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Invesco Trust Investment Grade Municipals

78 hedge funds and large institutions have $143M invested in Invesco Trust Investment Grade Municipals in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $142M → $143M (+$1.05M)

0.61% less ownership

Funds ownership: 19.4%18.79% (-0.61%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

3% less funds holding

Funds holding: 8078 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$154K
CCG
52
Ceeto Capital Group
Florida
$153K
WAAG
53
Wealth Alliance Advisory Group
Kansas
$145K +$143K +10,350 New
IWA
54
IBEX Wealth Advisors
New Jersey
$142K +$141K +10,149 New
CP
55
Camelot Portfolios
Ohio
$140K
CFB
56
Cullen/Frost Bankers
Texas
$140K
AA
57
AlphaCentric Advisors
Puerto Rico
$140K +$139K +10,000 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$83K +$82.1K +5,923 New
GWM
59
Geneos Wealth Management
Colorado
$66K
MCM
60
MV Capital Management
Maryland
$61K
MM
61
Main Management
California
$60K
NFSG
62
Newbridge Financial Services Group
Florida
$55K
AWM
63
Avior Wealth Management
Nebraska
$52K +$596 +43 +1%
BFC
64
Bedel Financial Consulting
Indiana
$40K
CFGS
65
Concourse Financial Group Securities
Alabama
$38K +$443 +32 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$34K
EWM
67
Endurance Wealth Management
Rhode Island
$21K
AF
68
Allworth Financial
California
$21K +$19.7K +1,421 +1,269%
TFS
69
TrustCore Financial Services
Tennessee
$20K
KPCM
70
Kings Point Capital Management
New York
$16K
BFEC
71
Benjamin F. Edwards & Company
Missouri
$15K -$734K -52,983 -98%
WQ
72
Wealth Quarterback
New Jersey
$11K +$10.7K +770 New
AWA
73
Arkadios Wealth Advisors
Georgia
$10K +$10.3K +740 New
KFI
74
Key Financial Inc
Pennsylvania
$9K
RIM
75
Rockbridge Investment Management
New York
$9K