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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
LA
3
LexAurum Advisors
Kansas
$1.13M
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$30.9M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
RCM
3
Rivernorth Capital Management
Florida
$26.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.82M
5
VanEck Associates
5
VanEck Associates
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
76
Zullo Investment Group
Pennsylvania
$134K 13,500 – –
CA
77
Calton & Associates
Florida
$132K 13,210 +13,210 New
AFS
78
Anderson Financial Strategies
Ohio
$126K 12,635 – –
CIA
79
Capital Investment Advisors
Georgia
$125K 12,555 -750 -6%
STA
80
Summit Trail Advisors
New York
$123K 12,377 +382 +3%
KeyBank National Association
81
KeyBank National Association
Ohio
$120K 12,083 -700 -5%
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$116K 11,600 -2,100 -15%
CCG
83
Catalina Capital Group
California
$110K 11,050 – –
IWC
84
Integrated Wealth Concepts
Massachusetts
$110K 11,010 – –
AA
85
Alesco Advisors
New York
$110K 11,000 – –
MNBTD
86
Moody National Bank Trust Division
Texas
$109K 10,948 – –
CIA
87
Concurrent Investment Advisors
Florida
$103K 10,305 – –
BF
88
BOK Financial
Oklahoma
$99.6K 10,000 -21,500 -68%
HNW
89
High Note Wealth
Minnesota
$77.2K 7,747 -4,847 -38%
MHIP
90
Mountain Hill Investment Partners
New Jersey
$69.7K 7,000 – –
NS
91
NBC Securities
Alabama
$45K 4,541 +4,537 +113,425%
Comerica Bank
92
Comerica Bank
Texas
$39.8K 4,000 – –
IA
93
IFP Advisors
Florida
$26.4K 2,650 – –
CI
94
CX Institutional
Indiana
$24K 2,399 +2,399 New
EB
95
Eastern Bank
Massachusetts
$21.8K 2,186 +2,186 New
FFO
96
Fortitude Family Office
Arizona
$19.9K 2,000 – –
AA
97
Ancora Advisors
Ohio
$13.7K 1,373 -46 -3%
SPIA
98
Steward Partners Investment Advisory
New York
$9.81K 985 – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$9.44K 953 +953 New
KFI
100
Key Financial Inc
Pennsylvania
$6.06K 608 – –
1 2 3
4
5