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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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 16 closing their positions.

Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.09M
3
Truist Financial
3
Truist Financial
North Carolina
$4.14M
4
BlackRock
4
BlackRock
New York
$2.61M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$15.5M
2
Wells Fargo
2
Wells Fargo
California
$3.49M
3
CA
3
Claro Advisors
Massachusetts
$0
4
H6H
4
Hightower 6M Holding
Kansas
$217K
5
DWM
5
Doyle Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
101
Bedel Financial Consulting
Indiana
– – -3,542 Closed
HA
102
Herold Advisors
New York
– – -2,285 Closed
BAM
103
Byrne Asset Management
New Jersey
– – -1,526 Closed
RIM
104
Rockbridge Investment Management
New York
– – -620 Closed
VCM
105
Versant Capital Management
Arizona
– – – –
1 2 3 4
5