Invesco Trust Investment Grade Municipals
VGM
VGM
108 hedge funds and large institutions have $205M invested in Invesco Trust Investment Grade Municipals in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
0.57% less ownership
Funds ownership: 38.55% → 37.99% (-0.57%)
3% less capital invested
Capital invested by funds: $211M → $205M (-$6.21M)
Holders
108
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.14M | |
| 2 | +$1.5M | |
| 3 | +$1.13M | |
| 4 |
LPL Financial
San Diego,
California
|
+$975K |
| 5 |
Morgan Stanley
New York
|
+$747K |
Top Sellers
| 1 | -$3.25M | |
| 2 | -$2.84M | |
| 3 | -$2.07M | |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.46M |
| 5 |
VanEck Associates
New York
|
-$804K |