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, Q2 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2025. 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
- 115
- +8 vs. Q1 2025
- Shares held
- 16.0M
- −4.58M (−22.3%) vs. Q1 2025
- Total value
- $151.9M
- −$52.9M (−25.8%) vs. Q1 2025
- New holders
- 19
- 38 more added
- Sold out
- 11
- 32 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,822,741 | $17.3M | 0.56% | −1,281,993−41.3% | Reduced |
| Rivernorth Capital Management, LLC | 1,643,489 | $15.6M | 0.86% | −989,286−37.6% | Reduced |
| Robinson Capital Management, LLC | 1,189,186 | $11.3M | 4.73% | −207,688−14.9% | Reduced |
| Guggenheim Capital LLC | 1,088,357 | $10.3M | 0.08% | +208,225+23.7% | Added |
| Sit Investment Associates Inc | 727,956 | $6.91M | 0.15% | −1,273,653−63.6% | Reduced |
| Truist Financial Corp | 723,264 | $6.86M | 0.01% | −322,507−30.8% | Reduced |
| Wells Fargo & Company | 550,141 | $5.22M | 0.00% | +113,672+26.0% | Added |
| UBS Group AG | 532,661 | $5.05M | 0.00% | −2,565−0.5% | Reduced |
| Morgan Stanley | 528,708 | $5.02M | 0.00% | +13,627+2.6% | Added |
| Fiera Capital Corp | 511,221 | $4.85M | 0.02% | −7,626−1.5% | Reduced |
| Bank of America Corp | 434,009 | $4.12M | 0.00% | +95,282+28.1% | Added |
| Mackay Shields LLC | 370,162 | $3.51M | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 361,664 | $3.43M | 0.01% | −8,696−2.3% | Reduced |
| Ameriprise Financial Inc | 347,826 | $3.30M | 0.00% | −18,884−5.1% | Reduced |
| Royal Bank of Canada | 273,579 | $2.60M | 0.00% | +35,102+14.7% | Added |
| Van Eck Associates Corp | 271,180 | $2.57M | 0.00% | −54,458−16.7% | Reduced |
| Stifel Financial Corp | 239,908 | $2.28M | 0.00% | +46,140+23.8% | Added |
| Greatmark Investment Partners, Inc. | 236,250 | $2.24M | 0.28% | +5,000+2.2% | Added |
| Leo Wealth, LLC | 234,554 | $2.23M | 0.17% | +58,796+33.5% | Added |
| Kennedy Investment Group | 204,916 | $1.94M | 0.83% | −24,219−10.6% | Reduced |
| Advisors Asset Management, Inc. | 201,243 | $1.91M | 0.03% | −7,372−3.5% | Reduced |
| Melone Private Wealth, LLC | 188,061 | $1.78M | 0.91% | +11,952+6.8% | Added |
| Raymond James Financial Inc | 182,007 | $1.73M | 0.00% | −3,814−2.1% | Reduced |
| LPL Financial LLC | 174,381 | $1.65M | 0.00% | −285,007−62.0% | Reduced |
| Indiana Trust & Investment Management CO | 173,147 | $1.64M | 0.54% | +1,147+0.7% | Added |
| LexAurum Advisors, LLC | 167,556 | $1.59M | 0.25% | +53,905+47.4% | Added |
| Gridiron Partners, LLC | 149,983 | $1.42M | 0.88% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 134,211 | $1.27M | 0.16% | +26,217+24.3% | Added |
| Claro Advisors LLC | 103,398 | $981.2K | 0.16% | −120−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 102,400 | $971.8K | 0.01% | +5,683+5.9% | Added |
| Invesco Ltd. | 101,750 | $965.6K | 0.00% | −41,346−28.9% | Reduced |
| Dakota Wealth Management | 97,200 | $922.4K | 0.02% | −800−0.8% | Reduced |
| Cutler Capital Management, LLC | 86,117 | $817.3K | 0.28% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 84,821 | $805.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 83,300 | $790.5K | 0.05% | −30,500−26.8% | Reduced |
| Advisor Group Holdings, Inc. | 78,009 | $741.7K | 0.00% | +31,189+66.6% | Added |
| Private Advisor Group, LLC | 71,258 | $676.2K | 0.00% | +290+0.4% | Added |
| Tyche Wealth Partners LLC | 70,598 | $670.0K | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 68,105 | $646.3K | 0.00% | +68,105 | New |
| Whipplewood Advisors, LLC | 65,458 | $621.2K | 0.34% | −38,969−37.3% | Reduced |
| Commonwealth Equity Services, LLC | 63,289 | $601.0K | 0.00% | +15,778+33.2% | Added |
| Capital Investment Advisory Services, LLC | 61,218 | $581.0K | 0.05% | +290.0% | Added |
| Cetera Investment Advisers | 60,776 | $576.8K | 0.00% | +36,707+152.5% | Added |
| Envestnet Asset Management Inc | 58,949 | $559.4K | 0.00% | +58,949 | New |
| Hennion & Walsh Asset Management, Inc. | 56,036 | $531.8K | 0.02% | −794−1.4% | Reduced |
| Quarry LP | 53,683 | $509.5K | 0.12% | +14,647+37.5% | Added |
