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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.36%
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
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$20.9M
2
RCM
2
Rivernorth Capital Management
Florida
$14.1M
3
RCM
3
Robinson Capital Management
Michigan
$3.86M
4
LSC
4
Logan Stone Capital
Illinois
$3.65M
5
AA
5
AQR Arbitrage
Connecticut
$3.39M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$23.1M
2
DFG
2
Delphi Financial Group
Delaware
$0
3
BlackRock
3
BlackRock
New York
$1.28M
4
UBS Group
4
UBS Group
Switzerland
$2.23M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$157K +$157K +18,448 New
WCM
52
WealthBridge Capital Management
Ohio
$156K +$35.7K +4,200 +30%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$151K – – –
SRC
54
Shufro Rose & Co
New York
$132K – – –
IFWM
55
Institute for Wealth Management
Colorado
$128K – – –
WAAG
56
Wealth Alliance Advisory Group
Kansas
$125K +$24.5K +2,884 +24%
MFG
57
Merit Financial Group
Georgia
$120K -$663 -78 -0.5%
KAS
58
Kestra Advisory Services
Texas
$118K +$952 +112 +0.8%
ZIG
59
Zullo Investment Group
Pennsylvania
$115K – – –
KA
60
Kercheville Advisors
Texas
$105K +$128 +15 +0.1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$103K -$25.4K -3,000 -20%
SWM
62
Spire Wealth Management
Virginia
$102K – – –
GCP
63
Gill Capital Partners
Colorado
$99.4K – – –
DAS
64
Dynamic Advisor Solutions
Arizona
$98.2K +$3.83K +450 +4%
IWC
65
Integrated Wealth Concepts
Massachusetts
$93.6K -$35.5K -4,175 -27%
MWM
66
Meridian Wealth Management
Kentucky
$93.5K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$93.5K -$5.14K -605 -5%
CAN
68
Cetera Advisor Networks
California
$90.7K +$255 +30 +0.3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$86.4K -$9 -1 -0%
MC
70
Moors & Cabot
Massachusetts
$85K -$34K -4,000 -29%
GWSG
71
GPS Wealth Strategies Group
Colorado
$69K – – –
CWM
72
Compass Wealth Management
Connecticut
$65.6K – – –
IA
73
IFP Advisors
Florida
$46.2K +$26 +3 +0.1%
NS
74
NBC Securities
Alabama
$38K +$38K +4,541 New
AWM
75
Avior Wealth Management
Nebraska
$35.4K +$408 +48 +1%
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3
4