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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.9M
2
RCM
2
Rivernorth Capital Management
Florida
$15M
3
Wells Fargo
3
Wells Fargo
California
$3.74M
4
KIM
4
Karpus Investment Management
New York
$3.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.47M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$393K
2
BI
2
Bramshill Investments
Florida
$17M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.75M
4
DWM
4
Dakota Wealth Management
Florida
$0
5
HNW
5
High Note Wealth
Minnesota
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$164K – – –
WAAG
52
Wealth Alliance Advisory Group
Kansas
$162K +$34K +3,639 +27%
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$154K -$157K -17,250 -50%
SIMG
54
Sonora Investment Management Group
Arizona
$151K – – –
FAIM
55
Financial Advocates Investment Management
Washington
$139K -$3.34K -357 -2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$134K -$44.8K -4,800 -25%
ZIG
57
Zullo Investment Group
Pennsylvania
$126K – – –
KA
58
Kercheville Advisors
Texas
$115K +$159 +17 +0.1%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$114K +$114K +12,194 New
SWM
60
Spire Wealth Management
Virginia
$112K -$72.6K -7,780 -39%
GWSG
61
GPS Wealth Strategies Group
Colorado
$110K – – –
MWM
62
Meridian Wealth Management
Kentucky
$103K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$103K – – –
CIA
64
Capital Investment Advisors
Georgia
$100K – – –
CAN
65
Cetera Advisor Networks
California
$99K +$310 +33 +0.3%
SWM
66
Silverlake Wealth Management
Vermont
$97.1K +$97.1K +10,372 New
CFB
67
Cullen/Frost Bankers
Texas
$93K – – –
APA
68
American Portfolios Advisors
New York
$84.2K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$76K +$53.6K +5,755 +239%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$51K +$56 +6 +0.1%
MM
71
Main Management
California
$47K – – –
AWM
72
Avior Wealth Management
Nebraska
$37K +$493 +53 +1%
CA
73
Clearstead Advisors
Ohio
$21K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$18K – – –
EWM
75
Endurance Wealth Management
Rhode Island
$14K – – –
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3
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