VGM icon

Invesco Trust Investment Grade Municipals

100 hedge funds and large institutions have $218M invested in Invesco Trust Investment Grade Municipals in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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 -$26.6M
2 -$4.46M
3 -$2.31M
4
GC
Guggenheim Capital
Illinois
-$928K
5
BF
BOK Financial
Oklahoma
-$586K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$38.1M
2
$24.3M
3
$23.9M
4
$15.7M
5
$7.9M
6
$7.62M
7
$6.98M
8
$6.53M
9
$5.55M
10
$4.66M
11
$4.54M
12
$4.43M
13
$4.38M
14
$4.24M
15
$4.16M
16
$3.49M
17
$3.39M
18
$3.21M
19
$3.08M
20
$2.43M
21
$2.38M
22
$2.02M
23
$1.84M
24
$1.82M
25
$1.68M