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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 $12.4M invested in Invesco Trust for Investment Grade New York Municipals in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.1M
2
DA
2
Doliver Advisors
Texas
$874K
3
KIM
3
Karpus Investment Management
New York
$563K
4
LCM
4
Landscape Capital Management
New Jersey
$461K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$144K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$862K
2
CS
2
Credit Suisse
Switzerland
$0
3
HCA
3
Harbour Capital Advisors
Virginia
$227K
4
HK
4
Horizon Kinetics
New York
$1.15M
5
U
5
UBS
Switzerland
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
1
Geode Capital Management
Massachusetts
– – – –
HK
2
Horizon Kinetics
New York
$1.15M 85,464 -2,600 -3%
Wells Fargo
3
Wells Fargo
California
$1.12M 83,628 +9,121 +12%
WAM
4
Wolverine Asset Management
Illinois
$1.1M 81,853 +64,778 +379%
GC
5
Guggenheim Capital
Illinois
$1.07M 79,711 +9,873 +14%
DA
6
Doliver Advisors
Texas
$874K 65,182 +48,573 +292%
Morgan Stanley
7
Morgan Stanley
New York
$862K 64,275 -18,553 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$594K 44,300 +3,000 +7%
KIM
9
Karpus Investment Management
New York
$563K 41,985 +41,985 New
LCM
10
Landscape Capital Management
New Jersey
$461K 34,347 +34,347 New
Invesco
11
Invesco
Georgia
– – – –
SRC
12
Shufro Rose & Co
New York
$435K 32,500 -1,500 -4%
U
13
UBS
Switzerland
$400K 29,816 -1,502 -5%
LPL Financial
14
LPL Financial
California
$339K 25,054 +1,403 +6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$323K 24,120 +8,252 +52%
LCM
16
Lucas Capital Management
New Jersey
$301K 22,435 – –
HCA
17
Harbour Capital Advisors
Virginia
$227K 16,900 -3,000 -15%
EFS
18
Essex Financial Services
Connecticut
$205K 15,286 – –
MFS
19
MSI Financial Services
Massachusetts
$145K 10,790 +151 +1%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$144K 10,800 +10,000 +1,250%
SIA
21
Sit Investment Associates
Minnesota
$129K 9,600 – –
Creative Planning
22
Creative Planning
Kansas
$67K 5,000 +5,000 New
FWM
23
Focused Wealth Management
New York
$26K 1,917 – –
Bank of America
24
Bank of America
North Carolina
$23K 1,730 +1,000 +137%
CS
25
Credit Suisse
Switzerland
– – -10,044 Closed
1
2