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Invesco Trust Investment Grade Municipals

91 hedge funds and large institutions have $164M invested in Invesco Trust Investment Grade Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 8991 (+2)

1.6% more ownership

Funds ownership: 29.61%31.21% (+1.6%)

3% more capital invested

Capital invested by funds: $159M → $164M (+$5.51M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
33
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Wolverine Asset Management
Illinois
$46K +$46K +4,735 New
AWM
77
Avior Wealth Management
Nebraska
$40K +$447 +46 +1%
JP Morgan Chase
78
JP Morgan Chase
New York
$35K -$13.1K -1,350 -27%
TCM
79
TD Capital Management
Tennessee
$27.4K +$27.4K +2,817 New
SPIA
80
Steward Partners Investment Advisory
New York
$16K
WB
81
Webster Bank
Connecticut
$15.9K
EWM
82
Endurance Wealth Management
Rhode Island
$15K
FBC
83
Fairfield, Bush & Co
Connecticut
$14.6K +$14.6K +1,500 New
AA
84
Ancora Advisors
Ohio
$13.8K
BFEC
85
Benjamin F. Edwards & Company
Missouri
$7K
KFI
86
Key Financial Inc
Pennsylvania
$5.9K
NIC
87
Northwest Investment Counselors
Oregon
$4.84K
MWM
88
Mascoma Wealth Management
New Hampshire
$3.03K
FHA
89
First Horizon Advisors
Tennessee
$1.89K
AF
90
Allworth Financial
California
$1.19K +$10 +1 +0.8%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$19 +$19 +2 New
Invesco
92
Invesco
Georgia
-$340K -34,198 Closed
ECG
93
Edge Capital Group
Georgia
-$275K -27,650 Closed
Walleye Capital
94
Walleye Capital
New York
-$233K -23,484 Closed
FAIM
95
Financial Advocates Investment Management
Washington
-$143K -14,405 Closed
VF
96
Virtu Financial
New York
-$124K -12,432 Closed
Nomura Holdings
97
Nomura Holdings
Japan
-$99.4K -10,000 Closed
MM
98
Main Management
California
-$50K -5,000 Closed
BAM
99
Belpointe Asset Management
Nevada
-$7.75K -780 Closed