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Invesco Trust Investment Grade Municipals
VGM
VGM
69 hedge funds and large institutions have $63.9M invested in Invesco Trust Investment Grade Municipals in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
0% more capital invested
Capital invested by funds: $63.6M → $63.9M (+$240K)
0.23% more ownership
Funds ownership: 8.7% → 8.93% (+0.23%)
7% less funds holding
Funds holding: 74 → 69 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.06M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.04M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$781K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$496K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SG
76
Strid Group
Newtown Square,
Pennsylvania
| – | -$201K | -15,000 | Closed |
|
|
RJT
77
Raymond James Trust
St. Petersburg,
Florida
| – | -$193K | -14,379 | Closed |
|
78
Bank of New York Mellon
New York
| – | -$190K | -14,201 | Closed |
|
|
TSS
79
Two Sigma Securities
New York
| – | -$179K | -13,376 | Closed |
|
|
PAG
80
Private Advisor Group
Morristown,
New Jersey
| – | -$173K | -12,900 | Closed |
|
|
IH
81
IFC Holdings
Tampa,
Florida
| – | -$139K | -10,369 | Closed |
|
|
VF
82
Virtu Financial
New York
| – | -$135K | -10,083 | Closed |
|
|
IWA
83
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$121K | -8,960 | Closed |
|
|
HFM
84
Hartford Financial Management
Hartford,
Connecticut
| – | -$23K | -1,755 | Closed |
|
|
AF
85
Allworth Financial
Folsom,
California
| – | -$13K | – | – |
|