VGM icon

Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

93 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, 16 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$16.7M
2
Cerity Partners
2
Cerity Partners
New York
$2.9M
3
KIM
3
Karpus Investment Management
New York
$2.31M
4
GC
4
Guggenheim Capital
Illinois
$18.2M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.63M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$3.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$420K
4
Wells Fargo
4
Wells Fargo
California
$4.69M
5
Bank of America
5
Bank of America
North Carolina
$4.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$212K 18,224 -14,367 -44%
CIAS
52
Capital Investment Advisory Services
North Carolina
$203K 17,500 – –
FAIM
53
Financial Advocates Investment Management
Washington
$195K 16,746 +123 +0.7%
VF
54
Virtu Financial
New York
$172K 14,762 +14,762 New
SIMG
55
Sonora Investment Management Group
Arizona
$166K 14,328 – –
COLIM
56
City of London Investment Management
United Kingdom
$164K 14,150 -30,850 -69%
ZIG
57
Zullo Investment Group
Pennsylvania
$157K 13,500 – –
WS
58
Wedbush Securities
California
$153K 13,151 -250 -2%
WAAG
59
Wealth Alliance Advisory Group
Kansas
$150K 12,929 +1,835 +17%
LSC
60
Logan Stone Capital
Illinois
$145K 12,507 +12,507 New
CIA
61
Capital Investment Advisors
Georgia
$144K 12,425 – –
KA
62
Kercheville Advisors
Texas
$143K 12,277 +11 +0.1%
GIP
63
Greatmark Investment Partners
Georgia
$131K 11,250 – –
MWM
64
Meridian Wealth Management
Kentucky
$128K 11,000 – –
CFGS
65
Concourse Financial Group Securities
Alabama
$128K 11,000 +7,316 +199%
CAN
66
Cetera Advisor Networks
California
$126K 10,801 -876 -8%
NL
67
NWAM LLC
Washington
$123K 10,570 – –
IWA
68
IBEX Wealth Advisors
New Jersey
$118K 10,169 +7 +0.1%
CFB
69
Cullen/Frost Bankers
Texas
$116K 9,958 – –
APA
70
American Portfolios Advisors
New York
$105K 9,000 – –
WAM
71
Wolverine Asset Management
Illinois
$79K 6,832 +6,832 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$63K 5,479 -3,037 -36%
GWM
73
Geneos Wealth Management
Colorado
$54K 4,733 +1 +0%
FAG
74
Fortitude Advisory Group
Washington
$46K 3,994 – –
AWM
75
Avior Wealth Management
Nebraska
$44K 3,867 +51 +1%
1 2
3
4 5