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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

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.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.33M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.7M
3
Bank of America
3
Bank of America
North Carolina
$2.71M
4
NB
4
NBT Bank
New York
$107K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$423K

Top Sellers

1
WA
1
Whitebox Advisors
Minnesota
$0
2
AC
2
Almitas Capital
California
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.73M
4
FPCP
4
Fort Point Capital Partners
California
$0
5
GC
5
Guggenheim Capital
Illinois
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$130K 11,267 – –
HKAM
27
Horizon Kinetics Asset Management
New York
$120K 10,414 – –
NB
28
NBT Bank
New York
$107K 9,300 +9,300 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$70.3K 6,097 -7,666 -56%
WAM
30
Wolverine Asset Management
Illinois
$11.1K 963 +963 New
SPIA
31
Steward Partners Investment Advisory
New York
$1.57K 136 +3 +2%
WA
32
Whitebox Advisors
Minnesota
– – -120,354 Closed
AC
33
Almitas Capital
California
– – -96,688 Closed
FPCP
34
Fort Point Capital Partners
California
– – -76,477 Closed
SA
35
Scarborough Advisors
Maryland
– – -253 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2