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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

100 hedge funds and large institutions have $227M invested in Invesco Trust Investment Grade Municipals in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$31.6M
2
SCM
2
Saba Capital Management
New York
$30.9M
3
MSL
3
Mackay Shields LLC
New York
$2.11M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.57M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$6.17M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
LSC
2
Logan Stone Capital
Illinois
$2.28M
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$5.71M
5
GC
5
Guggenheim Capital
Illinois
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
Almitas Capital
California
$129K +$129K +12,534 New
KA
77
Kercheville Advisors
Texas
$128K +$216 +21 +0.2%
HI
78
Harbour Investments
Wisconsin
$124K +$4.81K +468 +4%
DAS
79
Dynamic Advisor Solutions
Arizona
$115K – – –
CCG
80
Catalina Capital Group
California
$113K +$154 +15 +0.1%
IWC
81
Integrated Wealth Concepts
Massachusetts
$113K – – –
AA
82
Alesco Advisors
New York
$113K – – –
Nuveen Asset Management
83
Nuveen Asset Management
Illinois
$111K – – –
GCP
84
Gill Capital Partners
Colorado
$108K – – –
KWA
85
Kingswood Wealth Advisors
California
$107K +$107K +10,432 New
CIA
86
Concurrent Investment Advisors
Florida
$106K – – –
CP
87
Camelot Portfolios
Ohio
$102K +$102K +9,900 New
IA
88
IFP Advisors
Florida
$48.2K -$2.08K -202 -4%
NS
89
NBC Securities
Alabama
$46K – – –
Comerica Bank
90
Comerica Bank
Texas
$41.1K – – –
UB
91
UMB Bank
Missouri
$23.4K -$12.3K -1,198 -34%
AA
92
Ancora Advisors
Ohio
$14.6K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$10.1K -$4.07K -396 -29%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$8K – – –
KFI
95
Key Financial Inc
Pennsylvania
$6.24K – – –
MWM
96
Mascoma Wealth Management
New Hampshire
$3.29K – – –
CA
97
CoreCap Advisors
Michigan
$3K – – –
PS
98
Principal Securities
Iowa
$2.57K – – –
CFD
99
Creative Financial Designs
Indiana
$1.5K – – –
AF
100
Allworth Financial
California
$1.28K +$20 +2 +2%
1 2 3
4
5