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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

108 hedge funds and large institutions have $205M invested in Invesco Trust Investment Grade Municipals in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
LA
3
LexAurum Advisors
Kansas
$1.13M
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$30.9M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
RCM
3
Rivernorth Capital Management
Florida
$26.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.82M
5
VanEck Associates
5
VanEck Associates
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$4.98K 500 – –
MWM
102
Mascoma Wealth Management
New Hampshire
$3.19K 320 – –
CA
103
CoreCap Advisors
Michigan
$2.91K 292 – –
PS
104
Principal Securities
Iowa
$2.53K 250 – –
CFD
105
Creative Financial Designs
Indiana
$1.45K 146 – –
AF
106
Allworth Financial
California
$1.27K 132 +1 +0.8%
FFA
107
Farther Finance Advisors
California
$402 40 +40 New
BlackRock
108
BlackRock
New York
$6 1 +1 New
AA
109
AQR Arbitrage
Connecticut
– – -43,361 Closed
ACP
110
Argyle Capital Partners
California
– – -23,963 Closed
LCM
111
Landscape Capital Management
New Jersey
– – -23,365 Closed
FPAS
112
Focus Partners Advisor Solutions
Missouri
– – -17,768 Closed
XT
113
XTX Topco
Cayman Islands
– – -17,004 Closed
Nomura Holdings
114
Nomura Holdings
Japan
– – -14,000 Closed
OC
115
Oppenheimer & Co
New York
– – -13,167 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
– – -10,039 Closed
BWL
117
Bogart Wealth LLC
Virginia
– – -1,099 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– – -102 Closed
CFGS
119
Concourse Financial Group Securities
Alabama
– – – –
AWM
120
Activest Wealth Management
Florida
– – – –
1 2 3 4
5