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Invesco Trust Investment Grade Municipals
VGM
VGM
74 hedge funds and large institutions have $63.6M invested in Invesco Trust Investment Grade Municipals in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
3% more funds holding
Funds holding: 72 → 74 (+2)
0.97% less ownership
Funds ownership: 9.68% → 8.7% (-0.97%)
9% less capital invested
Capital invested by funds: $69.9M → $63.6M (-$6.3M)
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.05M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$811K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$468K |
| 4 |
Morgan Stanley
New York
|
+$347K |
| 5 |
Millennium Management
New York
|
+$320K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
76
Gemmer Asset Management
Walnut Creek,
California
| $8K | – | – | – |
|
|
PPA
77
Parametric Portfolio Associates
Seattle,
Washington
| – | -$2.24M | -166,843 | Closed |
|
78
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$1.92M | -142,765 | Closed |
|
|
MG
79
Mather Group
Chicago,
Illinois
| – | -$948K | -70,677 | Closed |
|
80
Northern Trust
Chicago,
Illinois
| – | -$5K | -37,543 | Closed |
|
81
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$186K | -13,867 | Closed |
|
|
LNWWM
82
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$149K | -11,082 | Closed |
|
|
HH
83
Hilltop Holdings
Dallas,
Texas
| – | -$146K | -10,880 | Closed |
|
84
Creative Planning
Overland Park,
Kansas
| – | -$39K | -2,923 | Closed |
|
|
RBC
85
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$25K | -1,870 | Closed |
|
|
VWA
86
V Wealth Advisors
Overland Park,
Kansas
| – | -$17K | -1,300 | Closed |
|
|
PSUF
87
People's United Financial
Bridgeport,
Connecticut
| – | -$13K | -1,000 | Closed |
|