SC 13G/A: Invesco Trust for Investment Grade Municipals

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SC 13G/A filing by Invesco Trust for Investment Grade Municipals.

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Risk Level: low

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Filing Documents

• sit241053_13ga.htm (SC 13G/A) — 72KB
• 0000897101-24-000519.txt ( ) — 74KB

From the Filing

SC 13G/A 1 sit241053_13ga.htm AMENDMENT NO. 1 TO SCHEDULE 13G UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 *) Invesco Trust for Investment Grade Municipals (VGM) (Name of Issuer) Common Stock (Title of Class of Securities) 46131M106 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Schedule 13G/A CUSIP No. 46131M106 1 Names of Reporting Persons Sit Investment Associates, Inc. 2 Check the appropriate box if a member of a Group (see instructions) (a) (b) 3 Sec Use Only 4 Citizenship or Place of Organization Number of Shares Beneficially Owned by Each Reporting Person With: 5 Sole Voting Power 0 6 Shared Voting Power 2,491,707 7 Sole Dispositive Power 0 8 Shared Dispositive Power 2,491,707 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,491,707 10 Check box if the aggregate amount in row (9) excludes certain shares (See Instructions) 11 Percent of class represented by amount in row (9) 4.59% 12 Type of Reporting Person (See Instructions) IA Schedule 13G CUSIP No. 46131M106 1 Names of Reporting Persons Sit Fixed Income Advisors II, LLC 2 Check the appropriate box if a member of a Group (see instructions) (a) (b) 3 Sec Use Only 4 Citizenship or Place of Organization Number of Shares Beneficially Owned by Each Reporting Person With: 5 Sole Voting Power 0 6 Shared Voting Power 2,491,707 7 Sole Dispositive Power 0 8 Shared Dispositive Power 2,491,707 9 Aggregate Amount Beneficially Owned by Each Reporting Person 2,491,707 10 Check box if the aggregate amount in row (9) excludes certain shares (See Instructions) 11 Percent of class represented by amount in row (9) 4.59% 12 Type of Reporting Person (See Instructions) IA Item 1 (a) Name of Issuer: Invesco Trust for Investment Grade Municipals Item 1 (b) Address of Issuer’s Principal Executive Offices: 1331 Spring Street NW, Suite 2500 Atlanta, GA 30309 Item 2 (a) Name of Person Filing: Sit Investment Associates, Inc. Sit Fixed Income Advisors II, LLC Item 2 (b) Address of Principal Business Office or, if none, Residence: c/o Sit Investment Associates, Inc. 80 South Eighth Street, Suite 3300 Minneapolis, MN 55402 Item 2 (c) Citizenship: Sit Investment Associates, Inc. Minnesota Corporation Sit Fixed Income Advisors II, LLC Delaware LLC Item 2 (d) Title of Class of Securities: Common Stock Item 2 (e) CUSIP Number: 46131M106 Item 3 If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); (b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); (c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8); (e) [X] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with § 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution: ________ Item 4 Ownership The information required by this Item 4 with respect to each Reporting Person is set forth in rows 5 through 9 and 11 of the cover pages to this Schedule 13G. The in the Issuer’s Report on Form N-CSR filed with the Securities Exchange Commission. Sit Investment Associates, Inc. (“SIA”) is an investment

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