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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

24 hedge funds and large institutions have $7.34M invested in Invesco Trust for Investment Grade New York Municipals in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$306K
2
SG Americas Securities
2
SG Americas Securities
New York
$157K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$228K
4
U
4
UBS
Switzerland
$495K
5
SRC
5
Shufro Rose & Co
New York
$444K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$1.24M
2
Morgan Stanley
2
Morgan Stanley
New York
$918K
3
Bank of America
3
Bank of America
North Carolina
$24K
4
LPL Financial
4
LPL Financial
California
$305K
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.24M 94,932 -61,082 -39%
HK
2
Horizon Kinetics
New York
$1.18M 90,285 -400 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$918K 70,118 -34,359 -33%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$540K 41,283 +483 +1%
U
5
UBS
Switzerland
$495K 37,758 +5,477 +17%
SRC
6
Shufro Rose & Co
New York
$444K 34,000 +2,500 +8%
HCA
7
Harbour Capital Advisors
Virginia
$391K 29,900 – –
VKH
8
Virtu KCG Holdings
New York
$306K 23,424 +23,424 New
LPL Financial
9
LPL Financial
California
$305K 23,301 -1,612 -6%
LCM
10
Lucas Capital Management
New Jersey
$262K 20,025 – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$228K 17,403 +5,970 +52%
EFS
12
Essex Financial Services
Connecticut
$200K 15,286 – –
Barclays
13
Barclays
United Kingdom
$162K 12,476 +2,261 +22%
SG Americas Securities
14
SG Americas Securities
New York
$157K 12,000 +12,000 New
MFS
15
MSI Financial Services
Massachusetts
$135K 10,323 -16 -0.2%
SIA
16
Sit Investment Associates
Minnesota
$126K 9,600 – –
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$92K 7,000 – –
Wells Fargo
18
Wells Fargo
California
$59K 4,544 -1 -0%
FWM
19
Focused Wealth Management
New York
$25K 1,917 – –
Bank of America
20
Bank of America
North Carolina
$24K 1,790 -6,118 -77%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17K 1,300 +1,300 New
PAS
22
Partnervest Advisory Services
California
$12K 936 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$10K 800 +800 New
TRCT
24
Tower Research Capital (TRC)
New York
$6K 478 +478 New
M&T Bank
25
M&T Bank
New York
– – -500 Closed
1
2