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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 273,579 | $2.60M | 0.00% | +35,102+14.7% | Added |
| Ameriprise Financial Inc | 347,826 | $3.30M | 0.00% | −18,884−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 361,664 | $3.43M | 0.01% | −8,696−2.3% | Reduced |
| Mackay Shields LLC | 370,162 | $3.51M | 0.11% | 00.0% | Unchanged |
| Bank of America Corp | 434,009 | $4.12M | 0.00% | +95,282+28.1% | Added |
| Fiera Capital Corp | 511,221 | $4.85M | 0.02% | −7,626−1.5% | Reduced |
| Morgan Stanley | 528,708 | $5.02M | 0.00% | +13,627+2.6% | Added |
| UBS Group AG | 532,661 | $5.05M | 0.00% | −2,565−0.5% | Reduced |
| Wells Fargo & Company | 550,141 | $5.22M | 0.00% | +113,672+26.0% | Added |
| Truist Financial Corp | 723,264 | $6.86M | 0.01% | −322,507−30.8% | Reduced |
| Sit Investment Associates Inc | 727,956 | $6.91M | 0.15% | −1,273,653−63.6% | Reduced |
| Guggenheim Capital LLC | 1,088,357 | $10.3M | 0.08% | +208,225+23.7% | Added |
| Robinson Capital Management, LLC | 1,189,186 | $11.3M | 4.73% | −207,688−14.9% | Reduced |
| Rivernorth Capital Management, LLC | 1,643,489 | $15.6M | 0.86% | −989,286−37.6% | Reduced |
| Karpus Management, Inc. | 1,822,741 | $17.3M | 0.56% | −1,281,993−41.3% | Reduced |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −968,318−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −47,965−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −26,188−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −22,237−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −19,327−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −15,825−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Permanent Capital Management, LP | – | – | – | – | Not filed |