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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

36 hedge funds and large institutions have $38.6M invested in Invesco Trust for Investment Grade New York Municipals in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 0 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.6M
2
SCM
2
Saba Capital Management
New York
$2.9M
3
TIM
3
Tortoise Investment Management
New York
$3.61M
4
DWM
4
Dakota Wealth Management
Florida
$333K
5
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$282K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$273K
2
ACA
2
Ackerman Capital Advisors
Texas
$689K
3
Bank of America
3
Bank of America
North Carolina
$1.17M
4
AA
4
AQR Arbitrage
Connecticut
$360K
5
UBS Group
5
UBS Group
Switzerland
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
26
Essex Financial Services
Connecticut
$183K 13,986 – –
Creative Planning
27
Creative Planning
Kansas
$145K 11,093 – –
HKAM
28
Horizon Kinetics Asset Management
New York
$136K 10,414 – –
UBS Group
29
UBS Group
Switzerland
$123K 9,430 -7,398 -44%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$90K 6,964 +6,964 New
Citigroup
31
Citigroup
New York
$82K 6,303 +32 +0.5%
Wells Fargo
32
Wells Fargo
California
$79K 6,038 -2,650 -31%
EP
33
Eudaimonia Partners
Tennessee
$64K 4,890 +3 +0.1%
LWCFA
34
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K 4,317 – –
FWM
35
Focused Wealth Management
New York
$15K 1,128 +12 +1%
HCM
36
Highlander Capital Management
New Jersey
$13K 1,031 – –
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
1
2