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Invesco Trust for Investment Grade New York Municipals

25 hedge funds and large institutions have $18.9M invested in Invesco Trust for Investment Grade New York Municipals in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $18.8M → $18.9M (+$26.8K)

0.43% less ownership

Funds ownership: 7.52%7.09% (-0.43%)

11% less funds holding

Funds holding: 2825 (-3)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
-$235 -18,003 Closed
AA
27
AQR Arbitrage
Connecticut
-$157K -12,053 Closed
SWM
28
SeaCrest Wealth Management
New York
-$39K -3,018 Closed

VTN Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q2 2019, worth a combined $18.9M — up 0.14% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VTN and 0 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was Bank of America, adding an estimated $40.7K. The largest seller was Landscape Capital Management, cutting an estimated $318K.

  • 25 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q2 2019, down from 28 in Q1 2019.
  • Funds reported $18.9M of Invesco Trust for Investment Grade New York Municipals stock for Q2 2019, up 0.14% quarter-over-quarter.
  • 0 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q2 2019 and 3 closed out, a net change of -3 holders.
  • The largest Invesco Trust for Investment Grade New York Municipals buyer in Q2 2019 was Bank of America, an estimated $40.7K added.
  • The largest Invesco Trust for Investment Grade New York Municipals seller in Q2 2019 was Landscape Capital Management, an estimated $318K sold.

Based on aggregated 13F filings for Q2 2019.