INVESCO TRUST FOR INVESTMEN (VGM) Institutional Ownership Changes & 13F Activity

INVESCO TRUST FOR INVESTMEN (VGM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Guggenheim Capital Llc, Newedge Advisors, Llc, Sit Investment Associates Inc, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+1,327+3.3%41,901$444.15KQ2 2026Aug 19, 2026
Ameriprise Financial IncBuy+768,111768,111$8.14MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+45,145+7.9%617,864$6.55MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+42,019+13.4%355,063$3.76MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+21,235+14.2%170,619$1.81MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+16,340+4.5%382,863$4.06MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,94911,949$126.66KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+11,75511,755$124.60KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,397+12.0%97,276$1.03MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+8,033+1.6%501,856$5.32MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-7,340-10.8%60,725$599.35KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,027+29.6%26,388$279.71KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,7852,785$29.52KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+386386$4.09KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+351+0.2%194,328$2.06MQ2 2026Aug 14, 2026
&PartnersBuy+154+0.5%29,208$309.60KQ2 2026Aug 14, 2026
Morgan StanleyBuy+18,242+2.7%705,017$7.47MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-7,550-20.3%29,704$314.87KQ2 2026Aug 13, 2026
Ubs Group AgSell-4,474-0.8%567,497$6.02MQ2 2026Aug 13, 2026
Aberdeen Wealth Management LlcBuy+2,8502,850$30.21KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+2,756+200.0%4,134$43.00KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-99,338-8.6%1,061,614$11.25MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+67,714+97.9%136,864$1.45MQ2 2026Aug 12, 2026
Sit Investment Associates IncSell-65,822-9.8%603,608$6.40MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+62,176+33.2%249,317$2.64MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+4,935+9.6%56,200$595.72KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,678+0.7%238,601$2.53MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+549+1.5%36,149$383.18KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+324+0.3%99,250$1.05MQ2 2026Aug 12, 2026
Summit Trail Advisors, LlcBuy+26,044+63.5%67,090$711.15KQ2 2026Aug 11, 2026
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Frequently asked questions about VGM activity

  • Which institutional owners are buying VGM?

    Institutional owners buying VGM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VGM activity?

    "Buy" means an investor increased their reported position in VGM compared to the prior reporting period. This reflects growing exposure to INVESCO TRUST FOR INVESTMEN (VGM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VGM increasing?

    Institutional interest in VGM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.