INVESCO TRUST FOR INVESTMEN (VGM) Institutional Ownership and Insiders Activity
INVESCO TRUST FOR INVESTMEN (VGM) is widely held by institutional investors, with 99 firms reporting positions valued at approximately $118.76M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Guggenheim Capital Llc is the largest disclosed holder, reporting approximately $11.25M in VGM holdings in its latest filing.
Institutional Holders
99
Total Reported Value
$118.76M
Largest Holder
Guggenheim Capital Llc
Largest Position
$11.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Guggenheim Capital Llc$11.25M
- Hennion & Walsh Asset Management, Inc.$10.68M
- Ameriprise Financial Inc$8.14M
- Morgan Stanley$7.47M
- Lpl Financial Llc$6.63M
Related VGM Institutional Insights:
- VGM 13F Institutional Holders
- VGM Superinvestors
- VGM Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- VGM Insider Trading & SEC Form 4 Activity
- VGM Articles
- Top Institutional Investor Stock Rankings