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Invesco Trust Investment Grade Municipals

88 hedge funds and large institutions have $122M invested in Invesco Trust Investment Grade Municipals in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
31
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BI
1
Bramshill Investments
Florida
$17M 1,814,112 -194,316 -10%
SIA
2
Sit Investment Associates
Minnesota
$15.9M 1,696,329 +814,997 +92%
RCM
3
Rivernorth Capital Management
Florida
$15M 1,605,641 +172,057 +12%
GC
4
Guggenheim Capital
Illinois
$13.8M 1,470,227 -6,115 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$7.19M 768,252 -316 -0%
UBS Group
6
UBS Group
Switzerland
$3.79M 405,315 -16,078 -4%
Wells Fargo
7
Wells Fargo
California
$3.74M 399,159 +67,404 +20%
KIM
8
Karpus Investment Management
New York
$3.65M 389,764 +61,124 +19%
Truist Financial
9
Truist Financial
North Carolina
$3.61M 385,748 -6,981 -2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.47M 370,590 +56,809 +18%
Bank of America
11
Bank of America
North Carolina
$3.06M 327,085 -2,312 -0.7%
VanEck Associates
12
VanEck Associates
New York
$2.59M 276,592 +29,672 +12%
BlackRock
13
BlackRock
New York
$2.32M 247,764
Osaic Holdings
14
Osaic Holdings
Arizona
$1.75M 187,403 -27,341 -13%
MPW
15
Melone Private Wealth
Michigan
$1.67M 174,893 +2,346 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.64M 175,430 +3,711 +2%
Invesco
17
Invesco
Georgia
$1.45M 154,850 -12,192 -7%
DFG
18
Delphi Financial Group
Delaware
$1.41M 150,242
Stifel Financial
19
Stifel Financial
Missouri
$1.21M 129,697 +14,644 +13%
LPL Financial
20
LPL Financial
California
$1.02M 108,819 +9,230 +9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$916K 97,896 -567 -0.6%
BF
22
BOK Financial
Oklahoma
$908K 97,000
GIP
23
Greatmark Investment Partners
Georgia
$887K 94,750 +12,500 +15%
RJA
24
Raymond James & Associates
Florida
$859K 91,774 +569 +0.6%
CCM
25
Cutler Capital Management
Massachusetts
$806K 86,117