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Invesco Trust Investment Grade Municipals

85 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $164M → $152M (-$12.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.82M
2 -$1.46M
3 -$829K
4
UBS Group
UBS Group
Switzerland
-$405K
5
Cerity Partners
Cerity Partners
New York
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$157K
52
$156K
53
$151K
54
$132K
55
$128K
56
$125K
57
$120K
58
$118K
59
$115K
60
$105K
61
$103K
62
$102K
63
$99.4K
64
$98.2K
65
$93.6K
66
$93.5K
67
$93.5K
68
$90.7K
69
$86.4K
70
$85K
71
$69K
72
$65.6K
73
$46.2K
74
$38K
75
$35.4K