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Invesco Trust Investment Grade Municipals
VGM

Overview Fund Activity

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 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
35
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.4M
2
GC
2
Guggenheim Capital
Illinois
$8.77M
3
LA
3
LexAurum Advisors
Kansas
$1.13M
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$30.9M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
RCM
3
Rivernorth Capital Management
Florida
$26.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$9.82M
5
VanEck Associates
5
VanEck Associates
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$30.9M 3,104,734 -326,581 -10%
RCM
2
Rivernorth Capital Management
Florida
$26.2M 2,632,775 -207,884 -7%
SIA
3
Sit Investment Associates
Minnesota
$19.9M 2,001,609 -285,157 -12%
RCM
4
Robinson Capital Management
Michigan
$13.9M 1,396,874 +15,000 +1%
Truist Financial
5
Truist Financial
North Carolina
$10.4M 1,045,771 +315,342 +43%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$9.82M 968,318 -144,126 -13%
GC
7
Guggenheim Capital
Illinois
$8.77M 880,132 +150,328 +21%
UBS Group
8
UBS Group
Switzerland
$5.33M 535,226 +24,150 +5%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$5.17M 518,847 -33,960 -6%
Morgan Stanley
10
Morgan Stanley
New York
$5.13M 515,081 +75,039 +17%
LPL Financial
11
LPL Financial
California
$4.58M 459,388 +97,916 +27%
Wells Fargo
12
Wells Fargo
California
$4.35M 436,469 -14,121 -3%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.69M 370,360 – –
MSL
14
Mackay Shields LLC
New York
$3.69M 370,162 -1,666 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$3.65M 366,710 +65,983 +22%
Bank of America
16
Bank of America
North Carolina
$3.37M 338,727 +9,549 +3%
VanEck Associates
17
VanEck Associates
New York
$3.24M 325,638 -80,754 -20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.38M 238,477 -19,976 -8%
GIP
19
Greatmark Investment Partners
Georgia
$2.3M 231,250 +16,750 +8%
KIG
20
Kennedy Investment Group
New Jersey
$2.28M 229,135 -39,106 -15%
AAM
21
Advisors Asset Management
Colorado
$2.08M 208,615 +60,405 +41%
Stifel Financial
22
Stifel Financial
Missouri
$1.93M 193,768 +20,827 +12%
Raymond James Financial
23
Raymond James Financial
Florida
$1.85M 185,821 -23,122 -11%
MPW
24
Melone Private Wealth
Michigan
$1.75M 176,109 +1,776 +1%
LWL
25
Leo Wealth LLC
Texas
$1.75M 175,758 -45,892 -21%
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