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Invesco Trust for Investment Grade New York Municipals
VTN

21 hedge funds and large institutions have $8.44M invested in Invesco Trust for Investment Grade New York Municipals in 2013 Q2 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.97% more ownership

Funds ownership: 0% → 2.97% (+3%)

Holders
21
Holders Change
+21
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.44M +$2.59M +166,942 New
Morgan Stanley
2
Morgan Stanley
New York
$1.33M +$1.41M +90,736 New
HK
3
Horizon Kinetics
New York
$1.21M +$1.28M +82,685 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$542K +$577K +37,140 New
SIA
5
Sit Investment Associates
Minnesota
$443K +$471K +30,322 New
HCA
6
Harbour Capital Advisors
Virginia
$437K +$464K +29,900 New
SRC
7
Shufro Rose & Co
New York
$402K +$427K +27,500 New
LPL Financial
8
LPL Financial
California
$316K +$336K +21,603 New
LCM
9
Lucas Capital Management
New Jersey
$293K +$311K +20,025 New
EFS
10
Essex Financial Services
Connecticut
$223K +$237K +15,286 New
U
11
UBS
Switzerland
$151K +$161K +10,354 New
MFS
12
MSI Financial Services
Massachusetts
$149K +$158K +10,168 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$137K +$146K +9,395 New
Barclays
14
Barclays
United Kingdom
$119K +$126K +8,135 New
Bank of America
15
Bank of America
North Carolina
$78K +$82.8K +5,328 New
Wells Fargo
16
Wells Fargo
California
$74K +$78.8K +5,070 New
BRWA
17
B. Riley Wealth Advisors
Florida
$59K +$62.5K +4,022 New
PAS
18
Partnervest Advisory Services
California
$14K +$14.5K +936 New
TRCT
19
Tower Research Capital (TRC)
New York
$10K +$10.9K +701 New
BAM
20
Barrett Asset Management
New York
$10K +$11.1K +716 New
M&T Bank
21
M&T Bank
New York
$7K +$7.77K +500 New

VTN Hedge Fund Activity: Q2 2013 in Review

21 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q2 2013, worth a combined $8.44M.

Buyers outnumbered sellers: 21 funds opened new VTN positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

  • 21 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $8.44M of Invesco Trust for Investment Grade New York Municipals stock for Q2 2013.
  • 21 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q2 2013 and 0 closed out, a net change of +21 holders.

Based on aggregated 13F filings for Q2 2013.