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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

24 hedge funds and large institutions have $17.7M invested in Invesco Trust for Investment Grade New York Municipals in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-4
Holders Change %
-14.29%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.73M
2
GC
2
Guggenheim Capital
Illinois
$3.71M
3
ATS
3
Ashton Thomas Securities
New York
$1.36M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.03M
5
Bank of America
5
Bank of America
North Carolina
$1.17M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
OAM
2
Oppenheimer Asset Management
New York
$0
3
SIA
3
Sit Investment Associates
Minnesota
$49K
4
LCM
4
Landscape Capital Management
New Jersey
$106K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.71M 354,973 +21,089 +6%
RCM
2
Robinson Capital Management
Michigan
$2.86M 273,763 -7,220 -3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.73M 165,485 +26,310 +19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.46M 139,415 -9,000 -6%
ATS
5
Ashton Thomas Securities
New York
$1.36M 130,700 +19,000 +17%
Bank of America
6
Bank of America
North Carolina
$1.17M 112,148 +7,184 +7%
Lido Advisors
7
Lido Advisors
California
$1.04M 99,942 – –
Morgan Stanley
8
Morgan Stanley
New York
$1.03M 98,541 +8,493 +9%
CC
9
CF Capital
Massachusetts
$640K 61,473 -6,831 -10%
Stifel Financial
10
Stifel Financial
Missouri
$557K 53,334 -796 -1%
LPL Financial
11
LPL Financial
California
$371K 35,566 – –
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$209K 20,010 – –
SRC
13
Shufro Rose & Co
New York
$209K 20,000 – –
CSP
14
Cary Street Partners
Virginia
$205K 19,599 – –
UBS Group
15
UBS Group
Switzerland
$182K 17,463 -6,706 -28%
Osaic Holdings
16
Osaic Holdings
Arizona
$163K 15,534 +6,152 +66%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$156K 14,949 -1,419 -9%
Wells Fargo
18
Wells Fargo
California
$129K 12,367 +940 +8%
HKAM
19
Horizon Kinetics Asset Management
New York
$128K 12,274 +1,860 +18%
PI
20
PFG Investments
New York
$108K 10,300 -400 -4%
LCM
21
Landscape Capital Management
New Jersey
$106K 10,164 -14,217 -58%
Raymond James Financial
22
Raymond James Financial
Florida
$79.1K 7,573 -3,043 -29%
SIA
23
Sit Investment Associates
Minnesota
$49K 4,689 -15,523 -77%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$13.1K 1,259 +1,259 New
RCM
25
Rivernorth Capital Management
Florida
– – -68,254 Closed
1
2