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Invesco Trust Investment Grade Municipals
VGM
VGM
78 hedge funds and large institutions have $139M invested in Invesco Trust Investment Grade Municipals in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
4% more capital invested
Capital invested by funds: $133M → $139M (+$5.37M)
0.18% more ownership
Funds ownership: 20.39% → 20.57% (+0.18%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 79 → 78 (-1)
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$8.83M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$323K |
| 5 |
LPL Financial
San Diego,
California
|
+$268K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
Ancora Advisors
Cleveland,
Ohio
| $4K | – | – | – |
|
|
AF
77
Allworth Financial
Folsom,
California
| $1K | +$13 | +1 | +0.9% |
|
|
FCA
78
FinTrust Capital Advisors
Greenville,
South Carolina
| $2 | – | – | – |
|
|
RCM
79
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$4.73M | -389,981 | Closed |
|
|
AA
80
AQR Arbitrage
Greenwich,
Connecticut
| – | -$839K | -69,655 | Closed |
|
|
DDPIC
81
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| – | -$160K | -13,250 | Closed |
|
|
CAN
82
Cetera Advisor Networks
El Segundo,
California
| – | -$44K | -3,634 | Closed |
|
|
KPW
83
Kore Private Wealth
New York
| – | -$34K | -2,859 | Closed |
|
|
PAG
84
Private Advisor Group
Morristown,
New Jersey
| – | -$19K | -1,575 | Closed |
|
|
KPCM
85
Kings Point Capital Management
Great Neck,
New York
| – | -$14K | -1,170 | Closed |
|
|
VCM
86
Vigilant Capital Management
Portland,
Maine
| – | -$7K | -585 | Closed |
|
87
Citigroup
New York
| – | -$6K | -500 | Closed |
|
88
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -333 | Closed |
|