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Invesco Trust Investment Grade Municipals

109 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

6% more funds holding

Funds holding: 103109 (+6)

1.13% more ownership

Funds ownership: 37.48%38.61% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $215M → $211M (-$3.11M)

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$150K +$153K +14,861 New
Nomura Holdings
77
Nomura Holdings
Japan
$141K +$144K +14,000 New
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$138K -$22.6K -2,200 -14%
ZIG
79
Zullo Investment Group
Pennsylvania
$136K
KA
80
Kercheville Advisors
Texas
$136K +$288 +28 +0.2%
CIA
81
Capital Investment Advisors
Georgia
$134K +$137K +13,305 New
OC
82
Oppenheimer & Co
New York
$133K -$113K -11,000 -46%
KeyBank National Association
83
KeyBank National Association
Ohio
$129K
DAS
84
Dynamic Advisor Solutions
Arizona
$129K -$2.06K -200 -2%
AFS
85
Anderson Financial Strategies
Ohio
$128K +$130K +12,635 New
HNW
86
High Note Wealth
Minnesota
$127K -$84.6K -8,227 -40%
STA
87
Summit Trail Advisors
New York
$121K -$1.44K -140 -1%
CCG
88
Catalina Capital Group
California
$112K
IWC
89
Integrated Wealth Concepts
Massachusetts
$111K
AA
90
Alesco Advisors
New York
$111K
MNBTD
91
Moody National Bank Trust Division
Texas
$111K +$113K +10,948 New
CIA
92
Concurrent Investment Advisors
Florida
$104K
HighTower Advisors
93
HighTower Advisors
Illinois
$101K -$307K -29,829 -75%
MHIP
94
Mountain Hill Investment Partners
New Jersey
$70.7K +$72K +7,000 New
Comerica Bank
95
Comerica Bank
Texas
$40.4K
IA
96
IFP Advisors
Florida
$26.8K +$8.68K +844 +47%
FFO
97
Fortitude Family Office
Arizona
$20.2K
AA
98
Ancora Advisors
Ohio
$14.3K
BWL
99
Bogart Wealth LLC
Virginia
$11.1K
SPIA
100
Steward Partners Investment Advisory
New York
$9.95K