| Baird Financial Group, Inc. | 51,265 | $486.5K | 0.00% | −360−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 44,669 | $423.9K | 0.00% | +870+2.0% | Added |
| Bank of Montreal | 40,020 | $379.8K | 0.00% | +708+1.8% | Added |
| Melfa Wealth Management, LLC | 37,360 | $354.5K | 0.22% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36,931 | $350.5K | 0.03% | +36,931 | New |
| M Holdings Securities, Inc. | 33,530 | $318.0K | 0.05% | +33,530 | New |
| Sovereign Financial Group, Inc. | 30,430 | $288.8K | 0.06% | +2,481+8.9% | Added |
| Cohen & Steers, Inc. | 30,000 | $285.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 28,356 | $269.1K | 0.01% | +12,750+81.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,131 | $267.0K | 0.00% | −4,417−13.6% | Reduced |
| Burford Brothers, Inc. | 27,625 | $262.2K | 0.12% | +27,625 | New |
| Harbour Investments, Inc. | 25,352 | $240.6K | 0.01% | +3,576+16.4% | Added |
| Northwestern Mutual Wealth Management Co | 24,264 | $230.3K | 0.00% | +4,949+25.6% | Added |
| GWM Advisors LLC | 23,070 | $218.9K | 0.00% | −600−2.5% | Reduced |
| StoneX Group Inc. | 22,802 | $216.4K | 0.01% | +3,306+17.0% | Added |
| WealthBridge Capital Management, LLC | 22,500 | $213.5K | 0.05% | +2,500+12.5% | Added |
| Calton & Associates, Inc. | 21,999 | $208.8K | 0.04% | +8,789+66.5% | Added |
| Riverbridge Partners LLC | 21,707 | $206.0K | 0.00% | +1,087+5.3% | Added |
| Sequoia Financial Advisors, LLC | 20,953 | $198.8K | 0.00% | +20,953 | New |
| Kestra Advisory Services, LLC | 20,471 | $194.3K | 0.00% | −651−3.1% | Reduced |
| Nuveen, LLC | 18,694 | $177.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,539 | $175.9K | 0.00% | −3,091−14.3% | Reduced |
| First Trust Advisors LP | 18,292 | $173.6K | 0.00% | +2,987+19.5% | Added |
| Buckingham Strategic Partners | 17,818 | $169.1K | 0.00% | +17,818 | New |
| Avantax Advisory Services, Inc. | 17,674 | $167.7K | 0.00% | +17,674 | New |
| AlphaCore Capital LLC | 16,040 | $152.2K | 0.01% | +319+2.0% | Added |
| Wealth Alliance Advisory Group, LLC | 15,737 | $149.3K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 15,100 | $143.3K | 0.02% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 14,551 | $138.1K | 0.05% | +1,031+7.6% | Added |
| Dynamic Advisor Solutions LLC | 14,250 | $135.2K | 0.00% | +600+4.4% | Added |
| Millennium Management LLC | 14,000 | $132.9K | 0.00% | +14,000 | New |
| Zullo Investment Group, Inc. | 13,500 | $128.1K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,380 | $127.0K | 0.00% | +1,003+8.1% | Added |
| Capital Investment Advisors, LLC | 13,055 | $123.9K | 0.00% | +500+4.0% | Added |
| Susquehanna International Group, LLP | 12,986 | $123.2K | 0.00% | +12,986 | New |
| Janney Montgomery Scott LLC | 12,692 | $120.0K | 0.00% | −2,169−14.6% | Reduced |
| Keybank National Association | 11,883 | $112.8K | 0.00% | −200−1.7% | Reduced |
| Catalina Capital Group, LLC | 11,050 | $104.9K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,010 | $104.5K | 0.00% | 00.0% | Unchanged |
| Alesco Advisors LLC | 11,000 | $104.4K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,965 | $104.1K | 0.04% | +10,965 | New |
| Moody National Bank Trust Division | 10,948 | $103.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,305 | $97.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,271 | $97.5K | 0.01% | +10,271 | New |
| Blue Bell Private Wealth Management, LLC | 10,111 | $96.0K | 0.02% | −1,489−12.8% | Reduced |
| High Note Wealth, LLC | 7,047 | $66.9K | 0.02% | −700−9.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 7,000 | $66.4K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,227 | $59.0K | 0.00% | +1,686+37.1% | Added |
| IFP Advisors, Inc | 3,647 | $34.6K | 0.00% | +997+37.6% | Added |
| Comerica Bank | 2,900 | $27.5K | 0.00% | −1,100−27.5% | Reduced |
| CX Institutional | 2,399 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,186 | $20.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,482 | $14.1K | 0.00% | +1,482 | New |
| Ancora Advisors, LLC | 1,327 | $12.6K | 0.00% | −46−3.4% | Reduced |