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Invesco Trust Investment Grade Municipals
VGM
VGM
100 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.
New
Increased
Maintained
Reduced
Closed
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
4% more capital invested
Capital invested by funds: $211M → $218M (+$7.54M)
0.8% more ownership
Funds ownership: 39.3% → 40.1% (+0.8%)
7% less funds holding
Funds holding: 108 → 100 (-8)
42% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
100
Holders Change
-8
Holders Change %
-7.41%
% 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
Top Sellers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$26.6M |
| 2 |
Morgan Stanley
New York
|
-$4.43M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.3M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$923K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$589K |
