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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

99 hedge funds and large institutions have $218M invested in Invesco Trust Investment Grade Municipals in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
35
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.3M
2
KIM
2
Karpus Investment Management
New York
$38.1M
3
SAG
3
SageView Advisory Group
California
$4.16M
4
Cerity Partners
4
Cerity Partners
New York
$3.49M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.43M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$6.98M
5
BF
5
BOK Financial
Oklahoma
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$366K -$148K -14,990 -29%
HighTower Advisors
52
HighTower Advisors
Illinois
$365K -$54.2K -5,508 -13%
WAM
53
Wolverine Asset Management
Illinois
$266K +$201K +20,433 +315%
FPCP
54
Fort Point Capital Partners
California
$263K +$263K +26,667 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$253K +$10 +1 +0%
SQA
56
Simon Quick Advisors
New Jersey
$248K +$26.3K +2,667 +12%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$217K – – –
HNW
58
High Note Wealth
Minnesota
$214K -$2.29K -232 -1%
Nomura Holdings
59
Nomura Holdings
Japan
$193K +$193K +19,541 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$192K +$91.8K +9,315 +92%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$184K +$72.8K +7,381 +66%
STA
62
Summit Trail Advisors
New York
$183K -$25K -2,539 -12%
WCM
63
WealthBridge Capital Management
Ohio
$182K -$19K -1,925 -9%
OC
64
Oppenheimer & Co
New York
$174K -$9.86K -1,000 -5%
KAS
65
Kestra Advisory Services
Texas
$153K +$5.01K +508 +3%
IFWM
66
Institute for Wealth Management
Colorado
$149K – – –
MNBTD
67
Moody National Bank Trust Division
Texas
$148K -$47.4K -4,809 -24%
WAAG
68
Wealth Alliance Advisory Group
Kansas
$145K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
$144K -$46K -4,669 -24%
AWM
70
Avior Wealth Management
Nebraska
$140K +$98K +9,934 +236%
NA
71
NewEdge Advisors
Louisiana
$138K +$29.6K +3,000 +27%
ZIG
72
Zullo Investment Group
Pennsylvania
$133K – – –
KA
73
Kercheville Advisors
Texas
$122K +$158 +16 +0.1%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$116K -$39.8K -4,033 -25%
HI
75
Harbour Investments
Wisconsin
$115K +$818 +83 +0.7%
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3
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