Invesco Trust Investment Grade Municipals
VGM
90 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
13% more funds holding
Funds holding: 80 → 90 (+10)
3% more capital invested
Capital invested by funds: $138M → $142M (+$3.53M)
0.1% more ownership
Funds ownership: 18.65% → 18.74% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.46M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$873K |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$531K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$481K |
| 5 |
Morgan Stanley
New York
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.46M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.23M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$592K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$352K |
VGM Hedge Fund Activity: Q4 2021 in Review
90 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust Investment Grade Municipals (VGM) for Q4 2021, worth a combined $142M — up 2.6% from $138M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VGM positions and 7 closed out — a net gain of 13 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.46M. The largest seller was Citadel Advisors, cutting an estimated $3.46M.
- 90 institutional investors held Invesco Trust Investment Grade Municipals (VGM) as of Q4 2021, up from 80 in Q3 2021.
- Funds reported $142M of Invesco Trust Investment Grade Municipals stock for Q4 2021, up 2.6% quarter-over-quarter.
- 20 funds opened new Invesco Trust Investment Grade Municipals positions in Q4 2021 and 7 closed out, a net change of +13 holders.
- The largest Invesco Trust Investment Grade Municipals buyer in Q4 2021 was Guggenheim Capital, an estimated $1.46M added.
- The largest Invesco Trust Investment Grade Municipals seller in Q4 2021 was Citadel Advisors, an estimated $3.46M sold.
Based on aggregated 13F filings for Q4 2021.