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Invesco Trust Investment Grade Municipals

90 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, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

13% more funds holding

Funds holding: 8090 (+10)

3% more capital invested

Capital invested by funds: $138M → $142M (+$3.53M)

0.1% more ownership

Funds ownership: 18.65%18.74% (+0.1%)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
28
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$11K
RIM
77
Rockbridge Investment Management
New York
$9K
TWA
78
TCI Wealth Advisors
Arizona
$9K +$8.62K +630 New
KFI
79
Key Financial Inc
Pennsylvania
$8K
CA
80
CoreCap Advisors
Michigan
$8K +$7.69K +562 New
Bessemer Group
81
Bessemer Group
New Jersey
$8K +$7.84K +573 New
TFP
82
Tilia Fiduciary Partners
North Carolina
$8K +$8.21K +600 New
MFT
83
Moisand Fitzgerald Tamayo
Florida
$7K +$6.84K +500 New
AA
84
Ancora Advisors
Ohio
$5K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$5K
CA
86
Centerpoint Advisors
Massachusetts
$5K +$4.64K +339 New
AF
87
Allworth Financial
California
$2K -$19.6K -1,436 -93%
Northern Trust
88
Northern Trust
Illinois
$2K +$342 +25 +0.2%
GI
89
Gradient Investments
Minnesota
$1K +$1.09K +80 New
AAM
90
Advisors Asset Management
Colorado
-$352K -25,727 Closed
CAM
91
Concorde Asset Management
Michigan
-$184K -13,450 Closed
BAM
92
Belpointe Asset Management
Nevada
-$164K -12,015 Closed
AA
93
AlphaCentric Advisors
Puerto Rico
-$137K -10,000 Closed
CP
94
Camelot Portfolios
Ohio
-$137K -10,000 Closed
HA
95
Herold Advisors
New York
-$31K -2,285 Closed
AWA
96
Arkadios Wealth Advisors
Georgia
-$10K -749 Closed
SFM
97
Signet Financial Management
New Jersey
+$232 +17 New