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Invesco Trust Investment Grade Municipals

85 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $164M → $152M (-$12.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.82M
2 -$1.46M
3 -$829K
4
UBS Group
UBS Group
Switzerland
-$405K
5
Cerity Partners
Cerity Partners
New York
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$13.9K
77
$12.1K
78
$11.7K
79
$6K
80
$5.27K
81
$5.17K
82
$4.35K
83
$4.24K
84
$2.72K
85
$1.05K
86
87
88
89
90
91
92
93
94
95
96
97
98