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Invesco Trust Investment Grade Municipals

116 hedge funds and large institutions have $152M invested in Invesco Trust Investment Grade Municipals in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
39
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$17.3M -$12.2M -1,281,993 -41%
RCM
2
Rivernorth Capital Management
Florida
$15.6M -$9.39M -989,286 -38%
RCM
3
Robinson Capital Management
Michigan
$11.3M -$1.97M -207,688 -15%
GC
4
Guggenheim Capital
Illinois
$10.3M +$1.98M +208,225 +24%
SIA
5
Sit Investment Associates
Minnesota
$6.91M -$12.1M -1,273,653 -64%
Truist Financial
6
Truist Financial
North Carolina
$6.86M -$3.06M -322,507 -31%
Wells Fargo
7
Wells Fargo
California
$5.22M +$1.08M +113,672 +26%
UBS Group
8
UBS Group
Switzerland
$5.05M -$24.3K -2,565 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$5.02M +$129K +13,627 +3%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$4.85M -$72.4K -7,626 -1%
Bank of America
11
Bank of America
North Carolina
$4.12M +$904K +95,282 +28%
MSL
12
Mackay Shields LLC
New York
$3.51M
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.43M -$82.5K -8,696 -2%
Ameriprise
14
Ameriprise
Minnesota
$3.3M -$179K -18,884 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.6M +$333K +35,102 +15%
VanEck Associates
16
VanEck Associates
New York
$2.57M -$517K -54,458 -17%
Stifel Financial
17
Stifel Financial
Missouri
$2.28M +$438K +46,140 +24%
GIP
18
Greatmark Investment Partners
Georgia
$2.24M +$47.5K +5,000 +2%
LWL
19
Leo Wealth LLC
Texas
$2.23M +$558K +58,796 +33%
KIG
20
Kennedy Investment Group
New Jersey
$1.94M -$230K -24,219 -11%
AAM
21
Advisors Asset Management
Colorado
$1.91M -$70K -7,372 -4%
MPW
22
Melone Private Wealth
Michigan
$1.78M +$113K +11,952 +7%
Raymond James Financial
23
Raymond James Financial
Florida
$1.73M -$36.2K -3,814 -2%
LPL Financial
24
LPL Financial
California
$1.65M -$2.7M -285,007 -62%
ITIM
25
Indiana Trust & Investment Management
Indiana
$1.64M +$10.9K +1,147 +0.7%