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Invesco Trust Investment Grade Municipals

89 hedge funds and large institutions have $159M invested in Invesco Trust Investment Grade Municipals in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
32
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$176K -$6.34K -650 -3%
RFC
52
Regions Financial Corp
Alabama
$158K
SRC
53
Shufro Rose & Co
New York
$154K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$151K
IWC
55
Integrated Wealth Concepts
Massachusetts
$151K +$151K +15,185 New
FAIM
56
Financial Advocates Investment Management
Washington
$143K -$3.36K -338 -2%
WCM
57
WealthBridge Capital Management
Ohio
$140K
ZIG
58
Zullo Investment Group
Pennsylvania
$134K
SIMG
59
Sonora Investment Management Group
Arizona
$130K
ASN
60
Advisory Services Network
Georgia
$127K -$229K -22,988 -64%
VF
61
Virtu Financial
New York
$124K -$315K -31,551 -72%
KA
62
Kercheville Advisors
Texas
$123K +$159 +16 +0.1%
SWM
63
Spire Wealth Management
Virginia
$119K
WAAG
64
Wealth Alliance Advisory Group
Kansas
$118K
GWSG
65
GPS Wealth Strategies Group
Colorado
$117K
GCP
66
Gill Capital Partners
Colorado
$116K
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$112K +$11.4K +1,148 +11%
MWM
68
Meridian Wealth Management
Kentucky
$109K
DAS
69
Dynamic Advisor Solutions
Arizona
$109K +$109K +10,950 New
CAN
70
Cetera Advisor Networks
California
$105K +$298 +30 +0.3%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$99.4K -$18.9K -1,902 -16%
CT
72
Coastline Trust
Rhode Island
$99.4K
Nomura Holdings
73
Nomura Holdings
Japan
$99.4K +$99.4K +10,000 New
IA
74
IFP Advisors
Florida
$69.6K -$60.8K -4,817 -47%
MM
75
Main Management
California
$50K +$50K +5,000 New