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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

89 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
Melone Private Wealth
Michigan
$2.26M
2
GC
2
Guggenheim Capital
Illinois
$20.2M
3
Invesco
3
Invesco
Georgia
$1.76M
4
BI
4
Bramshill Investments
Florida
$26.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$267K
2
HI
2
Harbour Investments
Wisconsin
$317K
3
PPA
3
Parametric Portfolio Associates
Washington
$3.05M
4
UBS Group
4
UBS Group
Switzerland
$6.6M
5
AAM
5
Advisors Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
76
Rockbridge Investment Management
New York
$9K 620 – –
TWA
77
TCI Wealth Advisors
Arizona
$9K 630 +630 New
KFI
78
Key Financial Inc
Pennsylvania
$8K 608 – –
CA
79
CoreCap Advisors
Michigan
$8K 562 +562 New
Bessemer Group
80
Bessemer Group
New Jersey
$8K 573 +573 New
TFP
81
Tilia Fiduciary Partners
North Carolina
$8K 600 +600 New
MFT
82
Moisand Fitzgerald Tamayo
Florida
$7K 500 +500 New
AA
83
Ancora Advisors
Ohio
$5K 350 – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$5K 372 – –
CA
85
Centerpoint Advisors
Massachusetts
$5K 339 +339 New
AF
86
Allworth Financial
California
$2K 115 -1,436 -93%
Northern Trust
87
Northern Trust
Illinois
$2K 13,716 +25 +0.2%
GI
88
Gradient Investments
Minnesota
$1K 80 +80 New
AAM
89
Advisors Asset Management
Colorado
– – -25,727 Closed
CAM
90
Concorde Asset Management
Michigan
– – -13,450 Closed
BAM
91
Belpointe Asset Management
Nevada
– – -12,015 Closed
CP
92
Camelot Portfolios
Ohio
– – -10,000 Closed
AA
93
AlphaCentric Advisors
Puerto Rico
– – -10,000 Closed
HA
94
Herold Advisors
New York
– – -2,285 Closed
AWA
95
Arkadios Wealth Advisors
Georgia
– – -749 Closed
SFM
96
Signet Financial Management
New Jersey
$0 17 +17 New
1 2 3
4