Invesco Trust Investment Grade Municipals
VGM
VGM
101 hedge funds and large institutions have $134M invested in Invesco Trust Investment Grade Municipals in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 15 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 capital invested
Capital invested by funds: $ → $
6% less funds holding
Funds holding: 108 → 101 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Holders
101
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.8M | |
| 2 | +$1.02M | |
| 3 | +$986K | |
| 4 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$809K |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$762K |
Top Sellers
| 1 | -$16.1M | |
| 2 | -$5.89M | |
| 3 | -$5.13M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.81M |
| 5 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$1.72M |
