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Invesco Trust for Investment Grade New York Municipals

33 hedge funds and large institutions have $17.5M invested in Invesco Trust for Investment Grade New York Municipals in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.78% less ownership

Funds ownership: 8.29%7.51% (-0.78%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less capital invested

Capital invested by funds: $20.1M → $17.5M (-$2.65M)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change

VTN Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q4 2018, worth a combined $17.5M — down 13% from $20.1M a quarter earlier.

Fund positioning in VTN was balanced in Q4 2018: 8 funds opened new positions, 8 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.66M. The largest seller was Claybrook Capital, exiting entirely with an estimated $2.13M sold.

  • 33 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $17.5M of Invesco Trust for Investment Grade New York Municipals stock for Q4 2018, down 13% quarter-over-quarter.
  • 8 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q4 2018 and 8 closed out, a net change of 0 holders.
  • The largest Invesco Trust for Investment Grade New York Municipals buyer in Q4 2018 was Robinson Capital Management, an estimated $1.66M added.
  • The largest Invesco Trust for Investment Grade New York Municipals seller in Q4 2018 was Claybrook Capital, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2018.