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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

80 hedge funds and large institutions have $143M invested in Invesco Trust Investment Grade Municipals in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25M
2
RCM
2
Rivernorth Capital Management
Florida
$20.5M
3
OCM
3
Orser Capital Management
Texas
$848K
4
UBS Group
4
UBS Group
Switzerland
$5.88M
5
KAS
5
Kestra Advisory Services
Texas
$741K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$3.79M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$0
3
GC
3
Guggenheim Capital
Illinois
$16.9M
4
Wells Fargo
4
Wells Fargo
California
$5.76M
5
AAM
5
Advisors Asset Management
Colorado
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$164K – – –
BAM
52
Belpointe Asset Management
Nevada
$161K +$161K +12,215 New
GIP
53
Greatmark Investment Partners
Georgia
$149K +$149K +11,250 New
MWM
54
Meridian Wealth Management
Kentucky
$145K – – –
CCG
55
Ceeto Capital Group
Florida
$144K – – –
BBA
56
BLB&B Advisors
Pennsylvania
$140K – – –
NFG
57
Nations Financial Group
Iowa
$136K – – –
ACA
58
Ackerman Capital Advisors
Texas
$133K -$104K -7,881 -44%
CP
59
Camelot Portfolios
Ohio
$132K – – –
PCG
60
Private Capital Group
Connecticut
$119K – – –
BFC
61
Bedel Financial Consulting
Indiana
$98K – – –
AWG
62
Altus Wealth Group
Colorado
$87K +$87K +6,597 New
GWM
63
Geneos Wealth Management
Colorado
$63K – – –
MM
64
Main Management
California
$57K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$52K – – –
FPCG
66
Fort Pitt Capital Group
Pennsylvania
$52K +$52K +3,945 New
AWM
67
Avior Wealth Management
Nebraska
$48K +$607 +46 +1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$32K – – –
HFM
69
Hartford Financial Management
Connecticut
$23K – – –
EWM
70
Endurance Wealth Management
Rhode Island
$20K – – –
TFS
71
TrustCore Financial Services
Tennessee
$19K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$18K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$17K +$17K +1,281 New
KPCM
74
Kings Point Capital Management
New York
$15K +$15K +1,170 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$11K – – –
1 2
3
4