Institutional Ownership
Invesco Tr Invt Grade Muns
CUSIP 46131M106COMVGMQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
5.9%
Max % of class reported
Institutional Holders
108
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Jun 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 6, 2025 | Karpus Management, Inc. | 13G/A | 3.8% | 2.08M | SEC |
| 2 | May 15, 2025 | Rivernorth Capital Management, LLC | 13G/A | 4.8% | 2.63M | SEC |
| 3 | Feb 14, 2025 | Rivernorth Capital Management, LLC | 13G | 5.2% | 2.84M | SEC |
| 4 | Oct 3, 2024 | Sit Investment Associates Inc | 13G/A | 4.6% | 2.49M | SEC |
| 5 | Sep 24, 2024 | Saba Capital Management, L.P. | 13D/A | 5.0% | 2.69M | SEC |
| 6 | Aug 14, 2024 | Sit Investment Associates Inc | 13G | 5.7% | 3.08M | SEC |
| 7 | Jun 14, 2024 | Saba Capital Management, L.P. | 13D/A | 5.5% | 3.01M | SEC |
| 8 | May 6, 2024 | Saba Capital Management, L.P. | 13D/A | 5.3% | 2.87M | SEC |
| 9 | Apr 26, 2024 | Saba Capital Management, L.P. | 13D | 5.1% | 2.75M | SEC |
| 10 | Feb 13, 2024 | Karpus Management, Inc. | 13G | 5.9% | 3.20M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Tr Invt Grade Muns.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Guggenheim Capital LLC | 1.16M | $11.46M |
| 2 | Hennion & Walsh Asset Management, Inc. | 978.2K | $9.65M |
| 3 | Lpl Financial LLC | 690.5K | $6.82M |
| 4 | Morgan Stanley | 686.8K | $6.78M |
| 5 | Wells Fargo & Company/Mn | 572.7K | $5.65M |
| 6 | Ubs Group AG | 572.0K | $5.65M |
| 7 | Ameriprise Financial Inc | 517.8K | $5.10M |
| 8 | Bank Of America Corp /De/ | 493.8K | $4.87M |
| 9 | Royal Bank Of Canada | 366.5K | $3.62M |
| 10 | Leo Wealth, LLC | 319.3K | $3.15M |