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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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75 hedge funds and large institutions have $303M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

2% more capital invested

Capital invested by funds: $296M → $303M (+$7.38M)

6% less funds holding

Funds holding: 80 → 75 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
31
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$10.1M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.79M
3
PPA
Parametric Portfolio Associates
Washington
+$1.7M
4
FFA
First Foundation Advisors
California
+$1.6M
5
CRC
Curi RMB Capital
Illinois
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$3.78M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.77M
3
BPCM
Beach Point Capital Management
California
-$1.35M
4
BCM
Beck Capital Management
Texas
-$1.3M
5
RCM
Rivernorth Capital Management
Florida
-$991K
Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
26
McGowan Group Asset Management
Texas
$2.06M -$82K -6,917 -4%
Ameriprise
27
Ameriprise
Minnesota
$1.9M -$371K -31,296 -16%
N
28
Nuveen
North Carolina
$1.88M – – –
UCFA
29
United Capital Financial Advisors
Texas
$1.43M +$111K +9,398 +9%
JIP
30
Jaffetilchin Investment Partners
Florida
$1.38M +$24.2K +2,039 +2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.37M -$517K -43,593 -27%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.32M -$29.6K -2,499 -2%
ACP
33
Aviance Capital Partners
Florida
$1.27M -$37.9K -3,201 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.21M +$25.3K +2,131 +2%
DA
35
Doliver Advisors
Texas
$1.18M +$768K +64,770 +187%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$884K +$212K +17,849 +32%
AG
37
Advisor Group
Arizona
$724K -$45.2K -3,815 -6%
CP
38
Camelot Portfolios
Ohio
$596K -$1.52K -128 -0.3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$594K +$102K +8,580 +21%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$458K -$19.3K -1,626 -4%
CAN
41
Cetera Advisor Networks
California
$430K +$13.8K +1,167 +3%
GWM
42
Greenwich Wealth Management
Connecticut
$385K +$116K +9,800 +44%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$339K +$337K +28,425 +135,357%
M&T Bank
44
M&T Bank
New York
$255K – – –
RJT
45
Raymond James Trust
Florida
$252K +$39K +3,292 +18%
SCA
46
STALEY CAPITAL ADVISERS
Pennsylvania
$244K +$23.7K +2,000 +11%
MIG
47
Mariner Investment Group
New York
$242K -$356K -30,000 -60%
SIA
48
Sit Investment Associates
Minnesota
$238K +$237K +20,000 New
Millennium Management
49
Millennium Management
New York
$200K +$199K +16,800 New
AW
50
ACG Wealth
Georgia
$197K -$14.8K -1,250 -7%
1
2
3 4

VTA Hedge Fund Activity: Q3 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q3 2017, worth a combined $303M — up 2.5% from $296M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VTA and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 31 added.

The largest buyer was Laurion Capital Management, adding an estimated $10.1M. The largest seller was Bessemer Group, cutting an estimated $3.78M.

  • 75 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q3 2017, down from 80 in Q2 2017.
  • Funds reported $303M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 6 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q3 2017 was Laurion Capital Management, an estimated $10.1M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q3 2017 was Bessemer Group, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2017.