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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

89 hedge funds and large institutions have $159M invested in Invesco Trust Investment Grade Municipals in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$28.8M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.95M
3
BI
3
Bramshill Investments
Florida
$21.1M
4
Truist Financial
4
Truist Financial
North Carolina
$6.85M
5
LPL Financial
5
LPL Financial
California
$1.68M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.9M
2
RCM
2
Rivernorth Capital Management
Florida
$10.1M
3
Bank of America
3
Bank of America
North Carolina
$2.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
Invesco
5
Invesco
Georgia
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
101
Cullen/Frost Bankers
Texas
– -$100K -9,958 Closed
MCC
102
Money Concepts Capital
Florida
– -$31.7K -3,150 Closed
Bessemer Group
103
Bessemer Group
New Jersey
– -$14K -1,353 Closed
1 2 3 4
5