Invesco Trust for InvestmenVGM
13F holders, Q1 2025 (March 31)108holders −1
10new positions
12sold out
$9.95avg. 13F price*
At the end of Q1 2025, 108 institutions reported holding Invesco Trust for Investmen (VGM) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Karpus Management, Inc. ($30.9M), Rivernorth Capital Management, LLC ($26.2M) and Sit Investment Associates Inc. ($19.9M).
- Company
- Invesco Trust for Investmen
- CUSIP
- 46131M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 12 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,169,485 shares bought and 1,493,596 shares sold, net −324,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Karpus Management, Inc. | 1.00% | Reduce -9.5% | 3,104,734 | $30.9M |
| Rivernorth Capital Management, LLC | 1.39% | Reduce -7.3% | 2,632,775 | $26.2M |
| Sit Investment Associates Inc. | 0.47% | Reduce -12.5% | 2,001,609 | $19.9M |
| Robinson Capital Management, LLC | 5.66% | Add +1.1% | 1,396,874 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +43.2% | 1,045,771 | $10.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -13.0% | 968,318 | $9.8M |
| Guggenheim Capital LLC | 0.08% | Add +20.6% | 880,132 | $8.8M |
| UBS Group AG | 0.00% | Add +4.7% | 535,226 | $5.3M |
| Fiera Capital Corp | 0.02% | Reduce -6.1% | 518,847 | $5.2M |
| Morgan Stanley | 0.00% | Add +17.1% | 515,081 | $5.1M |
| LPL Financial LLC | 0.00% | Add +27.1% | 459,388 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 436,469 | $4.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 370,360 | $3.7M |
| MacKay Shields LLC | 0.72% | Reduce -0.5% | 370,162 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +21.9% | 366,710 | $3.7M |
| Bank of America Corp. | 0.00% | Add +2.9% | 338,727 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -19.9% | 325,638 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 238,477 | $2.4M |
| Greatmark Investment Partners, Inc. | 0.31% | Add +7.8% | 231,250 | $2.3M |
| Kennedy Investment Group, Inc. | 1.06% | Reduce -14.6% | 229,135 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Add +40.8% | 208,615 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +12.0% | 193,768 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.1% | 185,821 | $1.9M |
| Melone Private Wealth, LLC | 0.92% | Add +1.0% | 176,109 | $1.8M |
| Leo Wealth, LLC | 0.25% | Reduce -20.7% | 175,758 | $1.8M |
| Indiana Trust & Investment Management Co | 0.62% | Reduce -2.1% | 172,000 | $1.7M |
| Gridiron Partners, LLC | 0.96% | No change | 149,983 | $1.5M |
| Invesco Ltd. | 0.00% | Add +1.5% | 143,096 | $1.4M |
| Rothschild Investment LLC | 0.08% | Reduce -13.0% | 113,800 | $1.1M |
| LexAurum Advisors, LLC | 0.22% | New | 113,651 | $1.1M |
| Absolute Investment Advisers, LLC | 0.16% | No change | 107,994 | $1.1M |
| Claro Advisors Inc. | 0.14% | Reduce -1.0% | 103,518 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -7.1% | 98,000 | $976K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 96,717 | $963K |
| Cutler Capital Management, LLC | 0.38% | No change | 86,117 | $858K |
| PNC Financial Services Group, Inc. | 0.00% | Add +285.0% | 84,821 | $845K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.7% | 70,968 | $707K |
| Tyche Wealth Partners LLC | 0.15% | Add +4.8% | 70,598 | $703K |
| Whipplewood Advisors, LLC | 0.38% | Add +59.6% | 104,427 | $648K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +7.6% | 61,189 | $609K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +0.3% | 56,830 | $566K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 51,625 | $514K |
| Thomas J. Herzfeld Advisors, Inc. | 0.16% | Add +23.6% | 47,965 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 47,511 | $473K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 46,820 | $466K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.9% | 43,799 | $436K |
| Bank of Montreal | 0.00% | Add +0.8% | 39,312 | $392K |
| Quarry LP | 0.10% | No change | 39,036 | $389K |
| Melfa Wealth Management, Inc. | 0.25% | No change | 37,360 | $372K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 32,548 | $324K |
| Cohen & Steers, Inc. | 0.00% | No change | 30,000 | $299K |
| Sovereign Financial Group, Inc. | 0.06% | Add +10.8% | 27,949 | $278K |
| Bank of New York Mellon Corp | 0.00% | No change | 26,188 | $261K |
| Cetera Investment Advisers | 0.00% | Add +13.7% | 24,069 | $240K |
| NewEdge Advisors, LLC | 0.00% | Add +4.4% | 23,670 | $236K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.9% | 22,237 | $221K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 21,776 | $217K |
| Cerity Partners LLC | 0.00% | Reduce -7.6% | 21,630 | $215K |
| Kestra Advisory Services, LLC | 0.00% | Add +18.2% | 21,122 | $210K |
| Riverbridge Partners LLC | 0.00% | Add +7.3% | 20,620 | $205K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -2.4% | 20,000 | $199K |
| StoneX Group Inc. | 0.01% | Add +0.1% | 19,496 | $194K |
| Simon Quick Advisors, LLC | 0.01% | Add +3.0% | 19,327 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 19,315 | $192K |
| Nuveen, LLC | 0.00% | — | 18,694 | $186K |
| Bessemer Group Inc. | 0.00% | New | 15,825 | $158K |
| Wealth Alliance Advisory Group, LLC | 0.03% | No change | 15,737 | $157K |
| AlphaCore Capital LLC | 0.01% | New | 15,721 | $157K |
| Prospera Financial Services Inc | 0.00% | New | 15,606 | $155K |
| First Trust Advisors LP | 0.00% | Reduce -3.9% | 15,305 | $152K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,100 | $150K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,861 | $148K |
| Permanent Capital Management, LP | 0.04% | Reduce -8.2% | 14,029 | $140K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +7.1% | 13,650 | $136K |
| Kercheville Advisors, LLC | 0.05% | Add +0.2% | 13,520 | $135K |
| Zullo Investment Group, Inc. | 0.06% | No change | 13,500 | $134K |
| Calton & Associates, Inc. | 0.03% | New | 13,210 | $132K |
| Anderson Financial Strategies, LLC | 0.08% | No change | 12,635 | $126K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.6% | 12,555 | $125K |
| Summit Trail Advisors, LLC | 0.00% | Add +3.2% | 12,377 | $123K |
| Keybank National Association | 0.00% | Reduce -5.5% | 12,083 | $120K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -15.3% | 11,600 | $116K |
| Catalina Capital Group, LLC | 0.07% | No change | 11,050 | $110K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,010 | $110K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 11,000 | $110K |
| Moody National Bank Trust Division | 0.01% | No change | 10,948 | $109K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,305 | $103K |
| Bokf, NA | 0.00% | Reduce -68.3% | 10,000 | $100K |
| High Note Wealth, LLC | 0.02% | Reduce -38.5% | 7,747 | $77K |
| Mountain Hill Investment Partners Corp. | 0.07% | No change | 7,000 | $70K |
| Lanark Financial, Inc. | 0.00% | — | 4,541 | $45K |
| Comerica Bank | 0.00% | No change | 4,000 | $40K |
| IFP Advisors, Inc | 0.00% | No change | 2,650 | $26K |
| CX Institutional | 0.00% | New | 2,399 | $24K |
| Eastern Bank | 0.00% | New | 2,186 | $22K |
| Fortitude Family Office, LLC | 0.01% | No change | 2,000 | $20K |
| Ancora Advisors LLC | 0.00% | Reduce -3.2% | 1,373 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 985 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 953 | $9K |
| Key Financial Inc | 0.00% | No change | 608 | $6K |
| MAI Capital Management | 0.00% | No change | 500 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 320 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 292 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 250 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 146 | $1K |
| Allworth Financial LP | 0.00% | Add +0.8% | 132 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 40 | $402 |
| BlackRock, Inc. | 0.00% | New | 1 | $6 |
"% of holder's portfolio" is VGM's weight in each manager's 13F, not the share of Invesco Trust for Investmen the manager owns.