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Invesco Trust Investment Grade Municipals
VGM

90 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, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more funds holding

Funds holding: 80 → 90 (+10)

3% more capital invested

Capital invested by funds: $138M → $142M (+$3.53M)

0.1% more ownership

Funds ownership: 18.65% → 18.74% (+0.1%)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.46M
2
Invesco
Invesco
Georgia
+$873K
3
BI
Bramshill Investments
Florida
+$531K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$481K
5
Morgan Stanley
Morgan Stanley
New York
+$466K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.46M
2
HI
Harbour Investments
Wisconsin
-$1.23M
3
PPA
Parametric Portfolio Associates
Washington
-$1.18M
4
UBS Group
UBS Group
Switzerland
-$592K
5
AAM
Advisors Asset Management
Colorado
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$163K +$160K +11,677 New
IFG
52
Independent Financial Group
California
$160K +$5.61K +410 +4%
GIP
53
Greatmark Investment Partners
Georgia
$157K – – –
WAAG
54
Wealth Alliance Advisory Group
Kansas
$155K +$10.2K +744 +7%
MWM
55
Meridian Wealth Management
Kentucky
$154K – – –
CCG
56
Ceeto Capital Group
Florida
$152K – – –
IAIM
57
International Assets Investment Management
Florida
$148K +$144K +10,559 New
NL
58
NWAM LLC
Washington
$148K +$145K +10,570 New
IWA
59
IBEX Wealth Advisors
New Jersey
$142K +$96 +7 +0.1%
CFB
60
Cullen/Frost Bankers
Texas
$139K – – –
APA
61
American Portfolios Advisors
New York
$126K +$123K +9,000 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$118K -$16.1K -1,174 -12%
MM
63
Main Management
California
$91K -$10.9K -800 -11%
GWM
64
Geneos Wealth Management
Colorado
$66K – – –
MCM
65
MV Capital Management
Maryland
$61K – – –
FAG
66
Fortitude Advisory Group
Washington
$56K +$54.6K +3,994 New
AWM
67
Avior Wealth Management
Nebraska
$53K +$602 +44 +1%
CFGS
68
Concourse Financial Group Securities
Alabama
$51K +$12.6K +924 +33%
BFC
69
Bedel Financial Consulting
Indiana
$39K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$34K – – –
WFS
71
Widmann Financial Services
Maryland
$23K +$23.2K +1,700 New
EWM
72
Endurance Wealth Management
Rhode Island
$21K – – –
BAM
73
Byrne Asset Management
New Jersey
$21K +$20.9K +1,526 New
TFS
74
TrustCore Financial Services
Tennessee
$20K – – –
KPCM
75
Kings Point Capital Management
New York
$16K – – –
1 2
3
4

VGM Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust Investment Grade Municipals (VGM) for Q4 2021, worth a combined $142M — up 2.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VGM positions and 7 closed out — a net gain of 13 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.46M. The largest seller was Citadel Advisors, cutting an estimated $3.46M.

  • 90 institutional investors held Invesco Trust Investment Grade Municipals (VGM) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $142M of Invesco Trust Investment Grade Municipals stock for Q4 2021, up 2.6% quarter-over-quarter.
  • 20 funds opened new Invesco Trust Investment Grade Municipals positions in Q4 2021 and 7 closed out, a net change of +13 holders.
  • The largest Invesco Trust Investment Grade Municipals buyer in Q4 2021 was Guggenheim Capital, an estimated $1.46M added.
  • The largest Invesco Trust Investment Grade Municipals seller in Q4 2021 was Citadel Advisors, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2021.