42K +$42K +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 +$27K +2,297 New
HFM
65
Hartford Financial Management
Connecticut
$21K – – –
PAG
66
Private Advisor Group
New Jersey
$19K +$19K +1,575 New
TFS
67
TrustCore Financial Services
Tennessee
$18K -$30.7K -2,492 -63%
EWM
68
Endurance Wealth Management
Rhode Island
$18K +$18K +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 – – –
VCM
72
Vigilant Capital Management
Maine
$7K – – –
PAM
73
Panagora Asset Management
Massachusetts
$7K – – –
Citigroup
74
Citigroup
New York
$6K – – –
US Bancorp
75
US Bancorp
Minnesota
$4K -$805 -67 -17%
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3
4