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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

80 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.96M
2
UBS Group
2
UBS Group
Switzerland
$6.85M
3
COLIM
3
City of London Investment Management
United Kingdom
$607K
4
GC
4
Guggenheim Capital
Illinois
$17.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$539K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.01M
2
SIA
2
Sit Investment Associates
Minnesota
$12M
3
OCM
3
Orser Capital Management
Texas
$0
4
6M
4
6 Meridian
Kansas
$0
5
BI
5
Bramshill Investments
Florida
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
76
Rockbridge Investment Management
New York
$8K 620 – –
KFI
77
Key Financial Inc
Pennsylvania
$8K 608 – –
AA
78
Ancora Advisors
Ohio
$5K 350 – –
AF
79
Allworth Financial
California
$2K 112 +2 +2%
PAM
80
Panagora Asset Management
Massachusetts
$2K 115 +15 +15%
OCM
81
Orser Capital Management
Texas
– – -64,200 Closed
6M
82
6 Meridian
Kansas
– – -56,250 Closed
BWP
83
Bernardo Wealth Planning
Pennsylvania
– – -13,500 Closed
DWM
84
Dakota Wealth Management
Florida
– – -13,300 Closed
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
– – -12,614 Closed
ACA
86
Ackerman Capital Advisors
Texas
– – -10,105 Closed
PCG
87
Private Capital Group
Connecticut
– – -9,000 Closed
AWG
88
Altus Wealth Group
Colorado
– – -6,597 Closed
FPCG
89
Fort Pitt Capital Group
Pennsylvania
– – -3,945 Closed
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