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Invesco Trust Investment Grade Municipals

74 hedge funds and large institutions have $72.6M invested in Invesco Trust Investment Grade Municipals in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

3% more funds holding

Funds holding: 7274 (+2)

3% more capital invested

Capital invested by funds: $70.7M → $72.6M (+$1.97M)

0.63% more ownership

Funds ownership: 8.82%9.45% (+0.63%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
76
Karpus Investment Management
New York
-$871K -58,621 Closed
AIM
77
Allen Investment Management
New York
-$185K -12,460 Closed
LNWWM
78
Laird Norton Wetherby Wealth Management
California
-$152K -10,202 Closed
Deutsche Bank
79
Deutsche Bank
Germany
-$137K -9,240 Closed
TC
80
Trust Company
Kansas
-$19K -1,254 Closed
FNBT
81
FineMark National Bank & Trust
Florida
-$9K -597 Closed