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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

115 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
39
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$10.3M
2
Wells Fargo
2
Wells Fargo
California
$5.22M
3
Bank of America
3
Bank of America
North Carolina
$4.12M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$646K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$559K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
SIA
2
Sit Investment Associates
Minnesota
$6.91M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
RCM
4
Rivernorth Capital Management
Florida
$15.6M
5
Truist Financial
5
Truist Financial
North Carolina
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
76
Kercheville Advisors
Texas
$138K 14,551 +1,031 +8%
DAS
77
Dynamic Advisor Solutions
Arizona
$135K 14,250 +600 +4%
Millennium Management
78
Millennium Management
New York
$133K 14,000 +14,000 New
ZIG
79
Zullo Investment Group
Pennsylvania
$128K 13,500 – –
STA
80
Summit Trail Advisors
New York
$127K 13,380 +1,003 +8%
CIA
81
Capital Investment Advisors
Georgia
$124K 13,055 +500 +4%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$120K 12,692 -2,169 -15%
KeyBank National Association
83
KeyBank National Association
Ohio
$113K 11,883 -200 -2%
CCG
84
Catalina Capital Group
California
$105K 11,050 – –
IWC
85
Integrated Wealth Concepts
Massachusetts
$104K 11,010 – –
AA
86
Alesco Advisors
New York
$104K 11,000 – –
WFA
87
WMG Financial Advisors
Tennessee
$104K 10,965 +10,965 New
MNBTD
88
Moody National Bank Trust Division
Texas
$104K 10,948 – –
CIA
89
Concurrent Investment Advisors
Florida
$97.8K 10,305 – –
CWM
90
Cornerstone Wealth Management
Missouri
$97.5K 10,271 +10,271 New
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$96K 10,111 -1,489 -13%
HNW
92
High Note Wealth
Minnesota
$66.9K 7,047 -700 -9%
MHIP
93
Mountain Hill Investment Partners
New Jersey
$66.4K 7,000 – –
NS
94
NBC Securities
Alabama
$59K 6,227 +1,686 +37%
IA
95
IFP Advisors
Florida
$34.6K 3,647 +997 +38%
Comerica Bank
96
Comerica Bank
Texas
$27.5K 2,900 -1,100 -28%
CI
97
CX Institutional
Indiana
$23K 2,399 – –
EB
98
Eastern Bank
Massachusetts
$20.7K 2,186 – –
EC
99
Elequin Capital
New York
$14.1K 1,482 +1,482 New
AA
100
Ancora Advisors
Ohio
$12.6K 1,327 -46 -3%
1 2 3
4
5