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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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90 hedge funds and large institutions have $313M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

20% more funds holding

Funds holding: 75 → 90 (+15)

3% more capital invested

Capital invested by funds: $303M → $313M (+$9.68M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
23
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$8.24M
2
SCM
Saba Capital Management
New York
+$2.77M
3
COLIM
City of London Investment Management
United Kingdom
+$2.76M
4
PPA
Parametric Portfolio Associates
Washington
+$2.69M
5
Bank of America
Bank of America
North Carolina
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$14.1M
2
ACM
Arlington Capital Management
Illinois
-$5.09M
3
SFS
Shaker Financial Services
Virginia
-$1.73M
4
Morgan Stanley
Morgan Stanley
New York
-$1.51M
5
CRC
Curi RMB Capital
Illinois
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BlueCrest Capital Management
Jersey
$2.06M +$2.05M +175,745 New
MGAM
27
McGowan Group Asset Management
Texas
$2.02M -$1.69K -145 -0.1%
Ameriprise
28
Ameriprise
Minnesota
$1.97M +$106K +9,047 +6%
SFS
29
Shaker Financial Services
Virginia
$1.94M -$1.73M -148,436 -47%
GWM
30
Greenwich Wealth Management
Connecticut
$1.93M +$1.54M +132,200 +409%
FIMG
31
Financial & Investment Management Group
Michigan
$1.9M +$1.89M +161,802 New
N
32
Nuveen
North Carolina
$1.73M -$117K -10,000 -6%
DA
33
Doliver Advisors
Texas
$1.65M +$481K +41,123 +41%
UCFA
34
United Capital Financial Advisors
Texas
$1.44M +$32.3K +2,762 +2%
JIP
35
Jaffetilchin Investment Partners
Florida
$1.37M +$15.9K +1,358 +1%
WCMNY
36
Westchester Capital Management (New York)
New York
$1.29M +$1.29M +109,967 New
CRC
37
Curi RMB Capital
Illinois
$1.26M -$762K -65,227 -38%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.24M -$105K -8,944 -8%
WWMSC
39
Wagner Wealth Management (South Carolina)
South Carolina
$1.24M +$1.21M +103,905 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.18M -$16.3K -1,396 -1%
ACP
41
Aviance Capital Partners
Florida
$1.15M -$91K -7,790 -7%
6M
42
6 Meridian
Kansas
$1.15M +$1.15M +98,305 New
AG
43
Advisor Group
Arizona
$1.02M +$310K +26,495 +44%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$840K -$28.7K -2,457 -3%
ICM
45
Ionic Capital Management
New York
$792K +$791K +67,655 New
WAM
46
Weiss Asset Management
Massachusetts
$746K +$744K +63,686 New
MC
47
Matisse Capital
Oregon
$730K +$728K +62,300 New
SWM
48
SeaCrest Wealth Management
New York
$655K +$653K +55,912 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$652K -$645K -55,179 -50%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$610K +$28.6K +2,448 +5%
1
2
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VTA Hedge Fund Activity: Q4 2017 in Review

90 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2017, worth a combined $313M — up 3.2% from $303M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTA positions and 9 closed out — a net gain of 15 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $8.24M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $14.1M sold.

  • 90 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2017, up from 75 in Q3 2017.
  • Funds reported $313M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 24 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2017 and 9 closed out, a net change of +15 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2017 was Sit Investment Associates, an estimated $8.24M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2017 was Laurion Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2017.