VGM

Invesco Trust For Investmen

-$18.5M

Net Activity

Institutions Holding

109

Popularity Rank

#4271

Avg Weight

0.05%

Total Value

$116.1M

Ownership Trend

109 institutions currently hold VGM, with 53 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

53

Key Holders

Key Holders

Top 5 by Value

GC
Guggenheim Capital LLC
$11.5M
H&
Hennion & Walsh Asset Management, Inc.
$9.7M
LF
LPL Financial LLC
$6.8M
MS
Morgan Stanley
$6.8M
SI
Sit Investment Associates INC
$6.6M

Top 5 by Conviction

GP
Gridiron Partners, LLC
0.78%
MP
Melone Private Wealth, LLC
0.70%
WC
Wealth Care LLC
0.44%
IT
Indiana Trust & Investment Management Co
0.37%
WA
Whipplewood Advisors, LLC
0.36%
View all 109 holding institutions

Quarterly Activity

Recent Activity

+$65.6M

Total Buy Value

$77.0M

Total Sell Value

New buy18
Trim27
Add35
Sold out10

53

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO TRUST FOR INVESTMEN (VGM)?
Major stakeholders currently include Guggenheim Capital LLC ($11.5M), Hennion & Walsh Asset Management, Inc. ($9.7M), LPL Financial LLC ($6.8M). Based on the latest 13F filings, there are a total of 109 tracked investment funds and institutions maintaining positions in VGM.
What is the overall institutional sentiment toward VGM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $18.5M, driven by 53 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their VGM positions?
In the latest period, 27 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $77.0M.
Are there any notable investors adding VGM to their portfolios?
Yes, buying activity remains notable. 18 institutions opened new positions in {ticker}, and 35 existing holders added to their shares. The total reported buy value for the quarter amounted to $65.6M.

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