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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

107 hedge funds and large institutions have $211M invested in Invesco Trust Investment Grade Municipals in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+22
Holders Change %
+25.88%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
30
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$10.2M
2
KIM
2
Karpus Investment Management
New York
$31.6M
3
BI
3
Bramshill Investments
Florida
$26.6M
4
RCM
4
Robinson Capital Management
Michigan
$5.77M
5
LPL Financial
5
LPL Financial
California
$2.9M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$22.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.53M
3
RCM
3
Rivernorth Capital Management
Florida
$15.7M
4
SCM
4
Saba Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
101
Gradient Investments
Minnesota
$9.89K +$9.89K +1,000 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$8K – – –
KFI
103
Key Financial Inc
Pennsylvania
$6.01K – – –
Comerica Bank
104
Comerica Bank
Texas
$5.19K +$129 +13 +3%
MWM
105
Mascoma Wealth Management
New Hampshire
$3.17K – – –
PS
106
Principal Securities
Iowa
$2.47K +$2.47K +250 New
AF
107
Allworth Financial
California
$1.23K +$10 +1 +0.8%
SCM
108
Saba Capital Management
New York
– -$664K -78,070 Closed
Walleye Capital
109
Walleye Capital
New York
– -$172K -20,250 Closed
MFG
110
Merit Financial Group
Georgia
– -$120K -14,149 Closed
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
– -$103K -12,163 Closed
SWM
112
Spire Wealth Management
Virginia
– -$102K -12,000 Closed
MWM
113
Meridian Wealth Management
Kentucky
– -$93.5K -11,000 Closed
CAN
114
Cetera Advisor Networks
California
– -$90.7K -10,669 Closed
MC
115
Moors & Cabot
Massachusetts
– -$85K -10,000 Closed
GWSG
116
GPS Wealth Strategies Group
Colorado
– -$69K -8,113 Closed
CWM
117
Compass Wealth Management
Connecticut
– -$65.6K -7,720 Closed
NIC
118
Northwest Investment Counselors
Oregon
– -$4.24K -499 Closed
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5