Invesco Trust for Investment Grade New York Municipals
VTN
23 hedge funds and large institutions have $20.8M invested in Invesco Trust for Investment Grade New York Municipals in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0.14% more ownership
Funds ownership: 12.9% → 13.04% (+0.14%)
4% less capital invested
Capital invested by funds: $21.6M → $20.8M (-$810K)
4% less funds holding
Funds holding: 24 → 23 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$536K |
| 2 |
IP
Indivisible Partners
Clearwater,
Florida
|
+$319K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$294K |
| 4 |
LPL Financial
San Diego,
California
|
+$88.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$254K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$225K |
| 3 |
Jane Street
New York
|
-$202K |
| 4 |
Morgan Stanley
New York
|
-$127K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$119K |
VTN Hedge Fund Activity: Q1 2026 in Review
23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q1 2026, worth a combined $20.8M — down 3.7% from $21.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VTN and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $536K. The largest seller was MML Investors Services, exiting entirely with an estimated $254K sold.
- 23 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q1 2026, down from 24 in Q4 2025.
- Funds reported $20.8M of Invesco Trust for Investment Grade New York Municipals stock for Q1 2026, down 3.7% quarter-over-quarter.
- 2 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q1 2026 was Hennion & Walsh Asset Management, an estimated $536K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q1 2026 was MML Investors Services, an estimated $254K sold.
Based on aggregated 13F filings for Q1 2026.