Invesco Trust for Investment Grade New York Municipals
VTN
21 hedge funds and large institutions have $8.43M 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.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
0.17% more ownership
Funds ownership: 2.97% → 3.14% (+0.17%)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% less capital invested
Capital invested by funds: $8.44M → $8.43M (-$9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$298K |
| 2 |
Morgan Stanley
New York
|
+$187K |
| 3 |
HK
Horizon Kinetics
New York
|
+$109K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$95.2K |
| 5 |
SRC
Shufro Rose & Co
New York
|
+$54.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$282K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$149K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$59K |
| 4 |
BAM
Barrett Asset Management
New York
|
-$10K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10K |
VTN Hedge Fund Activity: Q3 2013 in Review
21 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q3 2013, worth a combined $8.43M — down 0.11% from $8.44M a quarter earlier.
Fund positioning in VTN was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $298K. The largest seller was Sit Investment Associates, cutting an estimated $282K.
- 21 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $8.43M of Invesco Trust for Investment Grade New York Municipals stock for Q3 2013, down 0.11% quarter-over-quarter.
- 3 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q3 2013 was UBS, an estimated $298K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q3 2013 was Sit Investment Associates, an estimated $282K sold.
Based on aggregated 13F filings for Q3 2013.