Invesco Trust for Investment Grade Municipals
VGM- Exchange
- NYSE
- SEC CIK
- 0000880892
No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.3M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 108
- +24 vs. Q3 2023
- Shares held
- 20.9M
- +3.08M (+17.3%) vs. Q3 2023
- Total value
- $206.3M
- +$55.2M (+36.5%) vs. Q3 2023
- New holders
- 35
- 30 more added
- Sold out
- 11
- 21 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 586,706 | $5.77M | 2.05% | +135,096+29.9% | Added |
| Truist Financial Corp | 770,014 | $7.62M | 0.01% | +8,303+1.1% | Added |
| Guggenheim Capital LLC | 802,063 | $7.93M | 0.06% | +47,931+6.4% | Added |
| Fiera Capital Corp | 1,035,904 | $10.2M | 0.03% | +1,035,904 | New |
| Rivernorth Capital Management, LLC | 1,584,392 | $15.7M | 0.75% | −74,098−4.5% | Reduced |
| Sit Investment Associates Inc | 2,278,893 | $22.5M | 0.55% | −441,525−16.2% | Reduced |
| Bramshill Investments, LLC | 2,692,424 | $26.6M | 2.62% | +353,857+15.1% | Added |
| Karpus Management, Inc. | 3,199,553 | $31.6M | 0.96% | +738,008+30.0% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −78,070−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,250−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −14,149−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,163−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8,113−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |