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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Guggenheim Capital Llc, Robinson Capital Management, Llc, Morgan Stanley, Wells Fargo & Company/Mn, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -198,085 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Virtu Financial Llc | Buy | +15,643 | — | 15,643 | $162.00K | Q4 2025 | Feb 23, 2026 |
| Compound Planning, Inc. | Buy | +16,796 | — | 16,796 | $174.17K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +171,781 | — | 171,781 | $1.78M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +58,715 | — | 58,715 | $608.87K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +40,816 | — | 40,816 | $423.26K | Q4 2025 | Feb 18, 2026 |
| Guggenheim Capital Llc | Buy | +1,242,714 | — | 1,242,714 | $12.89M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +475,197 | — | 475,197 | $4.93M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +432,699 | — | 432,699 | $4.49M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +364,777 | — | 364,777 | $3.78M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +344,315 | — | 344,315 | $3.57M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +128,180 | — | 128,180 | $1.33M | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | Buy | +113,427 | — | 113,427 | $1.18M | Q4 2025 | Feb 17, 2026 |
| Whipplewood Advisors, Llc | Buy | +71,160 | — | 71,160 | $737.93K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +68,469 | — | 68,469 | $710.03K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +61,483 | — | 61,483 | $637.60K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +41,448 | — | 41,448 | $429.82K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +25,707 | — | 25,707 | $266.58K | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors Llc | Buy | +1,196 | — | 1,196 | $12.40K | Q4 2025 | Feb 17, 2026 |
| Robinson Capital Management, Llc | Buy | +1,168,261 | — | 1,168,261 | $12.11M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +644,709 | — | 644,709 | $6.69M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +599,549 | — | 599,549 | $6.22M | Q4 2025 | Feb 13, 2026 |
| Van Eck Associates Corp | Buy | +311,378 | — | 311,378 | $3.23M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +245,207 | — | 245,207 | $2.54M | Q4 2025 | Feb 13, 2026 |
| Cutler Capital Management, Llc | Buy | +86,117 | — | 86,117 | $893.04K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +51,265 | — | 51,265 | $531.62K | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | Buy | +35,600 | — | 35,600 | $369.17K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +20,041 | — | 20,041 | $207.82K | Q4 2025 | Feb 13, 2026 |
| First Trust Advisors Lp | Buy | +18,041 | — | 18,041 | $187.08K | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, Llc | Buy | +10,000 | — | 10,000 | $103.70K | Q4 2025 | Feb 13, 2026 |
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.
Related VGM Institutional Insights
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