Invesco Trust Investment Grade Municipals
VGM
VGM
108 hedge funds and large institutions have $142M invested in Invesco Trust Investment Grade Municipals in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
6% less capital invested
Capital invested by funds: $152M → $142M (-$9.71M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Holders
108
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$15.2M | |
| 2 | +$5.66M | |
| 3 | +$924K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$804K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$782K |
Top Sellers
| 1 | -$17.3M | |
| 2 | -$6.8M | |
| 3 | -$985K | |
| 4 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$922K |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$799K |