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Invesco Trust Investment Grade Municipals

94 hedge funds and large institutions have $124M invested in Invesco Trust Investment Grade Municipals in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

4% more funds holding

Funds holding: 9094 (+4)

0.94% more ownership

Funds ownership: 18.74%19.68% (+0.94%)

13% less capital invested

Capital invested by funds: $142M → $124M (-$17.9M)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
101
TCI Wealth Advisors
Arizona
-$9K -630 Closed
CA
102
CoreCap Advisors
Michigan
-$8K -562 Closed
MFT
103
Moisand Fitzgerald Tamayo
Florida
-$7K -500 Closed
CA
104
Centerpoint Advisors
Massachusetts
-$5K -339 Closed
GI
105
Gradient Investments
Minnesota
-$1K -80 Closed