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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

108 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
38
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$28.7M
2
KIM
2
Karpus Investment Management
New York
$34.7M
3
RCM
3
Robinson Capital Management
Michigan
$14M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$11.2M
5
LPL Financial
5
LPL Financial
California
$3.65M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$23.1M
3
AA
3
AQR Arbitrage
Connecticut
$438K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$308K 30,489 -41,405 -58%
Cohen & Steers
52
Cohen & Steers
New York
$303K 30,000 +5,000 +20%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$264K 26,188 – –
SFG
54
Sovereign Financial Group
Connecticut
$255K 25,215 +14,277 +131%
ACP
55
Argyle Capital Partners
California
$242K 23,963 +23,963 New
Cerity Partners
56
Cerity Partners
New York
$236K 23,408 -2,683 -10%
LCM
57
Landscape Capital Management
New Jersey
$236K 23,365 +23,365 New
AWM
58
Avior Wealth Management
Nebraska
$231K 22,890 +4,314 +23%
NA
59
NewEdge Advisors
Louisiana
$229K 22,670 +6,100 +37%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$223K 22,033 -37 -0.2%
HI
61
Harbour Investments
Wisconsin
$219K 21,679 +5,093 +31%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$214K 21,177 +4,154 +24%
WCM
63
WealthBridge Capital Management
Ohio
$207K 20,500 – –
SG
64
StoneX Group
New York
$197K 19,467 +19,467 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$195K 19,315 – –
RP
66
Riverbridge Partners
Minnesota
$194K 19,223 -721 -4%
SQA
67
Simon Quick Advisors
New Jersey
$190K 18,774 +867 +5%
KAS
68
Kestra Advisory Services
Texas
$181K 17,874 +6,798 +61%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$179K 17,768 – –
XT
70
XTX Topco
Cayman Islands
$172K 17,004 +17,004 New
First Trust Advisors
71
First Trust Advisors
Illinois
$161K 15,920 -2,530 -14%
WAAG
72
Wealth Alliance Advisory Group
Kansas
$159K 15,737 -1,200 -7%
PCM
73
Permanent Capital Management
Illinois
$154K 15,274 +15,274 New
IFWM
74
Institute for Wealth Management
Colorado
$153K 15,100 – –
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$150K 14,861 +14,861 New
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