VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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.

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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.69M
2
BI
2
Bramshill Investments
Florida
$26.9M
3
GC
3
Guggenheim Capital
Illinois
$18.8M
4
ACA
4
Ackerman Capital Advisors
Texas
$499K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.45M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$18.2M
2
PPA
2
Parametric Portfolio Associates
Washington
$9.77M
3
KIM
3
Karpus Investment Management
New York
$0
4
MSL
4
Mackay Shields LLC
New York
$1.09M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$15K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$154K – – –
CCG
52
Ceeto Capital Group
Florida
$153K – – –
WAAG
53
Wealth Alliance Advisory Group
Kansas
$145K +$145K +10,350 New
IWA
54
IBEX Wealth Advisors
New Jersey
$142K +$142K +10,149 New
CP
55
Camelot Portfolios
Ohio
$140K – – –
CFB
56
Cullen/Frost Bankers
Texas
$140K – – –
AA
57
AlphaCentric Advisors
Puerto Rico
$140K +$140K +10,000 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$83K +$83K +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 +$600 +43 +1%
BFC
64
Bedel Financial Consulting
Indiana
$40K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$38K +$446 +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 +$19.5K +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 -$758K -52,983 -98%
WQ
72
Wealth Quarterback
New Jersey
$11K +$11K +770 New
AWA
73
Arkadios Wealth Advisors
Georgia
$10K +$10K +740 New
KFI
74
Key Financial Inc
Pennsylvania
$9K – – –
RIM
75
Rockbridge Investment Management
New York
$9K – – –
1 2
3
4