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Invesco Trust Investment Grade Municipals

109 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

6% more funds holding

Funds holding: 103109 (+6)

1.13% more ownership

Funds ownership: 37.48%38.61% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $215M → $211M (-$3.11M)

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% 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
17
Increased
38
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$308K -$426K -41,405 -58%
Cohen & Steers
52
Cohen & Steers
New York
$303K +$51.4K +5,000 +20%
MG
53
Marex Group
$301K +$306K +29,782 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$264K
SFG
55
Sovereign Financial Group
Connecticut
$255K +$147K +14,277 +131%
ACP
56
Argyle Capital Partners
California
$242K +$246K +23,963 New
Cerity Partners
57
Cerity Partners
New York
$236K -$27.6K -2,683 -10%
LCM
58
Landscape Capital Management
New Jersey
$236K +$240K +23,365 New
AWM
59
Avior Wealth Management
Nebraska
$231K +$44.4K +4,314 +23%
NA
60
NewEdge Advisors
Louisiana
$229K +$62.7K +6,100 +37%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$223K -$380 -37 -0.2%
HI
62
Harbour Investments
Wisconsin
$219K +$52.4K +5,093 +31%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$214K +$42.7K +4,154 +24%
WCM
64
WealthBridge Capital Management
Ohio
$207K
SG
65
StoneX Group
New York
$197K +$200K +19,467 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$195K
RP
67
Riverbridge Partners
Minnesota
$194K -$7.41K -721 -4%
SQA
68
Simon Quick Advisors
New Jersey
$190K +$8.91K +867 +5%
KAS
69
Kestra Advisory Services
Texas
$181K +$69.9K +6,798 +61%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$179K
XT
71
XTX Topco
Cayman Islands
$172K +$175K +17,004 New
First Trust Advisors
72
First Trust Advisors
Illinois
$161K -$26K -2,530 -14%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$159K -$12.3K -1,200 -7%
PCM
74
Permanent Capital Management
Illinois
$154K +$157K +15,274 New
IFWM
75
Institute for Wealth Management
Colorado
$153K