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Invesco Trust Investment Grade Municipals
VGM
VGM
78 hedge funds and large institutions have $143M invested in Invesco Trust Investment Grade Municipals in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
1% more capital invested
Capital invested by funds: $142M → $143M (+$1.05M)
0.61% less ownership
Funds ownership: 19.4% → 18.79% (-0.61%)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
3% less funds holding
Funds holding: 80 → 78 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.6M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.03M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$549K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$494K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$493K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | -$13.9K | -1,000 | -73% |
|
|
AA
77
Ancora Advisors
Cleveland,
Ohio
| $5K | – | – | – |
|
|
PAM
78
Panagora Asset Management
Boston,
Massachusetts
| $1K | -$915 | -66 | -57% |
|
|
KIM
79
Karpus Investment Management
Pittsford,
New York
| – | -$1.01M | -75,091 | Closed |
|
|
PCA
80
Peddock Capital Advisors
Braintree,
Massachusetts
| – | -$179K | -13,300 | Closed |
|
|
BBA
81
BLB&B Advisors
Montgomeryville,
Pennsylvania
| – | -$143K | -10,633 | Closed |
|
|
NFG
82
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$138K | -10,272 | Closed |
|
|
WAP
83
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$108K | -7,993 | Closed |
|
|
SFS
84
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$35K | -2,500 | Closed |
|
|
HFM
85
Hartford Financial Management
Hartford,
Connecticut
| – | -$24K | -1,755 | Closed |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| – | -$11.4K | -844 | Closed |
|
87
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$11K | -825 | Closed |
|