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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
AW
51
ACG Wealth
Georgia
$242K +$15.2K +1,250 +8%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$222K +$36.4K +3,000 +19%
RJT
53
Raymond James Trust
Florida
$214K -$8.5K -700 -4%
PAG
54
Pinnacle Advisory Group
Maryland
$191K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$166K – – –
NPC
56
National Planning Corporation
California
$165K +$14.6K +1,201 +10%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$140K -$6.26K -516 -4%
Lido Advisors
58
Lido Advisors
California
$138K +$139K +11,455 New
ABC
59
Associated Banc-Corp
Wisconsin
$121K +$692 +57 +0.6%
WEC
60
Winslow Evans & Crocker
Massachusetts
$120K -$5.96K -491 -5%
IA
61
IFP Advisors
Florida
$118K -$10.4K -860 -8%
Creative Planning
62
Creative Planning
Kansas
$85K +$5.1K +420 +6%
GAM
63
Gemmer Asset Management
California
$78K – – –
SIM
64
Sonora Investment Management
Arizona
$35.3K – – –
Citigroup
65
Citigroup
New York
$25K -$26.5K -2,183 -51%
VWA
66
V Wealth Advisors
Kansas
$14K +$13.7K +1,130 New
TSW
67
Thompson Siegel & Walmsley
Virginia
$14K +$14.6K +1,200 New
KF
68
Krilogy Financial
Missouri
$13K – – –
PCM
69
Penserra Capital Management
California
$13K +$1.27K +105 +10%
MCIA
70
Mountain Capital Investment Advisors
Colorado
$13K +$13.1K +1,081 New
FCB
71
First Command Bank
Texas
$8K – – –
FCFS
72
First Command Financial Services
Texas
$8K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$8K – – –
NA
74
NewEdge Advisors
Louisiana
$7.98K +$8.13K +670 New
CFA
75
Carroll Financial Associates
North Carolina
$4K – – –
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.