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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

33 hedge funds and large institutions have $82.1M invested in Invesco Trust for Investment Grade New York Municipals in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$22M
2
WA
2
Whitebox Advisors
Minnesota
$1.35M
3
ATS
3
Ashton Thomas Securities
New York
$725K
4
RCM
4
Rivernorth Capital Management
Florida
$1.83M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$452K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$3.09M
2
LSC
2
Logan Stone Capital
Illinois
$1.46M
3
KIM
3
Karpus Investment Management
New York
$0
4
AC
4
Almitas Capital
California
$1.09M
5
BA
5
Bridgewater Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$160K 14,228 +3,243 +30%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$155K 13,763 -378 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$148K 13,193 – –
CNBT
29
Canandaigua National Bank & Trust
New York
$146K 13,000 – –
JPLA
30
Joseph P. Lucia & Associates
New York
$127K 11,267 +11,267 New
HKAM
31
Horizon Kinetics Asset Management
New York
$117K 10,414 – –
SA
32
Scarborough Advisors
Maryland
$2.84K 253 – –
SPIA
33
Steward Partners Investment Advisory
New York
$1.5K 133 +1 +0.8%
KIM
34
Karpus Investment Management
New York
– – -68,675 Closed
BA
35
Bridgewater Advisors
New York
– – -57,561 Closed
LCM
36
Landscape Capital Management
New Jersey
– – -20,937 Closed
TIM
37
Tortoise Investment Management
New York
– – -1,033 Closed
TRCT
38
Tower Research Capital (TRC)
New York
– – -62 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2