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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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98 hedge funds and large institutions have $255M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $222M → $255M (+$33.8M)

2% more funds holding

Funds holding: 96 → 98 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
32
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$8.7M
2
MGAM
McGowan Group Asset Management
Texas
+$7.63M
3
Bank of America
Bank of America
North Carolina
+$2.98M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.06M
5
HHGC
Hunting Hill Global Capital
New York
+$1.82M

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.25M
2
GC
Guggenheim Capital
Illinois
-$2.2M
3
SIA
Sit Investment Associates
Minnesota
-$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.54M
5
VEA
Virtus ETF Advisers
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$346K +$5.81K +682 +2%
SPIA
52
Steward Partners Investment Advisory
New York
$343K -$49K -5,747 -13%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$342K – – –
Truist Financial
54
Truist Financial
North Carolina
$303K -$54.1K -6,352 -16%
LPL Financial
55
LPL Financial
California
$296K -$22.2K -2,601 -7%
RCM
56
Robinson Capital Management
Michigan
$237K -$522K -61,290 -70%
BRWA
57
B. Riley Wealth Advisors
Florida
$222K +$290 +34 +0.1%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$206K +$20.8K +2,436 +12%
Lido Advisors
59
Lido Advisors
California
$192K -$3.37K -395 -2%
KA
60
Kovack Advisors
Florida
$192K +$4.01K +471 +2%
RJT
61
Raymond James Trust
Florida
$188K -$12.8K -1,500 -7%
GWM
62
Greenwich Wealth Management
Connecticut
$183K -$65.5K -7,687 -27%
TSW
63
Thompson Siegel & Walmsley
Virginia
$180K – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$170K +$13.3K +1,564 +9%
WAM
65
Wolverine Asset Management
Illinois
$164K +$158K +18,491 New
OIA
66
OneDigital Investment Advisors
Kansas
$160K -$8.52K -1,000 -5%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$154K -$2.46K -289 -2%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$134K +$13K +1,525 +11%
P
69
&Partners
Tennessee
$130K -$14.1K -1,655 -10%
NFG
70
Next Financial Group
Texas
$130K – – –
DA
71
Doliver Advisors
Texas
$123K -$1.57K -184 -1%
BEI
72
Benjamin Edwards Inc
Missouri
$118K +$51 +6 +0%
KFGK
73
Keystone Financial Group (Kentucky)
Kentucky
$100K +$128 +15 +0.1%
MC
74
Moors & Cabot
Massachusetts
$100K +$3.83K +450 +4%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$97K -$2.2K -258 -2%
1 2
3
4 5

VTA Hedge Fund Activity: Q2 2020 in Review

98 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q2 2020, worth a combined $255M — up 15% from $222M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VTA positions and 9 closed out — a net gain of 2 holders — while 32 added to existing stakes and 39 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.7M. The largest seller was PenderFund Capital Management, exiting entirely with an estimated $2.25M sold.

  • 98 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q2 2020, up from 96 in Q1 2020.
  • Funds reported $255M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q2 2020, up 15% quarter-over-quarter.
  • 11 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q2 2020 and 9 closed out, a net change of +2 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q2 2020 was Saba Capital Management, an estimated $8.7M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q2 2020 was PenderFund Capital Management, an estimated $2.25M sold.

Based on aggregated 13F filings for Q2 2020.