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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

99 hedge funds and large institutions have $218M invested in Invesco Trust Investment Grade Municipals in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
35
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.3M
2
KIM
2
Karpus Investment Management
New York
$38.1M
3
SAG
3
SageView Advisory Group
California
$4.16M
4
Cerity Partners
4
Cerity Partners
New York
$3.49M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.43M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$6.98M
5
BF
5
BOK Financial
Oklahoma
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$110K -$3.94K -400 -3%
CCG
77
Catalina Capital Group
California
$109K – – –
IWC
78
Integrated Wealth Concepts
Massachusetts
$109K – – –
AA
79
Alesco Advisors
New York
$108K – – –
Nuveen Asset Management
80
Nuveen Asset Management
Illinois
$107K – – –
CIA
81
Concurrent Investment Advisors
Florida
$102K – – –
GCP
82
Gill Capital Partners
Colorado
$101K -$10.8K -1,133 -10%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$89.1K +$89.1K +9,034 New
FMP
84
Financial Management Professionals
Texas
$56K +$56K +5,666 New
IA
85
IFP Advisors
Florida
$48.2K -$2.06K -209 -4%
NS
86
NBC Securities
Alabama
$44K – – –
Comerica Bank
87
Comerica Bank
Texas
$39.4K +$34.3K +3,475 +662%
UB
88
UMB Bank
Missouri
$34.3K -$11K -1,111 -24%
CTC
89
Central Trust Company
Missouri
$28.9K +$28.9K +2,926 New
AA
90
Ancora Advisors
Ohio
$14K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$13.6K – – –
BFEC
92
Benjamin F. Edwards & Company
Missouri
$8K – – –
Bessemer Group
93
Bessemer Group
New Jersey
$7K -$1.96K -211 -22%
KFI
94
Key Financial Inc
Pennsylvania
$6K – – –
MWM
95
Mascoma Wealth Management
New Hampshire
$3.16K – – –
CA
96
CoreCap Advisors
Michigan
$2.88K +$2.88K +292 New
PS
97
Principal Securities
Iowa
$2.47K – – –
CFD
98
Creative Financial Designs
Indiana
$1.44K +$1.44K +146 New
AF
99
Allworth Financial
California
$1.24K +$10 +1 +0.8%
BI
100
Bramshill Investments
Florida
– -$26.6M -2,692,424 Closed
1 2 3
4
5