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Invesco Trust Investment Grade Municipals
VGM
VGM
101 hedge funds and large institutions have $227M invested in Invesco Trust Investment Grade Municipals in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
1% more funds holding
Funds holding: 100 → 101 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
4% more capital invested
Capital invested by funds: $218M → $227M (+$9.09M)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0.73% more ownership
Funds ownership: 40.1% → 40.84% (+0.73%)
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.44M |
| 2 |
SCM
Saba Capital Management
New York
|
+$5.34M |
| 3 |
MSL
Mackay Shields LLC
New York
|
+$2.02M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.96M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.26M |
Top Sellers
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$4.16M |
| 2 |
Cerity Partners
New York
|
-$3.49M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$3.35M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.41M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
101
Allworth Financial
Folsom,
California
| $1.28K | +$20 | +2 | +2% |
|
|
102
Cerity Partners
New York
| – | -$3.49M | -353,840 | Closed |
|
|
LCM
103
Landscape Capital Management
Englewood,
New Jersey
| – | -$1.37M | -138,466 | Closed |
|
104
HighTower Advisors
Chicago,
Illinois
| – | -$365K | -37,079 | Closed |
|
|
WAM
105
Wolverine Asset Management
Chicago,
Illinois
| – | -$266K | -26,927 | Closed |
|
|
STA
106
Summit Trail Advisors
New York
| – | -$183K | -18,574 | Closed |
|
|
MNBTD
107
Moody National Bank Trust Division
Galveston,
Texas
| – | -$148K | -15,057 | Closed |
|
108
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$116K | -11,802 | Closed |
|
|
SAG
109
SageView Advisory Group
Newport Beach,
California
| – | -$4.16M | -9,367 | Closed |
|
110
JP Morgan Chase
New York
| – | -$89.1K | -9,034 | Closed |
|
|
FMP
111
Financial Management Professionals
Austin,
Texas
| – | -$56K | -5,666 | Closed |
|
|
CTC
112
Central Trust Company
Jefferson City,
Missouri
| – | -$28.9K | -2,926 | Closed |
|
113
Bessemer Group
Woodbridge,
New Jersey
| – | -$7K | -752 | Closed |
|