VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

80 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.96M
2
UBS Group
2
UBS Group
Switzerland
$6.85M
3
COLIM
3
City of London Investment Management
United Kingdom
$607K
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$539K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.01M
2
SIA
2
Sit Investment Associates
Minnesota
$12M
3
OCM
3
Orser Capital Management
Texas
$0
4
6M
4
6 Meridian
Kansas
$0
5
BI
5
Bramshill Investments
Florida
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$156K 11,570 -2,500 -18%
GIP
52
Greatmark Investment Partners
Georgia
$152K 11,250 – –
MWM
53
Meridian Wealth Management
Kentucky
$148K 11,000 – –
CCG
54
Ceeto Capital Group
Florida
$147K 10,900 – –
BBA
55
BLB&B Advisors
Pennsylvania
$143K 10,633 – –
NFG
56
Nations Financial Group
Iowa
$138K 10,272 – –
CP
57
Camelot Portfolios
Ohio
$135K 10,000 – –
CFB
58
Cullen/Frost Bankers
Texas
$134K 9,958 +9,958 New
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$108K 7,993 +7,993 New
GWM
60
Geneos Wealth Management
Colorado
$64K 4,732 – –
MCM
61
MV Capital Management
Maryland
$59K 4,375 +4,375 New
MM
62
Main Management
California
$58K 4,300 – –
NFSG
63
Newbridge Financial Services Group
Florida
$53K 3,900 – –
AWM
64
Avior Wealth Management
Nebraska
$49K 3,686 +46 +1%
BFC
65
Bedel Financial Consulting
Indiana
$38K 2,820 -4,570 -62%
CFGS
66
Concourse Financial Group Securities
Alabama
$36K 2,696 +1,415 +110%
SFS
67
Sowell Financial Services
Arkansas
$35K 2,500 +2,500 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$32K 2,407 – –
HFM
69
Hartford Financial Management
Connecticut
$24K 1,755 – –
EWM
70
Endurance Wealth Management
Rhode Island
$20K 1,500 – –
TFS
71
TrustCore Financial Services
Tennessee
$20K 1,462 – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$18K 1,372 – –
KPCM
73
Kings Point Capital Management
New York
$16K 1,170 – –
SPIA
74
Steward Partners Investment Advisory
New York
$11.4K 844 +844 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$11K 825 – –
1 2
3
4