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Invesco Trust Investment Grade Municipals

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.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

1% more capital invested

Capital invested by funds: $157M → $159M (+$1.74M)

0.63% more ownership

Funds ownership: 28.98%29.61% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9689 (-7)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$49.2K +$49.5K +4,950 New
AWM
77
Avior Wealth Management
Nebraska
$40.5K +$490 +49 +1%
SPIA
78
Steward Partners Investment Advisory
New York
$16.3K -$2.34K -234 -12%
WB
79
Webster Bank
Connecticut
$16.2K +$16.3K +1,633 New
EWM
80
Endurance Wealth Management
Rhode Island
$15K
AA
81
Ancora Advisors
Ohio
$14.1K
BFEC
82
Benjamin F. Edwards & Company
Missouri
$8K
BAM
83
Belpointe Asset Management
Nevada
$7.75K
KFI
84
Key Financial Inc
Pennsylvania
$6.04K
NIC
85
Northwest Investment Counselors
Oregon
$4.96K
MWM
86
Mascoma Wealth Management
New Hampshire
$3.14K
FHA
87
First Horizon Advisors
Tennessee
$1.94K
AF
88
Allworth Financial
California
$1.21K +$10 +1 +0.8%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$724 +$45.7K +4,568 +7%
HighTower Advisors
90
HighTower Advisors
Illinois
-$753K -75,266 Closed
WAM
91
Weiss Asset Management
Massachusetts
-$485K -48,264 Closed
RPCA
92
Running Point Capital Advisors
California
-$201K -20,000 Closed
OFW
93
Omnia Family Wealth
Florida
-$189K -18,796 Closed
HSA
94
HBK Sorce Advisory
Pennsylvania
-$178K -17,722 Closed
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
-$151K -14,994 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$126K -12,572 Closed
PFS
97
Prospera Financial Services
Texas
-$123K -12,259 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$111K -11,088 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
-$110K -11,000 Closed
WP
100
Woodline Partners
California
-$105K -10,473 Closed