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Invesco Trust Investment Grade Municipals

69 hedge funds and large institutions have $74.5M invested in Invesco Trust Investment Grade Municipals in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $78M → $74.5M (-$3.47M)

1.05% less ownership

Funds ownership: 10.97%9.92% (-1.1%)

7% less funds holding

Funds holding: 7469 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
-$275K -20,604 Closed
Northern Trust
77
Northern Trust
Illinois
-$2K -15,901 Closed
TSS
78
Two Sigma Securities
New York
-$178K -13,355 Closed
PAG
79
Private Advisor Group
New Jersey
-$141K -10,550 Closed
CRC
80
Curi RMB Capital
Illinois
-$139K -10,423 Closed
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
-$16K -1,170 Closed
AIA
82
Allegis Investment Advisors
Idaho
-$13K -1,000 Closed