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Invesco Trust Investment Grade Municipals

116 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
39
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$350K +$350K +36,931 New
MHS
52
M Holdings Securities
Oregon
$318K +$318K +33,530 New
SFG
53
Sovereign Financial Group
Connecticut
$289K +$23.5K +2,481 +9%
Cohen & Steers
54
Cohen & Steers
New York
$285K
PFS
55
Prospera Financial Services
Texas
$269K +$121K +12,750 +82%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$267K -$41.9K -4,417 -14%
BB
57
Burford Brothers
Texas
$262K +$262K +27,625 New
HI
58
Harbour Investments
Wisconsin
$241K +$33.9K +3,576 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$230K +$47K +4,949 +26%
NA
60
NewEdge Advisors
Louisiana
$219K -$5.69K -600 -3%
SG
61
StoneX Group
New York
$216K +$31.4K +3,306 +17%
WCM
62
WealthBridge Capital Management
Ohio
$214K +$23.7K +2,500 +13%
CA
63
Calton & Associates
Florida
$209K +$83.4K +8,789 +67%
RP
64
Riverbridge Partners
Minnesota
$206K +$10.3K +1,087 +5%
SFA
65
Sequoia Financial Advisors
Ohio
$199K +$199K +20,953 New
KAS
66
Kestra Advisory Services
Texas
$194K -$6.18K -651 -3%
SQA
67
Simon Quick Advisors
New Jersey
$188K +$4.5K +474 +2%
NL
68
Nuveen LLC
North Carolina
$177K
Cerity Partners
69
Cerity Partners
New York
$176K -$29.3K -3,091 -14%
First Trust Advisors
70
First Trust Advisors
Illinois
$174K +$28.3K +2,987 +20%
FPAS
71
Focus Partners Advisor Solutions
Missouri
$169K +$169K +17,818 New
AAS
72
Avantax Advisory Services
Texas
$168K +$168K +17,674 New
AC
73
AlphaCore Capital
California
$152K +$3.03K +319 +2%
WAAG
74
Wealth Alliance Advisory Group
Kansas
$149K
IFWM
75
Institute for Wealth Management
Colorado
$143K