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VTA

INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND

Delisted

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

94 hedge funds and large institutions have $264M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

4% more capital invested

Capital invested by funds: $255M → $264M (+$9.19M)

4% less funds holding

Funds holding: 9894 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
36
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$56.4M -$1.04M -114,734 -2%
Morgan Stanley
2
Morgan Stanley
New York
$40.8M -$837K -92,146 -2%
RCM
3
Rivernorth Capital Management
Florida
$18.4M -$399K -43,939 -2%
Bank of America
4
Bank of America
North Carolina
$17.3M +$157K +17,345 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.5M
HHGC
6
Hunting Hill Global Capital
New York
$12.1M +$1.03M +113,030 +9%
PPA
7
Parametric Portfolio Associates
Washington
$11.8M +$1.44M +158,188 +14%
MGAM
8
McGowan Group Asset Management
Texas
$10.3M +$545K +59,983 +6%
PCM
9
Penserra Capital Management
California
$9.42M +$527K +58,056 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.13M +$226K +24,879 +4%
SIA
11
Sit Investment Associates
Minnesota
$5.97M -$1.15M -126,446 -16%
HCM
12
Hilton Capital Management
New York
$4.9M -$121K -13,297 -2%
AAM
13
Advisors Asset Management
Colorado
$4.71M -$876K -96,529 -16%
MC
14
Matisse Capital
Oregon
$4.06M -$3.54M -389,600 -47%
Wells Fargo
15
Wells Fargo
California
$2.95M -$418K -46,017 -13%
UBS Group
16
UBS Group
Switzerland
$2.86M -$142K -15,654 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.75M +$535K +58,956 +25%
VCM
18
Vivaldi Capital Management
Illinois
$2.62M -$243K -26,770 -9%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$2.62M +$2.59M +284,918 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.5M +$276K +30,417 +13%
RJA
21
Raymond James & Associates
Florida
$2.21M +$14.5K +1,595 +0.7%
Cohen & Steers
22
Cohen & Steers
New York
$2.17M +$97.4K +10,730 +5%
OCM
23
Oaktree Capital Management
California
$1.72M +$12.1K +1,328 +0.7%
Stifel Financial
24
Stifel Financial
Missouri
$1.63M +$34.9K +3,841 +2%
GC
25
Guggenheim Capital
Illinois
$1.58M +$504K +55,505 +48%

VTA Hedge Fund Activity: Q3 2020 in Review

94 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q3 2020, worth a combined $264M — up 3.6% from $255M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VTA and 8 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $2.59M. The largest seller was Matisse Capital, cutting an estimated $3.54M.

  • 94 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q3 2020, down from 98 in Q2 2020.
  • Funds reported $264M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q3 2020, up 3.6% quarter-over-quarter.
  • 8 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q3 2020 and 11 closed out, a net change of -3 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $2.59M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q3 2020 was Matisse Capital, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2020.