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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

79 hedge funds and large institutions have $138M invested in Invesco Trust Investment Grade Municipals in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.73M
2
Invesco
2
Invesco
Georgia
$853K
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
6M
4
6 Meridian
Kansas
$662K
5
LPL Financial
5
LPL Financial
California
$1.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.17M
2
RCM
2
Rivernorth Capital Management
Florida
$16.6M
3
MSL
3
Mackay Shields LLC
New York
$0
4
BI
4
Bramshill Investments
Florida
$25.3M
5
AAM
5
Advisors Asset Management
Colorado
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
51
Greatmark Investment Partners
Georgia
$154K – – –
MWM
52
Meridian Wealth Management
Kentucky
$151K – – –
CCG
53
Ceeto Capital Group
Florida
$149K – – –
WAAG
54
Wealth Alliance Advisory Group
Kansas
$142K – – –
IWA
55
IBEX Wealth Advisors
New Jersey
$139K +$82 +6 +0.1%
CP
56
Camelot Portfolios
Ohio
$137K – – –
AA
57
AlphaCentric Advisors
Puerto Rico
$137K – – –
CFB
58
Cullen/Frost Bankers
Texas
$136K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$132K +$51.3K +3,767 +64%
MM
60
Main Management
California
$100K +$41.1K +3,000 +70%
GWM
61
Geneos Wealth Management
Colorado
$64K – – –
MCM
62
MV Capital Management
Maryland
$60K – – –
AWM
63
Avior Wealth Management
Nebraska
$51K +$581 +43 +1%
BFC
64
Bedel Financial Consulting
Indiana
$39K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$38K +$441 +32 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$33K – – –
HA
67
Herold Advisors
New York
$31K +$31K +2,285 New
EWM
68
Endurance Wealth Management
Rhode Island
$21K – – –
AF
69
Allworth Financial
California
$21K +$244 +18 +1%
TFS
70
TrustCore Financial Services
Tennessee
$20K – – –
KPCM
71
Kings Point Capital Management
New York
$16K – – –
WQ
72
Wealth Quarterback
New Jersey
$11K +$127 +9 +1%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$10K -$3.72K -284 -27%
AWA
74
Arkadios Wealth Advisors
Georgia
$10K +$120 +9 +1%
KFI
75
Key Financial Inc
Pennsylvania
$8K – – –
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3
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