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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

108 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% 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
16
Increased
38
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$28.7M
2
KIM
2
Karpus Investment Management
New York
$34.7M
3
RCM
3
Robinson Capital Management
Michigan
$14M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$11.2M
5
LPL Financial
5
LPL Financial
California
$3.65M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$23.1M
3
AA
3
AQR Arbitrage
Connecticut
$438K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
76
Nomura Holdings
Japan
$141K +$141K +14,000 New
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$138K -$22.2K -2,200 -14%
ZIG
78
Zullo Investment Group
Pennsylvania
$136K – – –
KA
79
Kercheville Advisors
Texas
$136K +$283 +28 +0.2%
CIA
80
Capital Investment Advisors
Georgia
$134K +$134K +13,305 New
OC
81
Oppenheimer & Co
New York
$133K -$111K -11,000 -46%
KeyBank National Association
82
KeyBank National Association
Ohio
$129K – – –
DAS
83
Dynamic Advisor Solutions
Arizona
$129K -$2.02K -200 -2%
AFS
84
Anderson Financial Strategies
Ohio
$128K +$128K +12,635 New
HNW
85
High Note Wealth
Minnesota
$127K -$83.1K -8,227 -40%
STA
86
Summit Trail Advisors
New York
$121K -$1.41K -140 -1%
CCG
87
Catalina Capital Group
California
$112K – – –
IWC
88
Integrated Wealth Concepts
Massachusetts
$111K – – –
AA
89
Alesco Advisors
New York
$111K – – –
MNBTD
90
Moody National Bank Trust Division
Texas
$111K +$111K +10,948 New
CIA
91
Concurrent Investment Advisors
Florida
$104K – – –
HighTower Advisors
92
HighTower Advisors
Illinois
$101K -$301K -29,829 -75%
MHIP
93
Mountain Hill Investment Partners
New Jersey
$70.7K +$70.7K +7,000 New
Comerica Bank
94
Comerica Bank
Texas
$40.4K – – –
IA
95
IFP Advisors
Florida
$26.8K +$8.53K +844 +47%
FFO
96
Fortitude Family Office
Arizona
$20.2K – – –
AA
97
Ancora Advisors
Ohio
$14.3K – – –
BWL
98
Bogart Wealth LLC
Virginia
$11.1K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$9.95K – – –
KFI
100
Key Financial Inc
Pennsylvania
$6.14K – – –
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4
5