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Invesco Trust Investment Grade Municipals

72 hedge funds and large institutions have $70.7M invested in Invesco Trust Investment Grade Municipals in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $74.5M → $70.7M (-$3.85M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.46M
2 -$2.83M
3 -$2.47M
4
LPL Financial
LPL Financial
California
-$1.43M
5
Morgan Stanley
Morgan Stanley
New York
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$12.5M
2
$5.19M
3
$4.94M
4
$4.49M
5
$4.49M
6
$3.99M
7
$3.88M
8
$2.72M
9
$2.45M
10
$2.2M
11
$2.11M
12
$2.04M
13
$1.5M
14
$1.48M
15
$1.43M
16
$1.03M
17
$921K
18
$878K
19
$871K
20
$869K
21
$803K
22
$721K
23
$572K
24
$564K
25
$551K