Funds holding MFS INVT GRADE MUN TR
4 funds declare a position · 0 ETFs and 4 other funds · 2.3M $ · US59318B1089
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | ICON FLEXIBLE BOND FUND SCM Trust | 241,372 | 1.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 2 | Matisse Discounted Bond CEF Strategy Starboard Investment Trust | 47,998 | 383.5K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 3 | Multi-Hedge Strategies Fund Rydex Variable Trust | 292 | 2.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 108 | 862.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
34 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Bulldog Investors, LLP | 1,184,498 | 9.5M $ | as of Mar 31, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 576,479 | 4.6M $ | as of Mar 31, 2026 |
| Almitas Capital LLC | 454,829 | 3.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 431,408 | 3.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 258,068 | 2.1M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 242,888 | 1.9M $ | as of Mar 31, 2026 |
| ICON ADVISERS INC/CO | 241,372 | 1.9M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 141,088 | 1.1M $ | as of Mar 31, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | 78,360 | 626.1K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 62,969 | 503.1K $ | as of Mar 31, 2026 |
| Matisse Capital | 47,998 | 383.5K $ | as of Mar 31, 2026 |
| Beverly Hills Private Wealth, LLC | 35,345 | 282.4K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 33,673 | 269K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 32,138 | 256.8K $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 27,962 | 223.4K $ | as of Mar 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 23,409 | 187K $ | as of Mar 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | 22,975 | 183.6K $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 20,755 | 165.8K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 17,565 | 140.3K $ | as of Mar 31, 2026 |
| Fortitude Advisory Group L.L.C. | 15,802 | 126.3K $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 15,498 | 123.8K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,503 | 91.9K $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 10,651 | 85.1K $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 10,251 | 81.9K $ | as of Mar 31, 2026 |
| Western Wealth Management, LLC | 6,775 | 54.1K $ | as of Mar 31, 2026 |