We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

94 hedge funds and large institutions have $124M invested in Invesco Trust Investment Grade Municipals in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

4% more funds holding

Funds holding: 9094 (+4)

0.94% more ownership

Funds ownership: 18.74%19.68% (+0.94%)

13% less capital invested

Capital invested by funds: $142M → $124M (-$17.9M)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$44K +$627 +51 +1%
BFC
77
Bedel Financial Consulting
Indiana
$41K +$8.88K +722 +26%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$28K
HA
79
Herold Advisors
New York
$26.6K +$28.1K +2,285 New
SPIA
80
Steward Partners Investment Advisory
New York
$22K +$23.1K +1,877 New
BAM
81
Byrne Asset Management
New Jersey
$18K
EWM
82
Endurance Wealth Management
Rhode Island
$17K
TFS
83
TrustCore Financial Services
Tennessee
$17K
AA
84
Ancora Advisors
Ohio
$16K +$13.1K +1,069 +305%
KPCM
85
Kings Point Capital Management
New York
$14K
Bessemer Group
86
Bessemer Group
New Jersey
$14K +$7.37K +599 +105%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$9K
RIM
88
Rockbridge Investment Management
New York
$7.33K
KFI
89
Key Financial Inc
Pennsylvania
$7K
TFP
90
Tilia Fiduciary Partners
North Carolina
$7K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$4K
Northern Trust
92
Northern Trust
Illinois
$2K +$480 +39 +0.3%
GWSG
93
GPS Wealth Strategies Group
Colorado
$2K +$2.5K +203 New
AF
94
Allworth Financial
California
$1K +$25 +2 +2%
Citadel Advisors
95
Citadel Advisors
Florida
-$267K -19,138 Closed
CCG
96
Ceeto Capital Group
Florida
-$152K -10,900 Closed
IAIM
97
International Assets Investment Management
Florida
-$148K -10,559 Closed
MM
98
Main Management
California
-$91K -6,500 Closed
MCM
99
MV Capital Management
Maryland
-$61K -4,375 Closed
WFS
100
Widmann Financial Services
Maryland
-$23K -1,700 Closed