We are live on ! Find out more
VGM icon

Invesco Trust Investment Grade Municipals

108 hedge funds and large institutions have $205M invested in Invesco Trust Investment Grade Municipals in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.62% less ownership

Funds ownership: 38.61%37.99% (-0.62%)

1% less funds holding

Funds holding: 109108 (-1)

3% less capital invested

Capital invested by funds: $211M → $205M (-$6.51M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
76
Zullo Investment Group
Pennsylvania
$134K
CA
77
Calton & Associates
Florida
$132K +$133K +13,210 New
AFS
78
Anderson Financial Strategies
Ohio
$126K
CIA
79
Capital Investment Advisors
Georgia
$125K -$7.58K -750 -6%
STA
80
Summit Trail Advisors
New York
$123K +$3.86K +382 +3%
KeyBank National Association
81
KeyBank National Association
Ohio
$120K -$7.07K -700 -5%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$116K -$21.2K -2,100 -15%
CCG
83
Catalina Capital Group
California
$110K
IWC
84
Integrated Wealth Concepts
Massachusetts
$110K
AA
85
Alesco Advisors
New York
$110K
MNBTD
86
Moody National Bank Trust Division
Texas
$109K
CIA
87
Concurrent Investment Advisors
Florida
$103K
BF
88
BOK Financial
Oklahoma
$99.6K -$217K -21,500 -68%
HNW
89
High Note Wealth
Minnesota
$77.2K -$49K -4,847 -38%
MHIP
90
Mountain Hill Investment Partners
New Jersey
$69.7K
NS
91
NBC Securities
Alabama
$45K +$45.8K +4,537 +113,425%
Comerica Bank
92
Comerica Bank
Texas
$39.8K
IA
93
IFP Advisors
Florida
$26.4K
CI
94
CX Institutional
Indiana
$24K +$24.2K +2,399 New
EB
95
Eastern Bank
Massachusetts
$21.8K +$22.1K +2,186 New
FFO
96
Fortitude Family Office
Arizona
$19.9K
AA
97
Ancora Advisors
Ohio
$13.7K -$465 -46 -3%
SPIA
98
Steward Partners Investment Advisory
New York
$9.81K
Jones Financial Companies
99
Jones Financial Companies
Missouri
$9.44K +$9.63K +953 New
KFI
100
Key Financial Inc
Pennsylvania
$6.06K