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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-198,085-100.0%0$0.00Q4 2025Aug 26, 2026
Virtu Financial LlcBuy+15,643—15,643$162.00KQ4 2025Feb 23, 2026
Compound Planning, Inc.Buy+16,796—16,796$174.17KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+171,781—171,781$1.78MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+58,715—58,715$608.87KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+40,816—40,816$423.26KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+1,242,714—1,242,714$12.89MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+475,197—475,197$4.93MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+432,699—432,699$4.49MQ4 2025Feb 17, 2026
Rivernorth Capital Management, LlcBuy+364,777—364,777$3.78MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+344,315—344,315$3.57MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+128,180—128,180$1.33MQ4 2025Feb 17, 2026
Claro Advisors Inc.Buy+113,427—113,427$1.18MQ4 2025Feb 17, 2026
Whipplewood Advisors, LlcBuy+71,160—71,160$737.93KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+68,469—68,469$710.03KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+61,483—61,483$637.60KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+41,448—41,448$429.82KQ4 2025Feb 17, 2026
&PartnersBuy+25,707—25,707$266.58KQ4 2025Feb 17, 2026
Ancora Advisors LlcBuy+1,196—1,196$12.40KQ4 2025Feb 17, 2026
Robinson Capital Management, LlcBuy+1,168,261—1,168,261$12.11MQ4 2025Feb 13, 2026
Morgan StanleyBuy+644,709—644,709$6.69MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+599,549—599,549$6.22MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+311,378—311,378$3.23MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+245,207—245,207$2.54MQ4 2025Feb 13, 2026
Cutler Capital Management, LlcBuy+86,117—86,117$893.04KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+51,265—51,265$531.62KQ4 2025Feb 13, 2026
Focus Partners WealthBuy+35,600—35,600$369.17KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+20,041—20,041$207.82KQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+18,041—18,041$187.08KQ4 2025Feb 13, 2026
Wealthspire Advisors, LlcBuy+10,000—10,000$103.70KQ4 2025Feb 13, 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.