We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

80 hedge funds and large institutions have $138M invested in Invesco Trust Investment Grade Municipals in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7880 (+2)

0.14% less ownership

Funds ownership: 18.79%18.65% (-0.14%)

3% less capital invested

Capital invested by funds: $143M → $138M (-$4.57M)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
51
Greatmark Investment Partners
Georgia
$154K
IFG
52
Independent Financial Group
California
$151K +$155K +11,050 New
MWM
53
Meridian Wealth Management
Kentucky
$151K
CCG
54
Ceeto Capital Group
Florida
$149K
WAAG
55
Wealth Alliance Advisory Group
Kansas
$142K
IWA
56
IBEX Wealth Advisors
New Jersey
$139K +$84 +6 +0.1%
AA
57
AlphaCentric Advisors
Puerto Rico
$137K
CP
58
Camelot Portfolios
Ohio
$137K
CFB
59
Cullen/Frost Bankers
Texas
$136K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$132K +$53K +3,767 +64%
MM
61
Main Management
California
$100K +$42.2K +3,000 +70%
GWM
62
Geneos Wealth Management
Colorado
$64K
MCM
63
MV Capital Management
Maryland
$60K
AWM
64
Avior Wealth Management
Nebraska
$51K +$605 +43 +1%
BFC
65
Bedel Financial Consulting
Indiana
$39K
CFGS
66
Concourse Financial Group Securities
Alabama
$38K +$450 +32 +1%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$33K
HA
68
Herold Advisors
New York
$31K +$32.1K +2,285 New
EWM
69
Endurance Wealth Management
Rhode Island
$21K
AF
70
Allworth Financial
California
$21K +$253 +18 +1%
TFS
71
TrustCore Financial Services
Tennessee
$20K
KPCM
72
Kings Point Capital Management
New York
$16K
WQ
73
Wealth Quarterback
New Jersey
$11K +$127 +9 +1%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$10K -$4K -284 -27%
AWA
75
Arkadios Wealth Advisors
Georgia
$10K +$127 +9 +1%