Invesco Trust for Investment Grade New York Municipals
VTN
24 hedge funds and large institutions have $21.6M invested in Invesco Trust for Investment Grade New York Municipals in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
33% more capital invested
Capital invested by funds: $16.3M → $21.6M (+$5.33M)
2.76% more ownership
Funds ownership: 10.15% → 12.9% (+2.8%)
4% less funds holding
Funds holding: 25 → 24 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.49M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$255K |
| 3 |
Jane Street
New York
|
+$197K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$147K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$137K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$79.3K |
| 4 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
-$59.7K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$137K | -12,425 | Closed |
|
|
SIA
27
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$52K | -4,689 | Closed |
|
|
HWP
28
Highline Wealth Partners
Sherman Oaks,
California
| – | -$3.31K | -300 | Closed |
|
VTN Hedge Fund Activity: Q4 2025 in Review
24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q4 2025, worth a combined $21.6M — up 33% from $16.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VTN and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 12 added.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.49M. The largest seller was CF Capital, exiting entirely with an estimated $1.18M sold.
- 24 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q4 2025, down from 25 in Q3 2025.
- Funds reported $21.6M of Invesco Trust for Investment Grade New York Municipals stock for Q4 2025, up 33% quarter-over-quarter.
- 3 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q4 2025 and 4 closed out, a net change of -1 holder.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q4 2025 was Hennion & Walsh Asset Management, an estimated $2.49M added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q4 2025 was CF Capital, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2025.