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Invesco Trust Investment Grade Municipals

85 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $164M → $152M (-$12.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
85
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 -$2.82M
2 -$1.46M
3 -$829K
4
UBS Group
UBS Group
Switzerland
-$405K
5
Cerity Partners
Cerity Partners
New York
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$23.1M
2
$20.9M
3
$19.9M
4
$14.1M
5
$8.32M
6
$6.47M
7
$6.41M
8
$3.96M
9
$3.86M
10
$3.65M
11
$3.39M
12
$3.05M
13
$3.01M
14
$2.26M
15
$2.23M
16
$2.05M
17
$1.83M
18
$1.56M
19
$1.55M
20
$1.45M
21
$1.36M
22
$1.28M
23
$1.21M
24
$1.19M
25
$1.18M