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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

38 hedge funds and large institutions have $45.5M invested in Invesco Trust for Investment Grade New York Municipals in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.15M
2
SCM
2
Saba Capital Management
New York
$1.45M
3
SIA
3
Sit Investment Associates
Minnesota
$1.97M
4
LSC
4
Logan Stone Capital
Illinois
$1.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.94M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
TIM
2
Tortoise Investment Management
New York
$936K
3
Bank of America
3
Bank of America
North Carolina
$1.57M
4
GC
4
Guggenheim Capital
Illinois
$3.34M
5
DWM
5
Dakota Wealth Management
Florida
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$210K 20,818 – –
IA
27
IFP Advisors
Florida
$199K 15,360 -7,900 -34%
Wells Fargo
28
Wells Fargo
California
$155K 15,336 +1,750 +13%
MML Investors Services
29
MML Investors Services
Massachusetts
$153K 15,156 +42 +0.3%
Creative Planning
30
Creative Planning
Kansas
$112K 11,093 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$109K 10,822 +10,822 New
CS
32
Credit Suisse
Switzerland
$97.4K 9,644 – –
Cohen & Steers
33
Cohen & Steers
New York
$76K 7,500 – –
UB
34
UMB Bank
Missouri
$16K 1,572 +1,572 New
FWM
35
Focused Wealth Management
New York
$12.5K 1,233 +14 +1%
HCM
36
Highlander Capital Management
New Jersey
$10K 1,031 – –
BAM
37
Belpointe Asset Management
Nevada
$5.05K 500 +500 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$10 1 +1 New
RCM
39
Rivernorth Capital Management
Florida
– – -55,381 Closed
WAM
40
Wolverine Asset Management
Illinois
– – -10,812 Closed
QC
41
Quantedge Capital
Singapore
– – -10,500 Closed
RJA
42
Raymond James & Associates
Florida
– – -10,234 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2