Who Owns VGM?
Invesco Trust Investment Grade Municipals — Institutional Ownership & 13F Holdings
$10.16
+0.04 (+0.40%)
Market Cap
$571.6M
Shares Outstanding
54,231,968
Institutional Holders
106
Total Inst. Value
$379.6M
% of Float Held
—
QoQ Holder Change
+34
Institutional data as of Q1 2025
New Positions
26
Closed Positions
11
Increased
31
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.4M | 19,315 |
| 2 | Karpus Management, Inc. | $30.9M | 3,104,734 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $26.2M | 2,632,775 |
| 4 | SIT INVESTMENT ASSOCIATES INC | $19.9M | 2,001,609 |
| 5 | ROBINSON CAPITAL MANAGEMENT, LLCNew | $13.9M | 1,396,874 |
| 6 | TRUIST FINANCIAL CORP | $10.4M | 1,045,771 |
| 7 | GUGGENHEIM CAPITAL LLC | $8.8M | 880,132 |
| 8 | UBS Group AG | $5.3M | 535,226 |
| 9 | MORGAN STANLEY | $5.1M | 515,081 |
| 10 | WELLS FARGO & COMPANY/MN | $4.3M | 436,469 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLCNew | +1.4M | $13.9M |
| TRUIST FINANCIAL CORP | +315K | $10.4M |
| GUGGENHEIM CAPITAL LLC | +150K | $8.8M |
| UBS Group AG | +24K | $5.3M |
| MORGAN STANLEY | +75K | $5.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Karpus Management, Inc. | -327K | $30.9M |
| SIT INVESTMENT ASSOCIATES INC | -285K | $19.9M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -208K | $26.2M |
| Pathstone Holdings, LLC | -144K | $10K |
| Leo Wealth, LLC | -46K | $1.8M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold VGM?
As of Q1 2025, 106 institutional investors report holding VGM (Invesco Trust Investment Grade Municipals) in their 13F filings.
Which hedge fund owns the most VGM?
The largest institutional holder of VGM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $192.4M in shares.
Are institutions buying or selling VGM?
This quarter, 26 institutions opened new positions in VGM and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.