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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

99 hedge funds and large institutions have $218M invested in Invesco Trust Investment Grade Municipals in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
35
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.3M
2
KIM
2
Karpus Investment Management
New York
$38.1M
3
SAG
3
SageView Advisory Group
California
$4.16M
4
Cerity Partners
4
Cerity Partners
New York
$3.49M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.43M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.9M
4
GC
4
Guggenheim Capital
Illinois
$6.98M
5
BF
5
BOK Financial
Oklahoma
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
101
Virtu Financial
New York
– -$328K -33,168 Closed
GWMR
102
GC Wealth Management RIA
Massachusetts
– -$292K -29,506 Closed
GM
103
GeoWealth Management
Illinois
– -$292K -29,506 Closed
First Trust Advisors
104
First Trust Advisors
Illinois
– -$208K -21,066 Closed
FPAS
105
Focus Partners Advisor Solutions
Missouri
– -$176K -17,768 Closed
SCM
106
Sollinda Capital Management
Florida
– -$173K -17,500 Closed
AC
107
Aristides Capital
Kentucky
– -$159K -16,125 Closed
SRC
108
Shufro Rose & Co
New York
– -$132K -15,500 Closed
IWA
109
Icon Wealth Advisors
Texas
– -$149K -15,021 Closed
WAM
110
Weiss Asset Management
Massachusetts
– -$131K -13,273 Closed
LNWWM
111
Laird Norton Wetherby Wealth Management
California
– -$112K -11,347 Closed
KWA
112
Kingswood Wealth Advisors
California
– -$103K -10,432 Closed
CIA
113
Capital Investment Advisors
Georgia
– -$103K -10,405 Closed
PTC
114
Private Trust Company
Ohio
– -$75.1K -7,593 Closed
ASN
115
Advisory Services Network
Georgia
– -$72.6K -7,341 Closed
WB
116
Webster Bank
Connecticut
– -$16.2K -1,633 Closed
FBC
117
Fairfield, Bush & Co
Connecticut
– -$14.8K -1,500 Closed
GI
118
Gradient Investments
Minnesota
– -$9.89K -1,000 Closed
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