Invesco Trust Investment Grade Municipals
VGM
VGM
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $215M → $211M (-$3.41M)
Holders
108
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$12.4M | |
| 2 | +$6.1M | |
| 3 | +$4.3M | |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$3.52M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.15M |
Top Sellers
| 1 | -$25.4M | |
| 2 | -$2.07M | |
| 3 | -$1.89M | |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.62M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$418K |