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 2024
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 31, 2024. 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
- 109
- +9 vs. Q3 2024
- Shares held
- 20.9M
- +815.3K (+4.1%) vs. Q3 2024
- Total value
- $211.5M
- −$941.6K (−0.4%) vs. Q3 2024
- New holders
- 17
- 38 more added
- Sold out
- 8
- 26 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 511,076 | $5.16M | 0.00% | +19,189+3.9% | Added |
| Fiera Capital Corp | 552,807 | $5.58M | 0.02% | +9,260+1.7% | Added |
| Guggenheim Capital LLC | 729,804 | $7.37M | 0.06% | +193,954+36.2% | Added |
| Truist Financial Corp | 730,429 | $7.38M | 0.01% | −23,360−3.1% | Reduced |
| Pathstone Holdings, LLC | 1,112,444 | $11.2M | 0.05% | +348,153+45.6% | Added |
| Robinson Capital Management, LLC | 1,381,874 | $14.0M | 5.63% | +425,602+44.5% | Added |
| Sit Investment Associates Inc | 2,286,766 | $23.1M | 0.52% | −205,051−8.2% | Reduced |
| Rivernorth Capital Management, LLC | 2,840,659 | $28.7M | 1.38% | +1,228,240+76.2% | Added |
| Karpus Management, Inc. | 3,431,315 | $34.7M | 1.02% | +603,587+21.3% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −2,404,317−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −153,789−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −28,982−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −8,236−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| All Season Financial Advisors, Inc. | – | – | – | – | Not filed |