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, Q1 2026
Institutional positions in Invesco Trust for Investment Grade Municipals as of Mar 31, 2026. 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
- 110
- +8 vs. Q4 2025
- Shares held
- 11.8M
- −1.15M (−8.9%) vs. Q4 2025
- Total value
- $116.7M
- −$17.8M (−13.3%) vs. Q4 2025
- New holders
- 19
- 35 more added
- Sold out
- 11
- 28 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 366,523 | $3.62M | 0.00% | +22,208+6.4% | Added |
| Bank of America Corp | 493,823 | $4.87M | 0.00% | +18,626+3.9% | Added |
| Ameriprise Financial Inc | 517,765 | $5.10M | 0.00% | +85,066+19.7% | Added |
| UBS Group AG | 571,971 | $5.65M | 0.00% | +3,282+0.6% | Added |
| Wells Fargo & Company | 572,719 | $5.65M | 0.00% | −26,830−4.5% | Reduced |
| Sit Investment Associates Inc | 669,430 | $6.61M | 0.13% | −53,794−7.4% | Reduced |
| Morgan Stanley | 686,775 | $6.78M | 0.00% | +42,066+6.5% | Added |
| LPL Financial LLC | 690,510 | $6.82M | 0.00% | −164,954−19.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 978,215 | $9.65M | 0.32% | +479,443+96.1% | Added |
| Guggenheim Capital LLC | 1,160,952 | $11.5M | 0.09% | −81,762−6.6% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −1,168,261−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −364,777−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −140,277−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −22,802−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −20,953−100.0% | Sold out |
| Alesco Advisors LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |