Invesco Trust For Investmen
$9.12+1.1%
+$6.5M
Net Activity
-9.73% total shares
Institutions Holding
101
Popularity Rank
#4585
Avg Weight
0.06%
Total Value
$112.9M
101 institutions currently hold VGM, with 46 net buyers and 33 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
33
Net Buying Institutions
46
Top 5 by Value
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Across its top 20 institutional holders, VGM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 26/100).
VGM ranks #4585 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
101 institutions disclose a position in VGM, but none treat it as a major bet — even Regatta Research & Money Management, its most concentrated holder, allocates just 1.1% of its own portfolio to it.
Concurrent Investment Advisors, LLC has added to its VGM position for two straight quarters, increasing it by $47.9K to reach $169.6K today.
Gridiron Partners, LLC has trimmed its VGM position for two straight quarters, cutting it by $1.0M while still holding $233.8K.
VGM is up 1.1% today, and institutions have been net buyers of $6.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$11.7M
Total Buy Value
$7.7M
Total Sell Value
46
Net Buyers
33
Net Sellers
VGM
Q2 2026
Top 5 Institutional Movers
+$3.0M
-$2.1M
-$1.9M
+$1.7M
VGM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46131M106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Access VGM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/VGMCLI
npx alphasmo stocks get VGM