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Invesco Trust Investment Grade Municipals
VGM
VGM
80 hedge funds and large institutions have $138M invested in Invesco Trust Investment Grade Municipals in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 78 → 80 (+2)
0.14% less ownership
Funds ownership: 18.79% → 18.65% (-0.14%)
3% less capital invested
Capital invested by funds: $143M → $138M (-$4.57M)
Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.83M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$877K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$712K |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
+$680K |
| 5 |
LPL Financial
San Diego,
California
|
+$326K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
76
Key Financial Inc
West Chester,
Pennsylvania
| $8K | – | – | – |
|
|
RIM
77
Rockbridge Investment Management
Syracuse,
New York
| $8K | – | – | – |
|
|
AA
78
Ancora Advisors
Cleveland,
Ohio
| $5K | – | – | – |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | – | – | – |
|
80
Northern Trust
Chicago,
Illinois
| $2K | +$193K | +13,691 | New |
|
|
MSL
81
Mackay Shields LLC
New York
| – | -$1.09M | -77,998 | Closed |
|
|
ACA
82
Ackerman Capital Advisors
Dallas,
Texas
| – | -$499K | -35,621 | Closed |
|
|
PFS
83
Prospera Financial Services
Dallas,
Texas
| – | -$213K | -15,159 | Closed |
|
|
NL
84
NWAM LLC
Mercer Island,
Washington
| – | -$162K | -11,570 | Closed |
|
|
NFSG
85
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$55K | -3,900 | Closed |
|
|
PAM
86
Panagora Asset Management
Boston,
Massachusetts
| – | -$1K | -49 | Closed |
|