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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

96 hedge funds and large institutions have $157M invested in Invesco Trust Investment Grade Municipals in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
27
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.4M
3
Truist Financial
3
Truist Financial
North Carolina
$6.01M
4
SIA
4
Sit Investment Associates
Minnesota
$19.1M
5
BI
5
Bramshill Investments
Florida
$20M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$113K
2
UBS Group
2
UBS Group
Switzerland
$2.25M
3
RCM
3
Rivernorth Capital Management
Florida
$14.7M
4
Invesco
4
Invesco
Georgia
$936K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$553K
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
101
Main Management
California
– -$47K -5,000 Closed
CA
102
Clearstead Advisors
Ohio
– -$21K -2,191 Closed
M
103
MOTCO
Texas
– -$10K -1,034 Closed
TFP
104
Tilia Fiduciary Partners
North Carolina
– -$6K -600 Closed
TRCT
105
Tower Research Capital (TRC)
New York
– -$3K -300 Closed
CHA
106
Carmichael Hill & Associates
Maryland
– -$2K -234 Closed
MAM
107
Meeder Asset Management
Ohio
– -$1K -136 Closed
1 2 3 4
5