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Invesco Trust Investment Grade Municipals
VGM
VGM
74 hedge funds and large institutions have $78M invested in Invesco Trust Investment Grade Municipals in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
15% more capital invested
Capital invested by funds: $68.1M → $78M (+$9.93M)
3% more funds holding
Funds holding: 72 → 74 (+2)
1.11% more ownership
Funds ownership: 9.87% → 10.97% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
24
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$4.09M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$2.66M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.28M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$934K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIMG
76
Financial & Investment Management Group
Traverse City,
Michigan
| – | -$640K | -49,524 | Closed |
|
|
SFWA
77
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| – | -$377K | -29,200 | Closed |
|
|
GWM
78
Gupta Wealth Management
San Diego,
California
| – | -$44K | -3,400 | Closed |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| – | -$27K | -2,089 | Closed |
|
|
BCM
80
Brookstone Capital Management
Wheaton,
Illinois
| – | -$24K | -1,880 | Closed |
|
|
DLHL
81
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$23K | -1,750 | Closed |
|
|
RIA
82
Regal Investment Advisors
Kentwood,
Michigan
| – | -$16K | -1,300 | Closed |
|
|
KPCM
83
Kings Point Capital Management
Great Neck,
New York
| – | -$15K | -1,170 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$13K | -1,000 | Closed |
|
|
TSW
85
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$8K | -657 | Closed |
|
|
LFR
86
Lehman Financial Resources
Media,
Pennsylvania
| – | -$3K | -292 | Closed |
|
|
OC
87
Oakworth Capital
Birmingham,
Alabama
| – | -$1K | -52 | Closed |
|