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Invesco Trust Investment Grade Municipals

66 hedge funds and large institutions have $68.6M invested in Invesco Trust Investment Grade Municipals in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 10.18%8.9% (-1.3%)

3% less funds holding

Funds holding: 6866 (-2)

9% less capital invested

Capital invested by funds: $75.3M → $68.6M (-$6.76M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
18
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
76
Virtu KCG Holdings
New York
-$136K -10,235 Closed
BRWA
77
B. Riley Wealth Advisors
Florida
-$29 -2,200 Closed
TRCT
78
Tower Research Capital (TRC)
New York
-$18K -1,381 Closed
FFC
79
First Financial Corp
Indiana
-$3K -200 Closed
Barclays
80
Barclays
United Kingdom
-$1K -46 Closed
WA
81
WFG Advisors
Texas
-$1K -43 Closed