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Invesco Trust Investment Grade Municipals
VGM
VGM
71 hedge funds and large institutions have $62.3M invested in Invesco Trust Investment Grade Municipals in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 69 → 71 (+2)
0.42% more ownership
Funds ownership: 8.93% → 9.35% (+0.42%)
2% less capital invested
Capital invested by funds: $63.9M → $62.3M (-$1.55M)
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$653K |
| 2 |
LCM
Laurion Capital Management
New York
|
-$460K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$359K |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$357K |
| 5 |
Morgan Stanley
New York
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$169K | -12,842 | Closed |
|
|
CCB
77
Cutter & Co Brokerage
Ballwin,
Missouri
| – | -$167K | -12,635 | Closed |
|
|
HH
78
Hilltop Holdings
Dallas,
Texas
| – | -$143K | -10,880 | Closed |
|
|
EWM
79
Evercore Wealth Management
New York
| – | -$47K | -3,570 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$40K | -2,999 | Closed |
|