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Invesco Trust Investment Grade Municipals
VGM

72 hedge funds and large institutions have $74.3M invested in Invesco Trust Investment Grade Municipals in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 69 → 72 (+3)

1% more capital invested

Capital invested by funds: $73.3M → $74.3M (+$1.02M)

0.04% less ownership

Funds ownership: 10.56% → 10.52% (-0.04%)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.79M
2
GC
Guggenheim Capital
Illinois
+$994K
3
AAM
Advisors Asset Management
Colorado
+$929K
4
PPA
Parametric Portfolio Associates
Washington
+$680K
5
MIG
Mariner Investment Group
New York
+$656K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$7.05M
2
GCM
Gruss Capital Management
New York
-$857K
3
ACA
Anchor Capital Advisors
Massachusetts
-$563K
4
Comerica Bank
Comerica Bank
Texas
-$454K
5
LPL Financial
LPL Financial
California
-$294K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
– -$2K -197 Closed
1 2 3
4