INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
VTA was delisted on the 28th of October, 2021.
79 hedge funds and large institutions have $289M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
18% more funds holding
Funds holding: 67 → 79 (+12)
8% more capital invested
Capital invested by funds: $268M → $289M (+$21.1M)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10.1M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.82M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.77M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.28M |
| 5 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$6.99M |
| 2 |
Morgan Stanley
New York
|
-$2.18M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.91M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.78M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $2K | +$47 | +4 | +2% |
|
|
FPF
77
FNY Partners Fund
New York
| $273 | +$262K | +22,187 | New |
|
|
MMA
78
Miracle Mile Advisors
Los Angeles,
California
| – | -$190K | -16,162 | Closed |
|
79
First Manhattan
New York
| – | -$151K | -12,800 | -100% |
|
|
IWMPD
80
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$50K | -4,250 | Closed |
|
|
AA
81
Ancora Advisors
Cleveland,
Ohio
| – | +$12 | +1 | New |
|
VTA Hedge Fund Activity: Q4 2016 in Review
79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2016, worth a combined $289M — up 7.9% from $268M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VTA positions and 2 closed out — a net gain of 12 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $10.1M. The largest seller was Financial & Investment Management Group, cutting an estimated $6.99M.
- 79 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2016, up from 67 in Q3 2016.
- Funds reported $289M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2016, up 7.9% quarter-over-quarter.
- 14 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2016 and 2 closed out, a net change of +12 holders.
- The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2016 was JP Morgan Chase, an estimated $10.1M added.
- The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2016 was Financial & Investment Management Group, an estimated $6.99M sold.
Based on aggregated 13F filings for Q4 2016.