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Invesco Trust Investment Grade Municipals

116 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
39
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
76
Kercheville Advisors
Texas
$138K +$9.78K +1,031 +8%
DAS
77
Dynamic Advisor Solutions
Arizona
$135K +$5.69K +600 +4%
Millennium Management
78
Millennium Management
New York
$133K +$133K +14,000 New
ZIG
79
Zullo Investment Group
Pennsylvania
$128K
STA
80
Summit Trail Advisors
New York
$127K +$9.52K +1,003 +8%
CIA
81
Capital Investment Advisors
Georgia
$124K +$4.75K +500 +4%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$123K +$123K +12,986 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$120K -$20.5K -2,169 -15%
KeyBank National Association
84
KeyBank National Association
Ohio
$113K -$1.9K -200 -2%
CCG
85
Catalina Capital Group
California
$105K
IWC
86
Integrated Wealth Concepts
Massachusetts
$104K
AA
87
Alesco Advisors
New York
$104K
WFA
88
WMG Financial Advisors
Tennessee
$104K +$104K +10,965 New
MNBTD
89
Moody National Bank Trust Division
Texas
$104K
CIA
90
Concurrent Investment Advisors
Florida
$97.8K
CWM
91
Cornerstone Wealth Management
Missouri
$97.5K +$97.5K +10,271 New
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$96K -$14.1K -1,489 -13%
HNW
93
High Note Wealth
Minnesota
$66.9K -$6.64K -700 -9%
MHIP
94
Mountain Hill Investment Partners
New Jersey
$66.4K
NS
95
NBC Securities
Alabama
$59K +$16K +1,686 +37%
IA
96
IFP Advisors
Florida
$34.6K +$9.46K +997 +38%
Comerica Bank
97
Comerica Bank
Texas
$27.5K -$10.4K -1,100 -28%
CI
98
CX Institutional
Indiana
$23K
EB
99
Eastern Bank
Massachusetts
$20.7K
EC
100
Elequin Capital
New York
$14.1K +$14.1K +1,482 New