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Invesco Trust Investment Grade Municipals

88 hedge funds and large institutions have $128M invested in Invesco Trust Investment Grade Municipals in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.69% more ownership

Funds ownership: 19.68%22.37% (+2.7%)

3% more capital invested

Capital invested by funds: $124M → $128M (+$3.91M)

6% less funds holding

Funds holding: 9488 (-6)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
101
Fortitude Advisory Group
Washington
-$46K -3,994 Closed
BFC
102
Bedel Financial Consulting
Indiana
-$41K -3,542 Closed
HA
103
Herold Advisors
New York
-$26.6K -2,285 Closed
BAM
104
Byrne Asset Management
New Jersey
-$18K -1,526 Closed
RIM
105
Rockbridge Investment Management
New York
-$7.33K -620 Closed