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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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94 hedge funds and large institutions have $264M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

4% more capital invested

Capital invested by funds: $255M → $264M (+$9.19M)

4% less funds holding

Funds holding: 98 → 94 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
36
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$2.59M
2
PPA
Parametric Portfolio Associates
Washington
+$1.44M
3
HHGC
Hunting Hill Global Capital
New York
+$1.03M
4
WP
WealthShield Partners
North Carolina
+$835K
5
AA
AQR Arbitrage
Connecticut
+$650K

Top Sellers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
-$3.54M
2
SIA
Sit Investment Associates
Minnesota
-$1.15M
3
SCM
Saba Capital Management
New York
-$1.04M
4
AAM
Advisors Asset Management
Colorado
-$876K
5
Morgan Stanley
Morgan Stanley
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$365K -$17.2K -1,897 -5%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$354K – – –
PAG
53
Private Advisor Group
New Jersey
$347K -$145 -16 -0%
Truist Financial
54
Truist Financial
North Carolina
$325K +$10.4K +1,144 +3%
LPL Financial
55
LPL Financial
California
$287K -$19.4K -2,134 -6%
KAS
56
Kestra Advisory Services
Texas
$248K +$245K +26,973 New
RCM
57
Robinson Capital Management
Michigan
$244K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$230K +$45 +5 +0%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$230K +$16.8K +1,850 +8%
SPIA
60
Steward Partners Investment Advisory
New York
$221K -$132K -14,516 -38%
M&T Bank
61
M&T Bank
New York
$207K -$177K -19,524 -46%
KA
62
Kovack Advisors
Florida
$199K +$1.01K +111 +0.5%
Lido Advisors
63
Lido Advisors
California
$196K -$3.03K -334 -2%
RJT
64
Raymond James Trust
Florida
$184K -$10.9K -1,200 -6%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$179K +$19.4K +2,133 +12%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$178K +$3.47K +382 +2%
GWM
67
Greenwich Wealth Management
Connecticut
$168K -$21.4K -2,354 -11%
PMFA
68
Plante Moran Financial Advisors
Michigan
$166K +$164K +18,012 New
OIA
69
OneDigital Investment Advisors
Kansas
$165K – – –
NFG
70
Next Financial Group
Texas
$135K – – –
Bank of New York Mellon
71
Bank of New York Mellon
New York
$121K -$17.2K -1,892 -13%
BEI
72
Benjamin Edwards Inc
Missouri
$116K -$5.97K -658 -5%
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$108K +$10.8K +1,188 +11%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$107K +$6.11K +673 +6%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$103K +$136 +15 +0.1%
1 2
3
4 5

VTA Hedge Fund Activity: Q3 2020 in Review

94 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q3 2020, worth a combined $264M — up 3.6% from $255M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VTA and 8 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $2.59M. The largest seller was Matisse Capital, cutting an estimated $3.54M.

  • 94 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q3 2020, down from 98 in Q2 2020.
  • Funds reported $264M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q3 2020, up 3.6% quarter-over-quarter.
  • 8 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q3 2020 and 11 closed out, a net change of -3 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $2.59M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q3 2020 was Matisse Capital, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2020.