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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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79 hedge funds and large institutions have $289M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

18% more funds holding

Funds holding: 67 → 79 (+12)

8% more capital invested

Capital invested by funds: $268M → $289M (+$21.1M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
27
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M
2
SFS
Shaker Financial Services
Virginia
+$1.82M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.77M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.28M
5
MGAM
McGowan Group Asset Management
Texas
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$6.99M
2
Morgan Stanley
Morgan Stanley
New York
-$2.18M
3
MIG
Mariner Investment Group
New York
-$1.91M
4
NPC
National Planning Corporation
California
-$1.78M
5
Bessemer Group
Bessemer Group
New Jersey
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.57M +$545K +46,134 +56%
VIA
27
Vident Investment Advisory
Georgia
$1.44M +$98.2K +8,315 +8%
JIP
28
Jaffetilchin Investment Partners
Florida
$1.35M +$12.7K +1,073 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$1.28M +108,331 New
UCFA
30
United Capital Financial Advisors
Texas
$1.12M -$372K -31,455 -26%
BCM
31
Beck Capital Management
Texas
$1.12M +$1.07M +90,823 New
FIMG
32
Financial & Investment Management Group
Michigan
$1.06M -$6.99M -591,842 -87%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.03M -$409K -34,603 -29%
ACP
34
Aviance Capital Partners
Florida
$989K +$135K +11,437 +17%
KKRC
35
Kohlberg Kravis Roberts & Co
New York
$782K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$768K +$451K +38,188 +157%
RCM
37
Robinson Capital Management
Michigan
$738K +$709K +60,000 New
AG
38
Advisor Group
Arizona
$627K -$40.3K -3,415 -6%
CP
39
Camelot Portfolios
Ohio
$589K +$5K +423 +0.9%
CIA
40
Capital Investment Advisors
Georgia
$538K +$4.51K +382 +0.9%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$502K – – –
HK
42
Horizon Kinetics
New York
$405K -$416K -35,218 -52%
OFG
43
OTA Financial Group
New York
$350K +$337K +28,514 New
CAN
44
Cetera Advisor Networks
California
$317K -$148K -12,534 -33%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$317K +$136K +11,542 +81%
M&T Bank
46
M&T Bank
New York
$301K – – –
Millennium Management
47
Millennium Management
New York
$297K +$286K +24,186 New
GWM
48
Greenwich Wealth Management
Connecticut
$291K -$35.4K -3,000 -11%
RJT
49
Raymond James Trust
Florida
$228K – – –
AW
50
ACG Wealth
Georgia
$203K +$195K +16,500 New
1
2
3 4

VTA Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2016, worth a combined $289M — up 7.9% from $268M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTA positions and 2 closed out — a net gain of 12 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $10.1M. The largest seller was Financial & Investment Management Group, cutting an estimated $6.99M.

  • 79 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2016, up from 67 in Q3 2016.
  • Funds reported $289M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2016, up 7.9% quarter-over-quarter.
  • 14 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2016 and 2 closed out, a net change of +12 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2016 was JP Morgan Chase, an estimated $10.1M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2016 was Financial & Investment Management Group, an estimated $6.99M sold.

Based on aggregated 13F filings for Q4 2016.