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, Q3 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Sep 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
- 109
- −5 vs. Q2 2025
- Shares held
- 15.6M
- −365.8K (−2.3%) vs. Q2 2025
- Total value
- $142.2M
- −$9.55M (−6.3%) vs. Q2 2025
- New holders
- 9
- 39 more added
- Sold out
- 14
- 25 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 545,052 | $5.52M | 0.00% | +16,344+3.1% | Added |
| UBS Group AG | 553,422 | $5.60M | 0.00% | +20,761+3.9% | Added |
| Wells Fargo & Company | 630,836 | $6.38M | 0.00% | +80,695+14.7% | Added |
| Truist Financial Corp | 645,990 | $6.54M | 0.01% | −77,274−10.7% | Reduced |
| Sit Investment Associates Inc | 727,956 | $7.37M | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 758,894 | $7.68M | 0.00% | +584,513+335.2% | Added |
| Rivernorth Capital Management, LLC | 941,728 | $9.53M | 0.54% | −701,761−42.7% | Reduced |
| Robinson Capital Management, LLC | 1,166,946 | $11.8M | 8.49% | −22,240−1.9% | Reduced |
| Guggenheim Capital LLC | 1,183,792 | $12.0M | 0.09% | +95,435+8.8% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −1,822,741−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −97,200−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −58,949−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −33,530−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −21,707−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −17,818−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,986−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Birchbrook, Inc. | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |