Invesco Trust for InvestmenVGM
13F holders, Q2 2025 (June 30)115holders +7
19new positions
11sold out
1famous investor
$9.49avg. 13F price*
At the end of Q2 2025, 115 institutions reported holding Invesco Trust for Investmen (VGM) in their 13F filings, up 7 from Q1 2025. 19 opened new positions and 11 sold out. The largest holders were Karpus Management, Inc. ($17.3M), Rivernorth Capital Management, LLC ($15.6M) and Robinson Capital Management, LLC ($11.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Trust for Investmen
- CUSIP
- 46131M106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $3.2M |
| Exits | 11 | $11.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,158,570 shares bought and 5,740,630 shares sold, net −4,582,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Karpus Management, Inc. | 0.56% | Reduce -41.3% | 1,822,741 | $17.3M |
| Rivernorth Capital Management, LLC | 0.87% | Reduce -37.6% | 1,643,489 | $15.6M |
| Robinson Capital Management, LLC | 4.75% | Reduce -14.9% | 1,189,186 | $11.3M |
| Guggenheim Capital LLC | 0.08% | Add +23.7% | 1,088,357 | $10.3M |
| Sit Investment Associates Inc. | 0.15% | Reduce -63.6% | 727,956 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -30.8% | 723,264 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +26.0% | 550,141 | $5.2M |
| UBS Group AG | 0.00% | Reduce -0.5% | 532,661 | $5.1M |
| Morgan Stanley | 0.00% | Add +2.6% | 528,708 | $5.0M |
| Fiera Capital Corp | 0.02% | Reduce -1.5% | 511,221 | $4.9M |
| Bank of America Corp. | 0.00% | Add +28.1% | 434,009 | $4.1M |
| MacKay Shields LLC | 0.73% | No change | 370,162 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.4% | 361,664 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 347,826 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +14.7% | 273,579 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -16.7% | 271,180 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +23.8% | 239,908 | $2.3M |
| Greatmark Investment Partners, Inc. | 0.28% | Add +2.2% | 236,250 | $2.2M |
| Leo Wealth, LLC | 0.17% | Add +33.5% | 234,554 | $2.2M |
| Kennedy Investment Group, Inc. | 0.83% | Reduce -10.6% | 204,916 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -3.5% | 201,243 | $1.9M |
| Melone Private Wealth, LLC | 0.91% | Add +6.8% | 188,061 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 182,007 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -62.0% | 174,381 | $1.7M |
| Indiana Trust & Investment Management Co | 0.54% | Add +0.7% | 173,147 | $1.6M |
| LexAurum Advisors, LLC | 0.25% | Add +47.4% | 167,556 | $1.6M |
| Gridiron Partners, LLC | 0.88% | No change | 149,983 | $1.4M |
| Absolute Investment Advisers, LLC | 0.16% | Add +24.3% | 134,211 | $1.3M |
| Claro Advisors Inc. | 0.16% | Reduce -0.1% | 103,398 | $981K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.9% | 102,400 | $972K |
| Invesco Ltd. | 0.00% | Reduce -28.9% | 101,750 | $966K |
| Dakota Wealth Management | 0.02% | Reduce -0.8% | 97,200 | $922K |
| Cutler Capital Management, LLC | 0.35% | No change | 86,117 | $817K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 84,821 | $805K |
| Rothschild Investment LLC | 0.05% | Reduce -26.8% | 83,300 | $791K |
| Osaic Holdings, Inc. | 0.00% | Add +66.6% | 78,009 | $742K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 71,258 | $676K |
| Tyche Wealth Partners LLC | 0.13% | No change | 70,598 | $670K |
| Mercer Global Advisors Inc. | 0.00% | New | 68,105 | $646K |
| Whipplewood Advisors, LLC | 0.34% | Reduce -37.3% | 65,458 | $621K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.2% | 63,289 | $601K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +0.1% | 61,218 | $581K |
| Cetera Investment Advisers | 0.00% | Add +152.5% | 60,776 | $577K |
