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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

103 hedge funds and large institutions have $215M invested in Invesco Trust Investment Grade Municipals in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
38
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$10.2M
2
UBS Group
2
UBS Group
Switzerland
$5.19M
3
MSL
3
Mackay Shields LLC
New York
$3.95M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$8.07M
5
Ameriprise
5
Ameriprise
Minnesota
$2.96M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$29.9M
2
SCM
2
Saba Capital Management
New York
$25.4M
3
SIA
3
Sit Investment Associates
Minnesota
$26.3M
4
LPL Financial
4
LPL Financial
California
$1.57M
5
AA
5
AQR Arbitrage
Connecticut
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
51
Quarry LP
New York
$336K – – –
BF
52
BOK Financial
Oklahoma
$333K -$89.8K -8,500 -21%
NMC
53
Nine Masts Capital
Hong Kong
$306K -$179K -16,964 -37%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$277K -$11 -1 -0%
Cerity Partners
55
Cerity Partners
New York
$276K +$276K +26,091 New
Cohen & Steers
56
Cohen & Steers
New York
$264K +$264K +25,000 New
OC
57
Oppenheimer & Co
New York
$255K +$69.1K +6,542 +37%
ASFA
58
All Season Financial Advisors
Colorado
$235K +$69.4K +6,568 +42%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$233K +$391 +37 +0.2%
HNW
60
High Note Wealth
Minnesota
$220K -$8.75K -829 -4%
WCM
61
WealthBridge Capital Management
Ohio
$216K – – –
RP
62
Riverbridge Partners
Minnesota
$211K -$488K -46,227 -70%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$204K – – –
AWM
64
Avior Wealth Management
Nebraska
$196K +$33.3K +3,152 +20%
First Trust Advisors
65
First Trust Advisors
Illinois
$195K +$57.9K +5,481 +42%
SQA
66
Simon Quick Advisors
New Jersey
$189K +$10.5K +999 +6%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$188K +$188K +17,768 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$180K -$285 -27 -0.2%
WAAG
69
Wealth Alliance Advisory Group
Kansas
$179K +$28.1K +2,665 +19%
HI
70
Harbour Investments
Wisconsin
$175K +$47.4K +4,491 +37%
NA
71
NewEdge Advisors
Louisiana
$175K – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$168K +$5.28K +500 +3%
IFWM
73
Institute for Wealth Management
Colorado
$159K – – –
Nuveen Asset Management
74
Nuveen Asset Management
Illinois
$146K +$32.2K +3,045 +28%
ZIG
75
Zullo Investment Group
Pennsylvania
$143K – – –
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