We are live on ! Find out more
VTA

INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND

Delisted

VTA was delisted on the 28th of October, 2021.

97 hedge funds and large institutions have $332M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $264M → $332M (+$67.2M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

3% more funds holding

Funds holding: 9497 (+3)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
27
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$340K +$49K +4,971 +18%
Millennium Management
52
Millennium Management
New York
$283K +$259K +26,315 New
Invesco
53
Invesco
Georgia
$274K -$242K -24,590 -49%
LWP
54
Lumature Wealth Partners
Georgia
$272K +$250K +25,330 New
Lido Advisors
55
Lido Advisors
California
$262K +$31.8K +3,226 +15%
Goldman Sachs
56
Goldman Sachs
New York
$245K +$225K +22,815 New
M&T Bank
57
M&T Bank
New York
$242K -$10 -1 -0%
SPIA
58
Steward Partners Investment Advisory
New York
$237K -$18.8K -1,903 -8%
AWAP
59
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$234K +$215K +21,822 New
KA
60
Kovack Advisors
Florida
$233K +$611 +62 +0.3%
Truist Financial
61
Truist Financial
North Carolina
$230K -$136K -13,789 -39%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$220K +$10.7K +1,090 +6%
BAM
63
Belpointe Asset Management
Nevada
$215K +$197K +20,002 New
RJT
64
Raymond James Trust
Florida
$214K
VBCG
65
Valley Brook Capital Group
Pennsylvania
$200K +$184K +18,624 New
OIA
66
OneDigital Investment Advisors
Kansas
$193K
PMFA
67
Plante Moran Financial Advisors
Michigan
$193K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$183K -$23.7K -2,409 -12%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$159K +$146K +14,803 New
NFG
70
Next Financial Group
Texas
$157K
Bank of New York Mellon
71
Bank of New York Mellon
New York
$130K -$10.9K -1,107 -8%
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128K +$1.23K +125 +1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$124K
BEI
74
Benjamin Edwards Inc
Missouri
$122K -$12.1K -1,230 -10%
CL
75
CSS LLC
Illinois
$121K -$546K -55,364 -83%

VTA Hedge Fund Activity: Q4 2020 in Review

97 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2020, worth a combined $332M — up 25% from $264M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTA positions and 16 closed out — a net gain of 3 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $32.3M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 97 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2020, up from 94 in Q3 2020.
  • Funds reported $332M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2020, up 25% quarter-over-quarter.
  • 19 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2020 and 16 closed out, a net change of +3 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2020 was Saba Capital Management, an estimated $32.3M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2020 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2020.