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Invesco Trust Investment Grade Municipals

116 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
39
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
101
Ancora Advisors
Ohio
$12.6K -$437 -46 -3%
CHC
102
City Holding Co
West Virginia
$9.49K +$9.49K +1,000 New
SPIA
103
Steward Partners Investment Advisory
New York
$8.77K -$579 -61 -6%
TRCT
104
Tower Research Capital (TRC)
New York
$6.77K +$6.77K +713 New
AF
105
Allworth Financial
California
$6.5K +$5.24K +552 +418%
B
106
Birchbrook
Maine
$6.04K +$6.04K +636 New
KFI
107
Key Financial Inc
Pennsylvania
$5.77K
MCM
108
MAI Capital Management
Ohio
$4.75K
CFO
109
CVA Family Office
Colorado
$3.8K +$3.8K +400 New
NFSG
110
Newbridge Financial Services Group
Florida
$3.35K +$3.35K +353 New
MWM
111
Mascoma Wealth Management
New Hampshire
$3.04K
CA
112
CoreCap Advisors
Michigan
$2.77K
PS
113
Principal Securities
Iowa
$2.37K
CFD
114
Creative Financial Designs
Indiana
$1.39K
FCAS
115
First Command Advisory Services
Texas
$949 +$949 +100 New
FFA
116
Farther Finance Advisors
California
$380
Pathstone Holdings
117
Pathstone Holdings
New Jersey
-$9.82M -968,318 Closed
TJHA
118
Thomas J. Herzfeld Advisors
Florida
-$478K -47,965 Closed
Bank of New York Mellon
119
Bank of New York Mellon
New York
-$261K -26,188 Closed
AWM
120
Avior Wealth Management
Nebraska
-$221K -22,237 Closed
Bessemer Group
121
Bessemer Group
New Jersey
-$158K -15,825 Closed
AFS
122
Anderson Financial Strategies
Ohio
-$126K -12,635 Closed
BF
123
BOK Financial
Oklahoma
-$99.6K -10,000 Closed
FFO
124
Fortitude Family Office
Arizona
-$19.9K -2,000 Closed
Jones Financial Companies
125
Jones Financial Companies
Missouri
-$9.44K -953 Closed