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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

89 hedge funds and large institutions have $159M invested in Invesco Trust Investment Grade Municipals in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$28.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.95M
3
BI
3
Bramshill Investments
Florida
$21.1M
4
Truist Financial
4
Truist Financial
North Carolina
$6.85M
5
LPL Financial
5
LPL Financial
California
$1.68M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.9M
2
RCM
2
Rivernorth Capital Management
Florida
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$2.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
Invesco
5
Invesco
Georgia
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$49.2K 4,950 +4,950 New
AWM
77
Avior Wealth Management
Nebraska
$40.5K 4,076 +49 +1%
SPIA
78
Steward Partners Investment Advisory
New York
$16.3K 1,643 -234 -12%
WB
79
Webster Bank
Connecticut
$16.2K 1,633 +1,633 New
EWM
80
Endurance Wealth Management
Rhode Island
$15K 1,500 – –
AA
81
Ancora Advisors
Ohio
$14.1K 1,419 – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$8K 764 – –
BAM
83
Belpointe Asset Management
Nevada
$7.75K 780 – –
KFI
84
Key Financial Inc
Pennsylvania
$6.04K 608 – –
NIC
85
Northwest Investment Counselors
Oregon
$4.96K 499 – –
MWM
86
Mascoma Wealth Management
New Hampshire
$3.14K 320 – –
FHA
87
First Horizon Advisors
Tennessee
$1.94K 195 – –
AF
88
Allworth Financial
California
$1.21K 121 +1 +0.8%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$724 72,887 +4,568 +7%
HighTower Advisors
90
HighTower Advisors
Illinois
– – -75,266 Closed
WAM
91
Weiss Asset Management
Massachusetts
– – -48,264 Closed
RPCA
92
Running Point Capital Advisors
California
– – -20,000 Closed
OFW
93
Omnia Family Wealth
Florida
– – -18,796 Closed
HSA
94
HBK Sorce Advisory
Pennsylvania
– – -17,722 Closed
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
– – -14,994 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– – -12,572 Closed
PFS
97
Prospera Financial Services
Texas
– – -12,259 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– – -11,088 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – -11,000 Closed
WP
100
Woodline Partners
California
– – -10,473 Closed
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