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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

88 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.9M
2
RCM
2
Rivernorth Capital Management
Florida
$15M
3
Wells Fargo
3
Wells Fargo
California
$3.74M
4
KIM
4
Karpus Investment Management
New York
$3.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.47M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$393K
2
BI
2
Bramshill Investments
Florida
$17M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.75M
4
DWM
4
Dakota Wealth Management
Florida
$0
5
HNW
5
High Note Wealth
Minnesota
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
76
TrustCore Financial Services
Tennessee
$14K – – –
AA
77
Ancora Advisors
Ohio
$13K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$12K +$8.45K +865 +238%
M
79
MOTCO
Texas
$10K +$10K +1,034 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$7K – – –
KFI
81
Key Financial Inc
Pennsylvania
$6K – – –
TFP
82
Tilia Fiduciary Partners
North Carolina
$6K – – –
MWM
83
Mascoma Wealth Management
New Hampshire
$3K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$3K +$3K +300 New
FHA
85
First Horizon Advisors
Tennessee
$2K +$2K +195 New
CHA
86
Carmichael Hill & Associates
Maryland
$2K +$2K +234 New
AF
87
Allworth Financial
California
$1K +$8 +1 +0.8%
MAM
88
Meeder Asset Management
Ohio
$1K +$1K +136 New
DWM
89
Dakota Wealth Management
Florida
– -$228K -21,648 Closed
WFA
90
Wellspring Financial Advisors
Ohio
– -$140K -13,313 Closed
NL
91
NWAM LLC
Washington
– -$112K -10,570 Closed
HKAM
92
Horizon Kinetics Asset Management
New York
– -$112K -10,414 Closed
GWM
93
Geneos Wealth Management
Colorado
– -$49K -4,733 Closed
FBC
94
Fairfield, Bush & Co
Connecticut
– -$16K -1,500 Closed
CA
95
CoreCap Advisors
Michigan
– -$4K -412 Closed
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
– -$4K -372 Closed
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
– -$3K -298 Closed
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