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Invesco Trust Investment Grade Municipals
VGM
VGM
69 hedge funds and large institutions have $73.3M invested in Invesco Trust Investment Grade Municipals in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more capital invested
Capital invested by funds: $59.9M → $73.3M (+$13.4M)
1.52% more ownership
Funds ownership: 9.04% → 10.56% (+1.5%)
4% less funds holding
Funds holding: 72 → 69 (-3)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.47M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.25M |
| 3 |
SG Americas Securities
New York
|
-$574K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$460K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$442K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$141K | -11,593 | Closed |
|
|
PCM
77
Prelude Capital Management
New York
| – | -$95.2K | -7,499 | -100% |
|
|
MA
78
MUFG Americas
New York
| – | -$61K | -5,000 | Closed |
|
|
BBPWM
79
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$8K | -619 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$1K | -112 | Closed |
|
|
NES
81
New England Securities
New York
| – | -$1K | -87 | Closed |
|
|
82
Geode Capital Management
Boston,
Massachusetts
| – | -$442K | – | – |
|