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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

85 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
18
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
BI
2
Bramshill Investments
Florida
$5.09M
3
RCM
3
Rivernorth Capital Management
Florida
$16.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
AA
5
AQR Arbitrage
Connecticut
$755K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$3.55M
2
SIA
2
Sit Investment Associates
Minnesota
$9.8M
3
MSL
3
Mackay Shields LLC
New York
$2.13M
4
UBS Group
4
UBS Group
Switzerland
$2.88M
5
PPA
5
Parametric Portfolio Associates
Washington
$9.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WQ
76
Wealth Quarterback
New Jersey
$8.75K 724 -375 -34%
PAM
77
Panagora Asset Management
Massachusetts
$7K 593 -79 -12%
VCM
78
Vigilant Capital Management
Maine
$7K 585 +585 New
KFI
79
Key Financial Inc
Pennsylvania
$7K 608 +608 New
Citigroup
80
Citigroup
New York
$6K 500 -8,000 -94%
RFM
81
Royal Fund Management
Florida
$6K 554 – –
US Bancorp
82
US Bancorp
Minnesota
$5K 400 +400 New
AA
83
Ancora Advisors
Ohio
$4K 350 – –
FCA
84
FinTrust Capital Advisors
South Carolina
$2K 188 – –
AF
85
Allworth Financial
California
$1K 106 +1 +1%
HH
86
Hilltop Holdings
Texas
– – -43,584 Closed
IAA
87
Independent Advisor Alliance
North Carolina
– – -41,575 Closed
ACA
88
Ackerman Capital Advisors
Texas
– – -36,790 Closed
ICA
89
Infrastructure Capital Advisors
New York
– – -26,900 Closed
SS
90
Sunbelt Securities
Texas
– – -18,373 Closed
JWM
91
Jupiter Wealth Management
Colorado
– – -11,500 Closed
PAS
92
Partnervest Advisory Services
California
– – -10,176 Closed
BAM
93
Belpointe Asset Management
Nevada
– – -8,650 Closed
BRC
94
Bell Rock Capital
Delaware
– – -2,751 Closed
WAM
95
Wolverine Asset Management
Illinois
– – -2,459 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
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