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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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80 hedge funds and large institutions have $296M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 77 → 80 (+3)

4% more capital invested

Capital invested by funds: $284M → $296M (+$11.6M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.95M
2
LCM
Laurion Capital Management
New York
+$3.46M
3
Cohen & Steers
Cohen & Steers
New York
+$3.03M
4
Morgan Stanley
Morgan Stanley
New York
+$2.59M
5
CIA
Capital Investment Advisors
Georgia
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.64M
2
Bessemer Group
Bessemer Group
New Jersey
-$1.56M
3
YMRC
Yorktown Management & Research Company
Virginia
-$1.31M
4
Ameriprise
Ameriprise
Minnesota
-$1.26M
5
AAM
Advisors Asset Management
Colorado
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.91M +$113K +9,331 +6%
N
27
Nuveen
North Carolina
$1.89M -$182K -15,000 -9%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$1.8M – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$1.77M -$94.7K -7,805 -5%
JIP
30
Jaffetilchin Investment Partners
Florida
$1.36M +$23.8K +1,960 +2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$65.6K -5,406 -5%
BPCM
32
Beach Point Capital Management
California
$1.35M +$1.36M +112,192 New
UCFA
33
United Capital Financial Advisors
Texas
$1.33M +$101K +8,325 +8%
ACP
34
Aviance Capital Partners
Florida
$1.31M +$214K +17,605 +19%
BCM
35
Beck Capital Management
Texas
$1.3M -$527K -43,426 -28%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.2M +$120K +9,918 +11%
AG
37
Advisor Group
Arizona
$774K +$103K +8,514 +15%
CRC
38
Curi RMB Capital
Illinois
$763K +$771K +63,496 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$676K -$46.7K -3,847 -6%
NMC
40
Nine Masts Capital
Hong Kong
$655K +$662K +54,500 New
MIG
41
Mariner Investment Group
New York
$604K -$111K -9,159 -15%
CP
42
Camelot Portfolios
Ohio
$602K +$38.1K +3,139 +7%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$495K +$264K +21,746 +112%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$481K +$19.9K +1,636 +4%
CAN
45
Cetera Advisor Networks
California
$418K +$31.3K +2,581 +8%
DA
46
Doliver Advisors
Texas
$415K +$57.6K +4,749 +16%
HK
47
Horizon Kinetics
New York
$389K -$2.34K -193 -0.6%
IPC
48
Independent Portfolio Consultants
Florida
$388K -$47.2K -3,885 -11%
GWM
49
Greenwich Wealth Management
Connecticut
$270K – – –
M&T Bank
50
M&T Bank
New York
$257K – – –
1
2
3 4

VTA Hedge Fund Activity: Q2 2017 in Review

80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q2 2017, worth a combined $296M — up 4.1% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTA positions and 7 closed out — a net gain of 4 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $3.95M. The largest seller was LPL Financial, exiting entirely with an estimated $4.64M sold.

  • 80 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q2 2017, up from 77 in Q1 2017.
  • Funds reported $296M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q2 2017, up 4.1% quarter-over-quarter.
  • 11 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q2 2017 and 7 closed out, a net change of +4 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $3.95M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q2 2017 was LPL Financial, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2017.