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Invesco Trust Investment Grade Municipals
VGM

72 hedge funds and large institutions have $68.1M invested in Invesco Trust Investment Grade Municipals in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $60.4M → $68.1M (+$7.68M)

9% more funds holding

Funds holding: 66 → 72 (+6)

0.94% more ownership

Funds ownership: 8.92% → 9.87% (+0.94%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
22
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Samson Capital Advisors
New York
+$3.63M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
+$1.42M
3
SIA
Sit Investment Associates
Minnesota
+$1.07M
4
Creative Planning
Creative Planning
Kansas
+$711K
5
Morgan Stanley
Morgan Stanley
New York
+$639K

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$1.29M
2
FIMG
Financial & Investment Management Group
Michigan
-$1.29M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.26M
4
VKH
Virtu KCG Holdings
New York
-$269K
5
TCT
TIAA CREF Trust
Missouri
-$261K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
– -$254K -20,000 Closed
PCM
77
Prelude Capital Management
New York
– -$76K -6,000 Closed
CTC
78
Central Trust Company
Missouri
– -$32K -2,507 Closed
AWM
79
Avior Wealth Management
Nebraska
– -$3K -200 Closed
TRCT
80
Tower Research Capital (TRC)
New York
– -$1K -78 Closed
1 2 3
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