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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
Squarepoint
51
Squarepoint
New York
$594K +$593K +50,757 New
CP
52
Camelot Portfolios
Ohio
$577K -$8.39K -718 -1%
AGM
53
Alpine Global Management
New York
$552K +$550K +47,108 New
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$450K -$117 -10 -0%
AWA
55
Arete Wealth Advisors
Illinois
$399K +$399K +34,102 New
BFM
56
Boothbay Fund Management
New York
$398K +$397K +34,000 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$332K -$1.22K -104 -0.4%
LPL Financial
58
LPL Financial
California
$267K +$267K +22,816 New
M&T Bank
59
M&T Bank
New York
$251K – – –
SCA
60
STALEY CAPITAL ADVISERS
Pennsylvania
$240K – – –
MIG
61
Mariner Investment Group
New York
$238K – – –
RJT
62
Raymond James Trust
Florida
$232K -$15.4K -1,320 -6%
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$232K +$232K +19,830 New
CAN
64
Cetera Advisor Networks
California
$222K -$199K -17,065 -47%
AW
65
ACG Wealth
Georgia
$193K – – –
PCM
66
Penserra Capital Management
California
$174K +$65.7K +5,618 +61%
HK
67
Horizon Kinetics
New York
$163K -$8.06K -690 -5%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$154K +$28.4K +2,434 +23%
SPIA
69
Steward Partners Investment Advisory
New York
$131K -$31K -2,653 -19%
PAG
70
Private Advisor Group
New Jersey
$122K +$2.15K +184 +2%
ABC
71
Associated Banc-Corp
Wisconsin
$118K – – –
WEC
72
Winslow Evans & Crocker
Massachusetts
$90.3K -$11.9K -1,016 -12%
IA
73
IFP Advisors
Florida
$62K -$50.1K -4,290 -45%
SEI Investments
74
SEI Investments
Pennsylvania
$57K +$55.4K +4,737 +4,268%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K +$57K +4,874 New
1 2
3
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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.