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Invesco Trust Investment Grade Municipals
VGM
VGM
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.
New
Increased
Maintained
Reduced
Closed
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
1% more capital invested
Capital invested by funds: $157M → $159M (+$1.74M)
0.63% more ownership
Funds ownership: 28.98% → 29.61% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 96 → 89 (-7)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
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
Top Sellers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$6.57M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$842K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$753K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$589K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
101
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$100K | -9,958 | Closed |
|
|
MCC
102
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$31.7K | -3,150 | Closed |
|
103
Bessemer Group
Woodbridge,
New Jersey
| – | -$14K | -1,353 | Closed |
|