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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

96 hedge funds and large institutions have $157M invested in Invesco Trust Investment Grade Municipals in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$6.01M
4
SIA
4
Sit Investment Associates
Minnesota
$19.1M
5
BI
5
Bramshill Investments
Florida
$20M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$113K
2
UBS Group
2
UBS Group
Switzerland
$2.25M
3
RCM
3
Rivernorth Capital Management
Florida
$14.7M
4
Invesco
4
Invesco
Georgia
$936K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$553K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$102K 10,122 +10,122 New
CT
77
Coastline Trust
Rhode Island
$101K 10,000 +10,000 New
CFB
78
Cullen/Frost Bankers
Texas
$100K 9,958 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$83.4K 8,300 +138 +2%
AWM
80
Avior Wealth Management
Nebraska
$40.5K 4,027 +53 +1%
MCC
81
Money Concepts Capital
Florida
$31.7K 3,150 +3,150 New
SPIA
82
Steward Partners Investment Advisory
New York
$18.9K 1,877 – –
EWM
83
Endurance Wealth Management
Rhode Island
$15K 1,500 – –
TFS
84
TrustCore Financial Services
Tennessee
$14.7K 1,462 – –
AA
85
Ancora Advisors
Ohio
$14K 1,419 – –
Bessemer Group
86
Bessemer Group
New Jersey
$14K 1,353 +124 +10%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$12K 1,204 -4,286 -78%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$8K 764 – –
BAM
89
Belpointe Asset Management
Nevada
$7.84K 780 +780 New
KFI
90
Key Financial Inc
Pennsylvania
$5.69K 608 – –
NIC
91
Northwest Investment Counselors
Oregon
$5.02K 499 +499 New
CA
92
CoreCap Advisors
Michigan
$4.14K 412 +412 New
MWM
93
Mascoma Wealth Management
New Hampshire
$3.22K 320 – –
FHA
94
First Horizon Advisors
Tennessee
$1.96K 195 – –
AF
95
Allworth Financial
California
$1.21K 120 +1 +0.8%
PAG
96
Private Advisor Group
New Jersey
$746 74,211 +2,513 +4%
WAM
97
Wolverine Asset Management
Illinois
– – -29,076 Closed
SFWA
98
Summit Financial Wealth Advisors
Louisiana
– – -16,950 Closed
CIA
99
Capital Investment Advisors
Georgia
– – -10,655 Closed
SWM
100
Silverlake Wealth Management
Vermont
– – -10,372 Closed
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