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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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84 hedge funds and large institutions have $363M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 83 → 84 (+1)

2% more capital invested

Capital invested by funds: $354M → $363M (+$8.66M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.58M
2
PCM
Penserra Capital Management
California
+$4.17M
3
Cohen & Steers
Cohen & Steers
New York
+$3.62M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.21M
5
IA
Icon Advisers
Colorado
+$2.03M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$14.8M
2
Bank of America
Bank of America
North Carolina
-$4.45M
3
PPA
Parametric Portfolio Associates
Washington
-$3.59M
4
CCP
Clough Capital Partners
Massachusetts
-$1.32M
5
Morgan Stanley
Morgan Stanley
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$240K +$27.7K +2,387 +13%
RJT
52
Raymond James Trust
Florida
$231K -$5.08K -437 -2%
OIA
53
OneDigital Investment Advisors
Kansas
$203K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$183K -$12 -1 -0%
VBCG
55
Valley Brook Capital Group
Pennsylvania
$183K – – –
NFG
56
Next Financial Group
Texas
$174K – – –
GIA
57
Gladstone Institutional Advisory
Florida
$163K +$209 +18 +0.1%
KFGK
58
Keystone Financial Group (Kentucky)
Kentucky
$147K +$17.9K +1,538 +14%
Citadel Advisors
59
Citadel Advisors
Florida
$144K +$142K +12,183 New
MC
60
Moors & Cabot
Massachusetts
$140K +$137K +11,805 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$134K +$131K +11,289 New
HI
62
Harbour Investments
Wisconsin
$126K -$5.66K -487 -4%
QCIG
63
Quad-Cities Investment Group
Iowa
$119K +$117K +10,034 New
FIA
64
FNY Investment Advisers
New York
$118K -$83.4K -7,180 -42%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$32K -$29.9K -2,573 -48%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$29K -$18.8K -1,622 -40%
CFB
67
Cullen/Frost Bankers
Texas
$25K – – –
SWM
68
Spire Wealth Management
Virginia
$20K – – –
ASN
69
Advisory Services Network
Georgia
$12K +$11.3K +972 New
FF
70
FourThought Financial
Florida
$11K – – –
PCG
71
Private Capital Group
Connecticut
$10K – – –
FCB
72
First Command Bank
Texas
$8K – – –
FCFS
73
First Command Financial Services
Texas
$8K – – –
CT
74
Caldwell Trust
Florida
$7.08K – – –
AWA
75
Arkadios Wealth Advisors
Georgia
$7K +$7.16K +616 New
1 2
3
4

VTA Hedge Fund Activity: Q2 2021 in Review

84 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q2 2021, worth a combined $363M — up 2.4% from $354M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTA positions and 9 closed out — a net gain of 1 holder — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.58M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.8M.

  • 84 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q2 2021, up from 83 in Q1 2021.
  • Funds reported $363M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q2 2021, up 2.4% quarter-over-quarter.
  • 10 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q2 2021 was Sit Investment Associates, an estimated $5.58M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q2 2021 was Rivernorth Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2021.