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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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104 hedge funds and large institutions have $335M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

9% more funds holding

Funds holding: 95 → 104 (+9)

2% less capital invested

Capital invested by funds: $342M → $335M (-$6.26M)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
25
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$39.4M
2
RJA
Raymond James & Associates
Florida
+$11.5M
3
HCM
Hilton Capital Management
New York
+$10.1M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.69M
5
Bank of America
Bank of America
North Carolina
+$4.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Bessemer Group
Bessemer Group
New Jersey
-$5.03M
3
Stifel Financial
Stifel Financial
Missouri
-$4.76M
4
CWM
Cornerstone Wealth Management
Missouri
-$3M
5
UBS Group
UBS Group
Switzerland
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$2K +$22 +2 +1%
Bessemer Group
102
Bessemer Group
New Jersey
– -$5.03M -438,711 Closed
DA
103
Doliver Advisors
Texas
– -$1.23M -107,535 Closed
Walleye Trading
104
Walleye Trading
New York
– -$1.12M -97,417 Closed
SFS
105
Shaker Financial Services
Virginia
– -$941K -82,045 Closed
NMC
106
Nine Masts Capital
Hong Kong
– -$935K -81,500 Closed
N
107
Nuveen
North Carolina
– -$877K -76,500 Closed
CWM
108
Cornerstone Wealth Management
Missouri
– -$3M -35,790 Closed
PAS
109
Park Avenue Securities
New York
– -$227K -19,714 Closed
Goldman Sachs
110
Goldman Sachs
New York
– -$222K -19,347 Closed
PCM
111
Penserra Capital Management
California
– -$203K -17,703 Closed
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
– -$190K -16,570 Closed
SB
113
Suntrust Banks
Georgia
– -$142K -12,394 Closed
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$124K -10,816 Closed
GAM
115
Gemmer Asset Management
California
– -$50K -4,400 Closed
SWP
116
Stratos Wealth Partners
Ohio
– -$8K -675 Closed
TRCT
117
Tower Research Capital (TRC)
New York
– -$7K -600 Closed
Fidelity Investments
118
Fidelity Investments
Massachusetts
– +$11 +1 New
1 2 3 4
5

VTA Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q4 2018, worth a combined $335M — down 1.8% from $342M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VTA positions and 16 closed out — a net gain of 11 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $39.4M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 104 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q4 2018, up from 95 in Q3 2018.
  • Funds reported $335M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q4 2018, down 1.8% quarter-over-quarter.
  • 27 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q4 2018 and 16 closed out, a net change of +11 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q4 2018 was Saba Capital Management, an estimated $39.4M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q4 2018 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q4 2018.