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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

96 hedge funds and large institutions have $157M invested in Invesco Trust Investment Grade Municipals in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$6.01M
4
SIA
4
Sit Investment Associates
Minnesota
$19.1M
5
BI
5
Bramshill Investments
Florida
$20M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$113K
2
UBS Group
2
UBS Group
Switzerland
$2.25M
3
RCM
3
Rivernorth Capital Management
Florida
$14.7M
4
Invesco
4
Invesco
Georgia
$936K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$553K
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
51
Regions Financial Corp
Alabama
$159K 15,844 +15,844 New
SRC
52
Shufro Rose & Co
New York
$156K 15,500 -19,000 -55%
CA
53
Claro Advisors
Massachusetts
$152K 15,140 +15,140 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$152K 15,163 +816 +6%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$151K 14,994 +2,800 +23%
FAIM
56
Financial Advocates Investment Management
Washington
$148K 14,743 -113 -0.8%
WCM
57
WealthBridge Capital Management
Ohio
$142K 14,125 -8,175 -37%
ZIG
58
Zullo Investment Group
Pennsylvania
$136K 13,500 – –
IA
59
IFP Advisors
Florida
$133K 10,333 -6,472 -39%
SIMG
60
Sonora Investment Management Group
Arizona
$132K 13,121 -1,207 -8%
Citadel Advisors
61
Citadel Advisors
Florida
$126K 12,572 +12,572 New
KA
62
Kercheville Advisors
Texas
$124K 12,336 +18 +0.1%
PFS
63
Prospera Financial Services
Texas
$123K 12,259 +12,259 New
SWM
64
Spire Wealth Management
Virginia
$121K 12,000 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$120K 11,903 -7,617 -39%
WAAG
66
Wealth Alliance Advisory Group
Kansas
$119K 11,851 -5,485 -32%
GWSG
67
GPS Wealth Strategies Group
Colorado
$118K 11,721 – –
GCP
68
Gill Capital Partners
Colorado
$117K 11,691 -11,902 -50%
SA
69
Strategic Advisors
New York
$117K 11,673 +11,673 New
RJFSA
70
Raymond James Financial Services Advisors
Florida
$113K 11,265 -359,325 -97%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$111K 11,088 +11,088 New
MWM
72
Meridian Wealth Management
Kentucky
$111K 11,000 – –
CFGS
73
Concourse Financial Group Securities
Alabama
$111K 11,000 – –
CAN
74
Cetera Advisor Networks
California
$106K 10,581 +33 +0.3%
WP
75
Woodline Partners
California
$105K 10,473 +10,473 New
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