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Invesco Trust Investment Grade Municipals
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94 hedge funds and large institutions have $124M invested in Invesco Trust Investment Grade Municipals in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

4% more funds holding

Funds holding: 90 → 94 (+4)

0.94% more ownership

Funds ownership: 18.74% → 19.68% (+0.94%)

13% less capital invested

Capital invested by funds: $142M → $124M (-$17.9M)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$3.05M
2
Cerity Partners
Cerity Partners
New York
+$2.78M
3
KIM
Karpus Investment Management
New York
+$2.45M
4
GC
Guggenheim Capital
Illinois
+$1.39M
5
PPA
Parametric Portfolio Associates
Washington
+$1.16M

Top Sellers

1
BI
Bramshill Investments
Florida
-$5.47M
2
UBS Group
UBS Group
Switzerland
-$1.99M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$449K
4
Wells Fargo
Wells Fargo
California
-$413K
5
Bank of America
Bank of America
North Carolina
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$212K -$177K -14,367 -44%
CIAS
52
Capital Investment Advisory Services
North Carolina
$203K – – –
FAIM
53
Financial Advocates Investment Management
Washington
$195K +$1.51K +123 +0.7%
VF
54
Virtu Financial
New York
$172K +$182K +14,762 New
SIMG
55
Sonora Investment Management Group
Arizona
$166K – – –
COLIM
56
City of London Investment Management
United Kingdom
$164K -$379K -30,850 -69%
ZIG
57
Zullo Investment Group
Pennsylvania
$157K – – –
WS
58
Wedbush Securities
California
$153K -$3.07K -250 -2%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$150K +$22.6K +1,835 +17%
LSC
60
Logan Stone Capital
Illinois
$145K +$154K +12,507 New
CIA
61
Capital Investment Advisors
Georgia
$144K – – –
KA
62
Kercheville Advisors
Texas
$143K +$135 +11 +0.1%
IFG
63
Independent Financial Group
California
$131K -$1.97K -160 -1%
GIP
64
Greatmark Investment Partners
Georgia
$131K – – –
MWM
65
Meridian Wealth Management
Kentucky
$128K – – –
CFGS
66
Concourse Financial Group Securities
Alabama
$128K +$90K +7,316 +199%
CAN
67
Cetera Advisor Networks
California
$126K -$10.8K -876 -8%
NL
68
NWAM LLC
Washington
$123K – – –
IWA
69
IBEX Wealth Advisors
New Jersey
$118K +$86 +7 +0.1%
CFB
70
Cullen/Frost Bankers
Texas
$116K – – –
APA
71
American Portfolios Advisors
New York
$105K – – –
WAM
72
Wolverine Asset Management
Illinois
$79K +$84K +6,832 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$63K -$37.3K -3,037 -36%
GWM
74
Geneos Wealth Management
Colorado
$54K +$12 +1 +0%
FAG
75
Fortitude Advisory Group
Washington
$46K – – –
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