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Invesco Trust Investment Grade Municipals

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: 7978 (-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

VGM Hedge Fund Activity: Q3 2020 in Review

78 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust Investment Grade Municipals (VGM) for Q3 2020, worth a combined $139M — up 4% from $133M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VGM and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 24 added.

The largest buyer was Bramshill Investments, adding an estimated $8.83M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $4.73M sold.

  • 78 institutional investors held Invesco Trust Investment Grade Municipals (VGM) as of Q3 2020, down from 79 in Q2 2020.
  • Funds reported $139M of Invesco Trust Investment Grade Municipals stock for Q3 2020, up 4% quarter-over-quarter.
  • 10 funds opened new Invesco Trust Investment Grade Municipals positions in Q3 2020 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Trust Investment Grade Municipals buyer in Q3 2020 was Bramshill Investments, an estimated $8.83M added.
  • The largest Invesco Trust Investment Grade Municipals seller in Q3 2020 was Robinson Capital Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2020.