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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in Invesco Trust Investment Grade Municipals in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$20.9M
2
Wells Fargo
2
Wells Fargo
California
$5.85M
3
UBS Group
3
UBS Group
Switzerland
$5.02M
4
PPA
4
Parametric Portfolio Associates
Washington
$10.7M
5
LPL Financial
5
LPL Financial
California
$827K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
KIM
2
Karpus Investment Management
New York
$10.9M
3
SIA
3
Sit Investment Associates
Minnesota
$12.6M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$144K +$144K +11,604 New
MWM
52
Meridian Wealth Management
Kentucky
$136K – – –
CCG
53
Ceeto Capital Group
Florida
$135K – – –
SG
54
StoneX Group
New York
$134K +$235 +19 +0.2%
BBA
55
BLB&B Advisors
Pennsylvania
$132K -$1.86K -150 -1%
NFG
56
Nations Financial Group
Iowa
$128K – – –
CP
57
Camelot Portfolios
Ohio
$124K – – –
PCG
58
Private Capital Group
Connecticut
$112K – – –
BFC
59
Bedel Financial Consulting
Indiana
$92K – – –
ASN
60
Advisory Services Network
Georgia
$62K +$62K +5,000 New
GWM
61
Geneos Wealth Management
Colorado
$58K -$10.7K -876 -16%
MM
62
Main Management
California
$53K – – –
NFSG
63
Newbridge Financial Services Group
Florida
$48K +$48K +3,900 New
AWM
64
Avior Wealth Management
Nebraska
$44K +$539 +44 +1%
WAM
65
Wolverine Asset Management
Illinois
$32K +$3.89K +318 +14%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$30K – – –
AWM
67
Adams Wealth Management
Utah
$25K +$25K +1,988 New
HFM
68
Hartford Financial Management
Connecticut
$22K – – –
EWM
69
Endurance Wealth Management
Rhode Island
$19K – – –
TFS
70
TrustCore Financial Services
Tennessee
$18K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$17K – – –
FFA
72
Founders Financial Alliance
North Carolina
$12K +$12K +1,000 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$10K – – –
FHA
74
First Horizon Advisors
Tennessee
$8K +$8K +625 New
PAM
75
Panagora Asset Management
Massachusetts
$7K – – –
1 2
3
4