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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $108M invested in Invesco Trust Investment Grade Municipals in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.3M
2
BI
2
Bramshill Investments
Florida
$8.24M
3
RCM
3
Rivernorth Capital Management
Florida
$3.27M
4
WAM
4
Wolverine Asset Management
Illinois
$2.25M
5
SIA
5
Sit Investment Associates
Minnesota
$10.4M

Top Sellers

1
NCMW
1
Northern Capital Management (Wisconsin)
Wisconsin
$654K
2
NMC
2
Nine Masts Capital
Hong Kong
$0
3
UBS Group
3
UBS Group
Switzerland
$3.76M
4
Wells Fargo
4
Wells Fargo
California
$3.37M
5
Invesco
5
Invesco
Georgia
$867K
Name Market Value Shares Shares
Change 		Shares
Change %
BRC
76
Bell Rock Capital
Delaware
$57K 4,958 +56 +1%
TFS
77
TrustCore Financial Services
Tennessee
– – – –
ASN
78
Advisory Services Network
Georgia
$38K 3,294 -26,000 -89%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$28K 2,472 +1,000 +68%
QCIG
80
Quad-Cities Investment Group
Iowa
$21K 1,807 -2,421 -57%
HFM
81
Hartford Financial Management
Connecticut
– – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$18K 1,600 – –
SWM
83
SeaCrest Wealth Management
New York
$17K 1,510 – –
IA
84
IFP Advisors
Florida
$15K 1,297 – –
KPCM
85
Kings Point Capital Management
New York
$13K 1,170 – –
US Bancorp
86
US Bancorp
Minnesota
$12K 1,050 -300 -22%
FCA
87
FinTrust Capital Advisors
South Carolina
$11K 986 +986 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$9K 825 – –
GAM
89
Gemmer Asset Management
California
$7K 585 – –
RFM
90
Royal Fund Management
Florida
$6K 554 – –
NMC
91
Nine Masts Capital
Hong Kong
– – -125,400 Closed
Millennium Management
92
Millennium Management
New York
– – -28,334 Closed
DA
93
Doliver Advisors
Texas
– – -24,589 Closed
SG Americas Securities
94
SG Americas Securities
New York
– – -21,960 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
– – -10,902 Closed
CCG
96
Ceeto Capital Group
Florida
– – -10,900 Closed
AWA
97
ARS Wealth Advisors
Florida
– – -10,657 Closed
MIM
98
Macroview Investment Management
Maryland
– – -2,790 Closed
SFM
99
Signet Financial Management
New Jersey
– – -2,028 Closed
SWP
100
Stratos Wealth Partners
Ohio
– – -1,324 Closed
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4
5