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VTA

INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND

Delisted

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

67 hedge funds and large institutions have $268M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $269M → $268M (-$1.67M)

16% less funds holding

Funds holding: 8067 (-13)

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
67
Holders Change
-13
Holders Change %
-16.25%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
27
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.7M -$748K -65,220 -1%
RCM
2
Rivernorth Capital Management
Florida
$21.1M -$1.62M -141,614 -7%
Bessemer Group
3
Bessemer Group
New Jersey
$20.5M -$329K -28,700 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$17.5M +$332K +28,951 +2%
Bank of America
5
Bank of America
North Carolina
$16.8M -$1.06M -92,726 -6%
HCM
6
Hilton Capital Management
New York
$13.3M
AAM
7
Advisors Asset Management
Colorado
$11M -$493K -43,029 -4%
GC
8
Guggenheim Capital
Illinois
$10.6M +$777K +67,743 +8%
Invesco
9
Invesco
Georgia
$9.86M -$1.99M -173,557 -17%
FIMG
10
Financial & Investment Management Group
Michigan
$7.97M -$28.5K -2,484 -0.4%
UBS Group
11
UBS Group
Switzerland
$7.48M +$491K +42,795 +7%
MIG
12
Mariner Investment Group
New York
$7.32M -$6.31M -549,947 -47%
Wells Fargo
13
Wells Fargo
California
$6.86M +$1.22M +106,334 +22%
RJA
14
Raymond James & Associates
Florida
$6.3M +$4.19M +365,467 +215%
YMRC
15
Yorktown Management & Research Company
Virginia
$4.94M
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$4.65M
LPL Financial
17
LPL Financial
California
$3.9M +$144K +12,545 +4%
ICM
18
Ionic Capital Management
New York
$3.22M +$838K +73,070 +36%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.77M +$1.21M +105,617 +81%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.77M -$60K -5,230 -2%
Cohen & Steers
21
Cohen & Steers
New York
$2.62M -$1.43M -124,703 -36%
Stifel Financial
22
Stifel Financial
Missouri
$2.4M -$240K -20,891 -9%
N
23
Nuveen
North Carolina
$2.31M +$57.3K +5,000 +3%
ACM
24
Arlington Capital Management
Illinois
$2.15M +$160K +13,966 +8%
NPC
25
National Planning Corporation
California
$1.86M +$89.8K +7,833 +5%

VTA Hedge Fund Activity: Q3 2016 in Review

67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q3 2016, worth a combined $268M — down 0.62% from $269M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VTA and 2 opened new positions — a net loss of 12 holders — while 23 trimmed existing stakes and 27 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.19M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $7.35M sold.

  • 67 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q3 2016, down from 80 in Q2 2016.
  • Funds reported $268M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q3 2016, down 0.62% quarter-over-quarter.
  • 2 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q3 2016 and 14 closed out, a net change of -12 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q3 2016 was Raymond James & Associates, an estimated $4.19M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q3 2016 was Laurion Capital Management, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2016.