Invesco Trust Investment Grade Municipals
VGM
VGM
66 hedge funds and large institutions have $68.6M invested in Invesco Trust Investment Grade Municipals in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
9% less capital invested
Capital invested by funds: $75.3M → $68.6M (-$6.76M)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
Holders
66
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
1 | +$2.97M | |
2 | +$1.86M | |
3 | +$1.57M | |
4 |
B
Baird
Milwaukee,
Wisconsin
|
+$1.24M |
5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.13M |
Top Sellers
1 | -$11.3M | |
2 | -$2.08M | |
3 | -$1.81M | |
4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.63M |
5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.48M |