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VTA

INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA

Delisted

VTA was delisted on the 28th of October, 2021.

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63 hedge funds and large institutions have $199M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $176M → $199M (+$23.1M)

9% more funds holding

Funds holding: 58 → 63 (+5)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
13
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.05M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$4.42M
3
Bank of America
Bank of America
North Carolina
+$3.8M
4
MIG
Mariner Investment Group
New York
+$3.3M
5
SPH
Steel Partners Holdings
New York
+$3.07M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.9M
2
I2I
Insight 2811 Inc
Illinois
-$2.87M
3
SCM
Saba Capital Management
New York
-$1.6M
4
AAM
Advisors Asset Management
Colorado
-$1.12M
5
GC
Guggenheim Capital
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$951K +$931K +73,653 New
IAS
27
IMA Advisory Services
Colorado
$912K – – –
Citigroup
28
Citigroup
New York
$673K -$661K -52,288 -50%
First Trust Advisors
29
First Trust Advisors
Illinois
$623K -$70.5K -5,574 -10%
SG Americas Securities
30
SG Americas Securities
New York
$516K +$506K +40,014 New
VFS
31
VSR Financial Services
Kansas
$473K – – –
AQR Capital Management
32
AQR Capital Management
Connecticut
$418K +$410K +32,414 New
IMS
33
Index Management Solutions
Pennsylvania
$369K +$262K +20,715 +261%
DA
34
Doliver Advisors
Texas
$341K +$120K +9,478 +56%
FAAS
35
First Allied Advisory Services
California
$265K +$3.79K +300 +1%
BI
36
Bulldog Investors
New Jersey
$248K – – –
OC
37
Oppenheimer & Co
New York
$228K -$3.93K -311 -2%
KFS
38
KMS Financial Services
Washington
$212K -$2.53K -200 -1%
RJT
39
Raymond James Trust
Florida
$191K -$8.34K -660 -4%
CNB
40
City National Bank
California
$188K – – –
CAN
41
Cetera Advisor Networks
California
$182K +$177K +14,024 New
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$174K +$171K +13,500 New
CIA
43
Capital Investment Advisors
Georgia
$165K +$162K +12,800 New
AWA
44
Arete Wealth Advisors
Illinois
$163K +$159K +12,611 New
MWM
45
Merriman Wealth Management
Washington
$155K +$152K +12,000 New
DWT
46
Dorsey & Whitney Trust
South Dakota
$151K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$145K -$143K -11,293 -50%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$140K -$4.07K -322 -3%
Goldman Sachs
49
Goldman Sachs
New York
$134K +$131K +10,392 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$44K -$50.6K -4,000 -53%
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VTA Hedge Fund Activity: Q4 2013 in Review

63 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2013, worth a combined $199M — up 13% from $176M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTA positions and 13 closed out — a net gain of 6 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.05M. The largest seller was Morgan Stanley, cutting an estimated $2.9M.

  • 63 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2013, up from 58 in Q3 2013.
  • Funds reported $199M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2013, up 13% quarter-over-quarter.
  • 19 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2013 and 13 closed out, a net change of +6 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2013 was Rivernorth Capital Management, an estimated $5.05M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2013 was Morgan Stanley, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2013.