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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
LA
3
LexAurum Advisors
Kansas
$1.13M
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$30.9M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
RCM
3
Rivernorth Capital Management
Florida
$26.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.82M
5
VanEck Associates
5
VanEck Associates
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
51
Cohen & Steers
New York
$299K 30,000 – –
SFG
52
Sovereign Financial Group
Connecticut
$278K 27,949 +2,734 +11%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$261K 26,188 – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$240K 24,069 +2,892 +14%
NA
55
NewEdge Advisors
Louisiana
$236K 23,670 +1,000 +4%
AWM
56
Avior Wealth Management
Nebraska
$221K 22,237 -653 -3%
HI
57
Harbour Investments
Wisconsin
$217K 21,776 +97 +0.4%
Cerity Partners
58
Cerity Partners
New York
$215K 21,630 -1,778 -8%
KAS
59
Kestra Advisory Services
Texas
$210K 21,122 +3,248 +18%
RP
60
Riverbridge Partners
Minnesota
$205K 20,620 +1,397 +7%
WCM
61
WealthBridge Capital Management
Ohio
$199K 20,000 -500 -2%
SG
62
StoneX Group
New York
$194K 19,496 +29 +0.1%
SQA
63
Simon Quick Advisors
New Jersey
$192K 19,327 +553 +3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$192K 19,315 – –
NL
65
Nuveen LLC
North Carolina
$186K 18,694 +18,694 New
Bessemer Group
66
Bessemer Group
New Jersey
$158K 15,825 +15,825 New
WAAG
67
Wealth Alliance Advisory Group
Kansas
$157K 15,737 – –
AC
68
AlphaCore Capital
California
$157K 15,721 +15,721 New
PFS
69
Prospera Financial Services
Texas
$155K 15,606 +15,606 New
First Trust Advisors
70
First Trust Advisors
Illinois
$152K 15,305 -615 -4%
IFWM
71
Institute for Wealth Management
Colorado
$150K 15,100 – –
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$148K 14,861 – –
PCM
73
Permanent Capital Management
Illinois
$140K 14,029 -1,245 -8%
DAS
74
Dynamic Advisor Solutions
Arizona
$136K 13,650 +900 +7%
KA
75
Kercheville Advisors
Texas
$135K 13,520 +29 +0.2%
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