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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

21 hedge funds and large institutions have $8.22M invested in Invesco Trust for Investment Grade New York Municipals in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$446K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.45M
3
HK
3
Horizon Kinetics
New York
$1.25M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$97K
5
SRC
5
Shufro Rose & Co
New York
$435K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$133K
2
GC
2
Guggenheim Capital
Illinois
$2.16M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
BAM
5
Barrett Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.16M 156,014 -10,928 -7%
Morgan Stanley
2
Morgan Stanley
New York
$1.45M 104,477 +13,741 +15%
HK
3
Horizon Kinetics
New York
$1.25M 90,685 +8,000 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$564K 40,800 +3,660 +10%
U
5
UBS
Switzerland
$446K 32,281 +21,927 +212%
SRC
6
Shufro Rose & Co
New York
$435K 31,500 +4,000 +15%
HCA
7
Harbour Capital Advisors
Virginia
$414K 29,900 – –
LPL Financial
8
LPL Financial
California
$334K 24,913 +3,310 +15%
LCM
9
Lucas Capital Management
New Jersey
$277K 20,025 – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$158K 11,433 +2,038 +22%
MFS
11
MSI Financial Services
Massachusetts
$143K 10,339 +171 +2%
SIA
12
Sit Investment Associates
Minnesota
$133K 9,600 -20,722 -68%
Barclays
13
Barclays
United Kingdom
$133K 10,215 +2,080 +26%
Bank of America
14
Bank of America
North Carolina
$110K 7,908 +2,580 +48%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$97K 7,000 +7,000 New
Wells Fargo
16
Wells Fargo
California
$63K 4,545 -525 -10%
FWM
17
Focused Wealth Management
New York
$27K 1,917 +1,917 New
PAS
18
Partnervest Advisory Services
California
$13K 936 – –
M&T Bank
19
M&T Bank
New York
$7K 500 – –
Nomura Holdings
20
Nomura Holdings
Japan
$6K 400 +400 New
EFS
21
Essex Financial Services
Connecticut
$211 15,286 – –
BRWA
22
B. Riley Wealth Advisors
Florida
– – -4,022 Closed
BAM
23
Barrett Asset Management
New York
– – -716 Closed
TRCT
24
Tower Research Capital (TRC)
New York
– – -701 Closed