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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

91 hedge funds and large institutions have $164M invested in Invesco Trust Investment Grade Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
33
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$13.5M
2
SIA
2
Sit Investment Associates
Minnesota
$29.6M
3
BI
3
Bramshill Investments
Florida
$21.7M
4
LSC
4
Logan Stone Capital
Illinois
$2.19M
5
UBS Group
5
UBS Group
Switzerland
$3.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.96M
2
Invesco
2
Invesco
Georgia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.56M
4
ECG
4
Edge Capital Group
Georgia
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$147K – – –
IFWM
52
Institute for Wealth Management
Colorado
$147K +$147K +15,100 New
MFG
53
Merit Financial Group
Georgia
$138K +$138K +14,227 New
WCM
54
WealthBridge Capital Management
Ohio
$137K – – –
MC
55
Moors & Cabot
Massachusetts
$136K -$184K -19,000 -58%
KAS
56
Kestra Advisory Services
Texas
$134K -$47.3K -4,873 -26%
ZIG
57
Zullo Investment Group
Pennsylvania
$131K – – –
SIMG
58
Sonora Investment Management Group
Arizona
$127K – – –
ASN
59
Advisory Services Network
Georgia
$124K +$117 +12 +0.1%
RFC
60
Regions Financial Corp
Alabama
$121K -$33K -3,397 -21%
KA
61
Kercheville Advisors
Texas
$120K +$155 +16 +0.1%
SWM
62
Spire Wealth Management
Virginia
$117K – – –
WAAG
63
Wealth Alliance Advisory Group
Kansas
$115K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$115K +$115K +11,811 New
GCP
65
Gill Capital Partners
Colorado
$114K – – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$113K +$3.2K +330 +3%
DAS
67
Dynamic Advisor Solutions
Arizona
$108K +$1.46K +150 +1%
MWM
68
Meridian Wealth Management
Kentucky
$107K – – –
CAN
69
Cetera Advisor Networks
California
$103K +$272 +28 +0.3%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$98.7K +$1.62K +167 +2%
SA
71
Strategic Advisors
New York
$97.1K -$113K -11,673 -54%
CT
72
Coastline Trust
Rhode Island
$97.1K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$78.8K -$35K -3,608 -31%
CWM
74
Compass Wealth Management
Connecticut
$75K +$75K +7,720 New
IA
75
IFP Advisors
Florida
$52.8K -$777 -80 -1%
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