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Invesco Trust Investment Grade Municipals

108 hedge funds and large institutions have $205M invested in Invesco Trust Investment Grade Municipals in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.62% less ownership

Funds ownership: 38.61%37.99% (-0.62%)

1% less funds holding

Funds holding: 109108 (-1)

3% less capital invested

Capital invested by funds: $211M → $205M (-$6.51M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
51
Cohen & Steers
New York
$299K
SFG
52
Sovereign Financial Group
Connecticut
$278K +$27.6K +2,734 +11%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$261K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$240K +$29.2K +2,892 +14%
NA
55
NewEdge Advisors
Louisiana
$236K +$10.1K +1,000 +4%
AWM
56
Avior Wealth Management
Nebraska
$221K -$6.6K -653 -3%
HI
57
Harbour Investments
Wisconsin
$217K +$980 +97 +0.4%
Cerity Partners
58
Cerity Partners
New York
$215K -$18K -1,778 -8%
KAS
59
Kestra Advisory Services
Texas
$210K +$32.8K +3,248 +18%
RP
60
Riverbridge Partners
Minnesota
$205K +$14.1K +1,397 +7%
WCM
61
WealthBridge Capital Management
Ohio
$199K -$5.05K -500 -2%
SG
62
StoneX Group
New York
$194K +$293 +29 +0.1%
SQA
63
Simon Quick Advisors
New Jersey
$192K +$5.59K +553 +3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$192K
N
65
Nuveen
North Carolina
$186K -$175K -17,279 -48%
Bessemer Group
66
Bessemer Group
New Jersey
$158K +$160K +15,825 New
WAAG
67
Wealth Alliance Advisory Group
Kansas
$157K
AC
68
AlphaCore Capital
California
$157K +$159K +15,721 New
PFS
69
Prospera Financial Services
Texas
$155K +$158K +15,606 New
First Trust Advisors
70
First Trust Advisors
Illinois
$152K -$6.21K -615 -4%
IFWM
71
Institute for Wealth Management
Colorado
$150K
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$148K
PCM
73
Permanent Capital Management
Illinois
$140K -$12.6K -1,245 -8%
DAS
74
Dynamic Advisor Solutions
Arizona
$136K +$9.1K +900 +7%
KA
75
Kercheville Advisors
Texas
$135K +$293 +29 +0.2%