| Envestnet Asset Management Inc. | 0.00% | New | 58,949 | $559K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.4% | 56,036 | $532K |
| Quarry LP | 0.12% | Add +37.5% | 53,683 | $509K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 51,265 | $487K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.0% | 44,669 | $424K |
| Bank of Montreal | 0.00% | Add +1.8% | 40,020 | $380K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 37,360 | $355K |
| N.E.W. Advisory Services LLC | 0.03% | New | 36,931 | $350K |
| M Holdings Securities, Inc. | 0.05% | New | 33,530 | $318K |
| Sovereign Financial Group, Inc. | 0.06% | Add +8.9% | 30,430 | $289K |
| Cohen & Steers, Inc. | 0.00% | No change | 30,000 | $285K |
| Prospera Financial Services Inc | 0.01% | Add +81.7% | 28,356 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 28,131 | $267K |
| Burford Brothers, Inc. | 0.12% | New | 27,625 | $262K |
| Harbour Investments, Inc. | 0.01% | Add +16.4% | 25,352 | $241K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.6% | 24,264 | $230K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 23,070 | $219K |
| StoneX Group Inc. | 0.01% | Add +17.0% | 22,802 | $216K |
| WealthBridge Capital Management, LLC | 0.05% | Add +12.5% | 22,500 | $214K |
| Calton & Associates, Inc. | 0.04% | Add +66.5% | 21,999 | $209K |
| Riverbridge Partners LLC | 0.00% | Add +5.3% | 21,707 | $206K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 20,953 | $199K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 20,471 | $194K |
| Nuveen, LLC | 0.00% | No change | 18,694 | $177K |
| Cerity Partners LLC | 0.00% | Reduce -14.3% | 18,539 | $176K |
| First Trust Advisors LP | 0.00% | Add +19.5% | 18,292 | $174K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 17,818 | $169K |
| Avantax Advisory Services, Inc. | 0.00% | New | 17,674 | $168K |
| AlphaCore Capital LLC | 0.01% | Add +2.0% | 16,040 | $152K |
| Wealth Alliance Advisory Group, LLC | 0.03% | No change | 15,737 | $149K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,100 | $143K |
| Kercheville Advisors, LLC | 0.05% | Add +7.6% | 14,551 | $138K |
| Dynamic Advisor Solutions LLC | 0.00% | Add +4.4% | 14,250 | $135K |
| Millennium Management | 0.00% | New | 14,000 | $133K |
| Zullo Investment Group, Inc. | 0.05% | No change | 13,500 | $128K |
| Summit Trail Advisors, LLC | 0.00% | Add +8.1% | 13,380 | $127K |
| Capital Investment Advisors, LLC | 0.00% | Add +4.0% | 13,055 | $124K |
| Susquehanna International Group, LLP | 0.00% | New | 12,986 | $123K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.6% | 12,692 | $120K |
| Keybank National Association | 0.00% | Reduce -1.7% | 11,883 | $113K |
| Catalina Capital Group, LLC | 0.07% | No change | 11,050 | $105K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,010 | $104K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 11,000 | $104K |
| WMG Financial Advisors, LLC | 0.04% | New | 10,965 | $104K |
| Moody National Bank Trust Division | 0.01% | No change | 10,948 | $104K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,305 | $98K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 10,271 | $97K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -12.8% | 10,111 | $96K |
| High Note Wealth, LLC | 0.02% | Reduce -9.0% | 7,047 | $67K |
| Mountain Hill Investment Partners Corp. | 0.06% | No change | 7,000 | $66K |
| Lanark Financial, Inc. | 0.00% | Add +37.1% | 6,227 | $59K |
| IFP Advisors, Inc | 0.00% | Add +37.6% | 3,647 | $35K |
| Comerica Bank | 0.00% | Reduce -27.5% | 2,900 | $28K |
| CX Institutional | 0.00% | No change | 2,399 | $23K |
| Eastern Bank | 0.00% | No change | 2,186 | $21K |
| Elequin Capital, LP | 0.00% | New | 1,482 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -3.4% | 1,327 | $13K |
"% of holder's portfolio" is VGM's weight in each manager's 13F, not the share of Invesco Trust for Investmen the manager owns.