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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

88 hedge funds and large institutions have $128M invested in Invesco Trust Investment Grade Municipals in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.09M
3
Truist Financial
3
Truist Financial
North Carolina
$4.14M
4
BlackRock
4
BlackRock
New York
$2.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$3.49M
3
CA
3
Claro Advisors
Massachusetts
$0
4
H6H
4
Hightower 6M Holding
Kansas
$217K
5
DWM
5
Doyle Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Endurance Wealth Management
Rhode Island
$16K – – –
FBC
77
Fairfield, Bush & Co
Connecticut
$16K +$16K +1,500 New
TFS
78
TrustCore Financial Services
Tennessee
$15K – – –
AA
79
Ancora Advisors
Ohio
$15K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$8K – – –
KFI
81
Key Financial Inc
Pennsylvania
$6K – – –
TFP
82
Tilia Fiduciary Partners
North Carolina
$6K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$4K -$8.88K -808 -69%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$4K – – –
CA
85
CoreCap Advisors
Michigan
$4K +$4K +412 New
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +298 New
MWM
87
Mascoma Wealth Management
New Hampshire
$3K +$3K +320 New
AF
88
Allworth Financial
California
$1K +$8 +1 +0.9%
CA
89
Claro Advisors
Massachusetts
– -$679K -48,636 Closed
DWM
90
Doyle Wealth Management
Florida
– -$562K -48,344 Closed
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
– -$256K -22,000 Closed
PFS
92
Prospera Financial Services
Texas
– -$219K -18,859 Closed
VF
93
Virtu Financial
New York
– -$172K -14,762 Closed
COLIM
94
City of London Investment Management
United Kingdom
– -$164K -14,150 Closed
Northern Trust
95
Northern Trust
Illinois
– -$2K -13,755 Closed
WS
96
Wedbush Securities
California
– -$153K -13,151 Closed
LSC
97
Logan Stone Capital
Illinois
– -$145K -12,507 Closed
IWA
98
IBEX Wealth Advisors
New Jersey
– -$118K -10,169 Closed
WAM
99
Wolverine Asset Management
Illinois
– -$79K -6,832 Closed
FAG
100
Fortitude Advisory Group
Washington
– -$46K -3,994 Closed
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