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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

89 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
Melone Private Wealth
Michigan
$2.26M
2
GC
2
Guggenheim Capital
Illinois
$20.2M
3
Invesco
3
Invesco
Georgia
$1.76M
4
BI
4
Bramshill Investments
Florida
$26.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$267K
2
HI
2
Harbour Investments
Wisconsin
$317K
3
PPA
3
Parametric Portfolio Associates
Washington
$3.05M
4
UBS Group
4
UBS Group
Switzerland
$6.6M
5
AAM
5
Advisors Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$163K 11,677 +11,677 New
GIP
52
Greatmark Investment Partners
Georgia
$157K 11,250 – –
WAAG
53
Wealth Alliance Advisory Group
Kansas
$155K 11,094 +744 +7%
MWM
54
Meridian Wealth Management
Kentucky
$154K 11,000 – –
CCG
55
Ceeto Capital Group
Florida
$152K 10,900 – –
IAIM
56
International Assets Investment Management
Florida
$148K 10,559 +10,559 New
NL
57
NWAM LLC
Washington
$148K 10,570 +10,570 New
IWA
58
IBEX Wealth Advisors
New Jersey
$142K 10,162 +7 +0.1%
CFB
59
Cullen/Frost Bankers
Texas
$139K 9,958 – –
APA
60
American Portfolios Advisors
New York
$126K 9,000 +9,000 New
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$118K 8,516 -1,174 -12%
MM
62
Main Management
California
$91K 6,500 -800 -11%
GWM
63
Geneos Wealth Management
Colorado
$66K 4,732 – –
MCM
64
MV Capital Management
Maryland
$61K 4,375 – –
FAG
65
Fortitude Advisory Group
Washington
$56K 3,994 +3,994 New
AWM
66
Avior Wealth Management
Nebraska
$53K 3,816 +44 +1%
CFGS
67
Concourse Financial Group Securities
Alabama
$51K 3,684 +924 +33%
BFC
68
Bedel Financial Consulting
Indiana
$39K 2,820 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$34K 2,407 – –
WFS
70
Widmann Financial Services
Maryland
$23K 1,700 +1,700 New
EWM
71
Endurance Wealth Management
Rhode Island
$21K 1,500 – –
BAM
72
Byrne Asset Management
New Jersey
$21K 1,526 +1,526 New
TFS
73
TrustCore Financial Services
Tennessee
$20K 1,462 – –
KPCM
74
Kings Point Capital Management
New York
$16K 1,170 – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$11K 764 – –
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3
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