Invesco Trust for Investment Grade New York Municipals
VTN
31 hedge funds and large institutions have $78.7M invested in Invesco Trust for Investment Grade New York Municipals in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
4% less capital invested
Capital invested by funds: $82.1M → $78.7M (-$3.34M)
2.34% less ownership
Funds ownership: 37.39% → 35.05% (-2.3%)
6% less funds holding
Funds holding: 33 → 31 (-2)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$443K |
| 2 |
Morgan Stanley
New York
|
+$274K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$255K |
| 4 |
NB
NBT Bank
Norwich,
New York
|
+$106K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$56.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$1.35M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.09M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$881K |
| 4 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$860K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$839K |
VTN Hedge Fund Activity: Q3 2024 in Review
31 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q3 2024, worth a combined $78.7M — down 4.1% from $82.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VTN and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $443K. The largest seller was Whitebox Advisors, exiting entirely with an estimated $1.35M sold.
- 31 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q3 2024, down from 33 in Q2 2024.
- Funds reported $78.7M of Invesco Trust for Investment Grade New York Municipals stock for Q3 2024, down 4.1% quarter-over-quarter.
- 2 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q3 2024 was Rivernorth Capital Management, an estimated $443K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q3 2024 was Whitebox Advisors, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2024.