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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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60 hedge funds and large institutions have $217M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $199M → $217M (+$18.4M)

5% less funds holding

Funds holding: 63 → 60 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
22
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.93M
2
MIG
Mariner Investment Group
New York
+$7.09M
3
AAM
Advisors Asset Management
Colorado
+$2.95M
4
HK
Horizon Kinetics
New York
+$963K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$860K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.7M
2
GC
Guggenheim Capital
Illinois
-$2.17M
3
Barclays
Barclays
United Kingdom
-$1.39M
4
ACM
Akanthos Capital Management
California
-$968K
5
SG Americas Securities
SG Americas Securities
New York
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$1.1M +$158K +12,230 +17%
IAS
27
IMA Advisory Services
Colorado
$914K – – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$861K +$860K +66,548 New
UCFA
29
United Capital Financial Advisors
Texas
$861K +$860K +66,548 New
First Trust Advisors
30
First Trust Advisors
Illinois
$659K +$34.3K +2,654 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$504K +$503K +38,912 New
Citigroup
32
Citigroup
New York
$486K -$190K -14,675 -28%
VFS
33
VSR Financial Services
Kansas
$474K – – –
AQR Capital Management
34
AQR Capital Management
Connecticut
$438K +$18.1K +1,400 +4%
Deutsche Bank
35
Deutsche Bank
Germany
$385K +$239K +18,477 +164%
GLA
36
Great Lakes Advisors
Illinois
$381K +$380K +29,406 New
FAAS
37
First Allied Advisory Services
California
$271K +$6.2K +480 +2%
Jane Street
38
Jane Street
New York
$241K +$240K +18,599 New
OC
39
Oppenheimer & Co
New York
$210K -$19.4K -1,500 -8%
KSCM
40
Kamunting Street Capital Management
Florida
$202K +$201K +15,581 New
RJT
41
Raymond James Trust
Florida
$191K – – –
CAN
42
Cetera Advisor Networks
California
$182K -$39 -3 -0%
PI
43
Placemark Investments
Illinois
$176K +$176K +13,603 New
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$175K – – –
AWA
45
Arete Wealth Advisors
Illinois
$162K -$1.51K -117 -0.9%
CNB
46
City National Bank
California
$154K -$34.9K -2,700 -19%
Goldman Sachs
47
Goldman Sachs
New York
$137K +$2.97K +230 +2%
AIG
48
American International Group
New York
$124K +$114K +8,800 +1,076%
NES
49
New England Securities
New York
$93K +$51.7K +3,997 +126%
WAM
50
Wolverine Asset Management
Illinois
$72K +$72.2K +5,590 New
1
2
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VTA Hedge Fund Activity: Q1 2014 in Review

60 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q1 2014, worth a combined $217M — up 9.2% from $199M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VTA and 12 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $7.93M. The largest seller was Robinson Capital Management, cutting an estimated $2.7M.

  • 60 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q1 2014, down from 63 in Q4 2013.
  • Funds reported $217M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q1 2014, up 9.2% quarter-over-quarter.
  • 12 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q1 2014 and 15 closed out, a net change of -3 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q1 2014 was Morgan Stanley, an estimated $7.93M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q1 2014 was Robinson Capital Management, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2014.