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Invesco Trust Investment Grade Municipals
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Overview Fund Activity

115 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
39
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$10.3M
2
Wells Fargo
2
Wells Fargo
California
$5.22M
3
Bank of America
3
Bank of America
North Carolina
$4.12M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$646K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$559K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.3M
2
SIA
2
Sit Investment Associates
Minnesota
$6.91M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
RCM
4
Rivernorth Capital Management
Florida
$15.6M
5
Truist Financial
5
Truist Financial
North Carolina
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
CHC
101
City Holding Co
West Virginia
$9.49K 1,000 +1,000 New
SPIA
102
Steward Partners Investment Advisory
New York
$8.77K 924 -61 -6%
TRCT
103
Tower Research Capital (TRC)
New York
$6.77K 713 +713 New
AF
104
Allworth Financial
California
$6.5K 684 +552 +418%
B
105
Birchbrook
Maine
$6.04K 636 +636 New
KFI
106
Key Financial Inc
Pennsylvania
$5.77K 608 – –
MCM
107
MAI Capital Management
Ohio
$4.75K 500 – –
CFO
108
CVA Family Office
Colorado
$3.8K 400 +400 New
NFSG
109
Newbridge Financial Services Group
Florida
$3.35K 353 +353 New
MWM
110
Mascoma Wealth Management
New Hampshire
$3.04K 320 – –
CA
111
CoreCap Advisors
Michigan
$2.77K 292 – –
PS
112
Principal Securities
Iowa
$2.37K 250 – –
CFD
113
Creative Financial Designs
Indiana
$1.39K 146 – –
FCAS
114
First Command Advisory Services
Texas
$949 100 +100 New
FFA
115
Farther Finance Advisors
California
$380 40 – –
Pathstone Holdings
116
Pathstone Holdings
New Jersey
– – -968,318 Closed
TJHA
117
Thomas J. Herzfeld Advisors
Florida
– – -47,965 Closed
Bank of New York Mellon
118
Bank of New York Mellon
New York
– – -26,188 Closed
AWM
119
Avior Wealth Management
Nebraska
– – -22,237 Closed
Bessemer Group
120
Bessemer Group
New Jersey
– – -15,825 Closed
AFS
121
Anderson Financial Strategies
Ohio
– – -12,635 Closed
BF
122
BOK Financial
Oklahoma
– – -10,000 Closed
FFO
123
Fortitude Family Office
Arizona
– – -2,000 Closed
Jones Financial Companies
124
Jones Financial Companies
Missouri
– – -953 Closed
BlackRock
125
BlackRock
New York
– – -1 Closed
1 2 3 4
5