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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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68 hedge funds and large institutions have $244M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

9% more capital invested

Capital invested by funds: $224M → $244M (+$19.6M)

5% more funds holding

Funds holding: 65 → 68 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
24
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.07M
2
Citigroup
Citigroup
New York
+$5.36M
3
SCM
Saba Capital Management
New York
+$4.11M
4
Wells Fargo
Wells Fargo
California
+$3.62M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.58M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.98M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.96M
3
GC
Guggenheim Capital
Illinois
-$1.86M
4
IAS
IMA Advisory Services
Colorado
-$873K
5
SFS
Shaker Financial Services
Virginia
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCM
26
Taylor Frigon Capital Management
Arizona
$1.82M +$1.82M +153,740 New
LCM
27
Laurion Capital Management
New York
$1.79M +$1.79M +151,084 New
N
28
Nuveen
North Carolina
$1.69M -$166K -14,000 -9%
WAM
29
Wolverine Asset Management
Illinois
$1.59M +$1.07M +89,764 +201%
PPA
30
Parametric Portfolio Associates
Washington
$1.54M +$2.41K +203 +0.2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.53M -$139K -11,714 -8%
RJA
32
Raymond James & Associates
Florida
$1.42M -$18.8K -1,586 -1%
NPC
33
National Planning Corporation
California
$1.38M +$131K +11,023 +10%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.3M +$939K +79,134 +260%
SG Americas Securities
35
SG Americas Securities
New York
$1.28M +$1.29M +108,412 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.71K +144 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$1.15M -$11.3K -951 -1%
COLIM
38
City of London Investment Management
United Kingdom
$1.06M +$577K +48,600 +117%
KSCM
39
Kamunting Street Capital Management
Florida
$938K -$108K -9,105 -10%
HNB
40
Huntington National Bank
Ohio
$862K – – –
First Trust Advisors
41
First Trust Advisors
Illinois
$703K +$32.3K +2,719 +5%
CIA
42
Capital Investment Advisors
Georgia
$692K +$507K +42,759 +274%
CAS
43
CTC Alternative Strategies
Illinois
$613K +$614K +51,740 New
SFS
44
Shaker Financial Services
Virginia
$450K -$734K -61,867 -62%
AIG
45
American International Group
New York
$305K +$19K +1,600 +7%
FNYS
46
First New York Securities
New York
$283K +$284K +23,900 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$258K -$201K -16,944 -44%
CCM
48
Coe Capital Management
Illinois
$237K +$237K +20,000 New
SPC
49
Sigma Planning Corp
Michigan
$224K +$224K +18,915 New
RJT
50
Raymond James Trust
Florida
$213K -$57.9K -4,880 -21%
1
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VTA Hedge Fund Activity: Q4 2014 in Review

68 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2014, worth a combined $244M — up 8.8% from $224M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTA positions and 10 closed out — a net gain of 6 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $6.07M. The largest seller was Morgan Stanley, cutting an estimated $4.98M.

  • 68 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2014, up from 65 in Q3 2014.
  • Funds reported $244M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2014, up 8.8% quarter-over-quarter.
  • 16 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2014 and 10 closed out, a net change of +6 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2014 was Bank of America, an estimated $6.07M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2014 was Morgan Stanley, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2014.