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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco Trust Investment Grade Municipals in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.09M
3
Truist Financial
3
Truist Financial
North Carolina
$4.14M
4
BlackRock
4
BlackRock
New York
$2.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$3.49M
3
CA
3
Claro Advisors
Massachusetts
$0
4
H6H
4
Hightower 6M Holding
Kansas
$217K
5
DWM
5
Doyle Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$190K -$204K -19,373 -52%
CIAS
52
Capital Investment Advisory Services
North Carolina
$184K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$183K -$9K -854 -5%
FAIM
54
Financial Advocates Investment Management
Washington
$160K -$16.1K -1,533 -9%
SIMG
55
Sonora Investment Management Group
Arizona
$151K – – –
WAAG
56
Wealth Alliance Advisory Group
Kansas
$144K +$8.07K +768 +6%
ZIG
57
Zullo Investment Group
Pennsylvania
$142K – – –
WFA
58
Wellspring Financial Advisors
Ohio
$140K +$140K +13,313 New
KA
59
Kercheville Advisors
Texas
$130K +$254 +24 +0.2%
GWSG
60
GPS Wealth Strategies Group
Colorado
$123K +$121K +11,518 +5,674%
CFGS
61
Concourse Financial Group Securities
Alabama
$116K – – –
MWM
62
Meridian Wealth Management
Kentucky
$116K – – –
CIA
63
Capital Investment Advisors
Georgia
$112K -$18.6K -1,770 -14%
NL
64
NWAM LLC
Washington
$112K – – –
HKAM
65
Horizon Kinetics Asset Management
New York
$112K +$112K +10,414 New
CAN
66
Cetera Advisor Networks
California
$110K -$2.99K -286 -3%
CFB
67
Cullen/Frost Bankers
Texas
$105K – – –
APA
68
American Portfolios Advisors
New York
$94.8K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$57K +$52 +5 +0.1%
MM
70
Main Management
California
$53K +$53K +5,000 New
GWM
71
Geneos Wealth Management
Colorado
$49K – – –
AWM
72
Avior Wealth Management
Nebraska
$41K +$565 +54 +1%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$25K – – –
CA
74
Clearstead Advisors
Ohio
$23K +$23K +2,191 New
SPIA
75
Steward Partners Investment Advisory
New York
$20K – – –
1 2
3
4 5