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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

87 hedge funds and large institutions have $77M invested in Invesco Trust Investment Grade Municipals in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
25
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.22M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$6.19M
3
SIA
3
Sit Investment Associates
Minnesota
$7.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$5M
5
LCM
5
Landscape Capital Management
New Jersey
$1.05M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.21M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$334K
3
DA
3
Doliver Advisors
Texas
$0
4
VanEck Associates
4
VanEck Associates
New York
$1.52M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
76
Macroview Investment Management
Maryland
$13K -$22.8K -1,750 -64%
PSUF
77
People's United Financial
Connecticut
$13K – – –
Creative Planning
78
Creative Planning
Kansas
$12K -$106K -8,167 -90%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$12K – – –
NFG
80
Next Financial Group
Texas
$11K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
M
82
MOTCO
Texas
$8K +$8K +666 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
Northern Trust
84
Northern Trust
Illinois
$5K +$5K +43,267 New
AA
85
Ancora Advisors
Ohio
$4K +$4K +350 New
AAP
86
Arax Advisory Partners
Colorado
$3K +$3K +223 New
MFS
87
MSI Financial Services
Massachusetts
$1K -$12.6K -1,094 -93%
DA
88
Doliver Advisors
Texas
– -$1.2M -85,406 Closed
CRC
89
Curi RMB Capital
Illinois
– -$431K -30,560 Closed
LWAC
90
Laurel Wealth Advisors (California)
California
– -$326K -23,120 Closed
TC
91
TFS Capital
Pennsylvania
– -$144K -10,190 Closed
CAW
92
Cornerstone Advisors (Washington)
Washington
– -$56K -4,000 Closed
TDC
93
Thompson Davis & Co
Virginia
– -$28K -2,000 Closed
WAM
94
Wolverine Asset Management
Illinois
– -$21K -1,501 Closed
First Manhattan
95
First Manhattan
New York
– -$21K -1,500 Closed
GAM
96
Gemmer Asset Management
California
– -$8K -585 Closed
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