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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

22 hedge funds and large institutions have $8.48M invested in Invesco Trust for Investment Grade New York Municipals in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$241K
2
DA
2
Doliver Advisors
Texas
$235K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.17M
4
CS
4
Credit Suisse
Switzerland
$143K
5
U
5
UBS
Switzerland
$444K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$989K
2
HCA
2
Harbour Capital Advisors
Virginia
$282K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$225K
4
HK
4
Horizon Kinetics
New York
$1.25M
5
Bank of America
5
Bank of America
North Carolina
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
HK
1
Horizon Kinetics
New York
$1.25M 88,064 -2,221 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.17M 82,828 +11,530 +16%
Wells Fargo
3
Wells Fargo
California
$1.06M 74,507 +778 +1%
GC
4
Guggenheim Capital
Illinois
$989K 69,838 -16,309 -19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$585K 41,300 +2,000 +5%
SRC
6
Shufro Rose & Co
New York
$481K 34,000 – –
U
7
UBS
Switzerland
$444K 31,318 +4,344 +16%
LPL Financial
8
LPL Financial
California
$335K 23,651 +500 +2%
LCM
9
Lucas Capital Management
New Jersey
$318K 22,435 – –
HCA
10
Harbour Capital Advisors
Virginia
$282K 19,900 -10,000 -33%
WAM
11
Wolverine Asset Management
Illinois
$241K 17,075 +17,075 New
DA
12
Doliver Advisors
Texas
$235K 16,609 +16,609 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$225K 15,868 -8,290 -34%
EFS
14
Essex Financial Services
Connecticut
$217K 15,286 – –
MFS
15
MSI Financial Services
Massachusetts
$151K 10,639 +148 +1%
CS
16
Credit Suisse
Switzerland
$143K 10,044 +10,044 New
Invesco
17
Invesco
Georgia
– – – –
SIA
18
Sit Investment Associates
Minnesota
$136K 9,600 – –
FWM
19
Focused Wealth Management
New York
$27K 1,917 – –
HR
20
Howe & Rusling
New York
$17K 1,217 +1,217 New
BRWA
21
B. Riley Wealth Advisors
Florida
$15.5K 1,097 +1,097 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12K 800 – –
Bank of America
23
Bank of America
North Carolina
$10K 730 -1,060 -59%
Barclays
24
Barclays
United Kingdom
– – -119 Closed