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VTA

INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND

Delisted

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

83 hedge funds and large institutions have $354M invested in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

7% more capital invested

Capital invested by funds: $332M → $354M (+$22.2M)

14% less funds holding

Funds holding: 9783 (-14)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

Holders
83
Holders Change
-14
Holders Change %
-14.43%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
32
Reduced
25
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$115M +$8.12M +734,902 +8%
Morgan Stanley
2
Morgan Stanley
New York
$34.8M -$14.1M -1,279,620 -29%
RCM
3
Rivernorth Capital Management
Florida
$29.8M +$2.51M +227,445 +9%
SIA
4
Sit Investment Associates
Minnesota
$29.7M +$12.2M +1,103,888 +73%
Bank of America
5
Bank of America
North Carolina
$18.2M -$2.51M -227,483 -12%
PPA
6
Parametric Portfolio Associates
Washington
$16.8M +$893K +80,788 +6%
MGAM
7
McGowan Group Asset Management
Texas
$15.3M +$1.26M +113,607 +9%
PCM
8
Penserra Capital Management
California
$14.6M +$2.01M +182,053 +17%
COLIM
9
City of London Investment Management
United Kingdom
$12.6M +$2.82M +255,193 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.87M +$286K +25,920 +4%
Cohen & Steers
11
Cohen & Steers
New York
$6.79M +$3.4M +307,976 +106%
AAM
12
Advisors Asset Management
Colorado
$4.46M -$154K -13,927 -3%
BA
13
Bridge Advisory
California
$4.28M +$199K +18,005 +5%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$3.38M +$66.5K +6,020 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.31M +$144K +13,031 +5%
VCM
16
Vivaldi Capital Management
Illinois
$2.76M -$241K -21,826 -8%
UBS Group
17
UBS Group
Switzerland
$2.76M -$690K -62,410 -20%
Wells Fargo
18
Wells Fargo
California
$2.68M -$508K -46,015 -16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.55M -$209K -18,934 -8%
GC
20
Guggenheim Capital
Illinois
$2.39M +$799K +72,326 +53%
Stifel Financial
21
Stifel Financial
Missouri
$1.93M -$210K -19,016 -10%
CCP
22
Clough Capital Partners
Massachusetts
$1.32M +$131K +11,900 +11%
RJA
23
Raymond James & Associates
Florida
$1.29M -$920K -83,236 -42%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$1.18M -$766K -69,355 -40%
SFS
25
Shaker Financial Services
Virginia
$1.11M +$1.08M +97,891 New

VTA Hedge Fund Activity: Q1 2021 in Review

83 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) for Q1 2021, worth a combined $354M — up 6.7% from $332M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of VTA and 9 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, adding an estimated $12.2M. The largest seller was Morgan Stanley, cutting an estimated $14.1M.

  • 83 institutional investors held INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND (VTA) as of Q1 2021, down from 97 in Q4 2020.
  • Funds reported $354M of INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND stock for Q1 2021, up 6.7% quarter-over-quarter.
  • 9 funds opened new INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND positions in Q1 2021 and 23 closed out, a net change of -14 holders.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND buyer in Q1 2021 was Sit Investment Associates, an estimated $12.2M added.
  • The largest INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND seller in Q1 2021 was Morgan Stanley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2021.