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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

93 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, 16 reducing their positions, and 12 closing their positions.

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$16.7M
2
Cerity Partners
2
Cerity Partners
New York
$2.9M
3
KIM
3
Karpus Investment Management
New York
$2.31M
4
GC
4
Guggenheim Capital
Illinois
$18.2M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.63M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$16.7M
2
UBS Group
2
UBS Group
Switzerland
$3.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$420K
4
Wells Fargo
4
Wells Fargo
California
$4.69M
5
Bank of America
5
Bank of America
North Carolina
$4.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
CoreCap Advisors
Michigan
– – -562 Closed
MFT
102
Moisand Fitzgerald Tamayo
Florida
– – -500 Closed
CA
103
Centerpoint Advisors
Massachusetts
– – -339 Closed
GI
104
Gradient Investments
Minnesota
– – -80 Closed
SFM
105
Signet Financial Management
New Jersey
– – -17 Closed
1 2 3 4
5