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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

26 hedge funds and large institutions have $18.6M invested in Invesco Trust for Investment Grade New York Municipals in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$3.81M
2
GC
2
Guggenheim Capital
Illinois
$1.71M
3
AA
3
AQR Arbitrage
Connecticut
$373K
4
Wells Fargo
4
Wells Fargo
California
$1.18M
5
Creative Planning
5
Creative Planning
Kansas
$222K

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
HK
2
Horizon Kinetics
New York
$558K
3
LCM
3
Laurion Capital Management
New York
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.35M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.81M 275,901 +50,370 +22%
Geode Capital Management
2
Geode Capital Management
Massachusetts
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$1.72M 124,459 -16,755 -12%
GC
4
Guggenheim Capital
Illinois
$1.71M 123,719 +30,289 +32%
WAM
5
Wolverine Asset Management
Illinois
$1.35M 97,920 -17,215 -15%
Wells Fargo
6
Wells Fargo
California
$1.18M 85,190 +23,188 +37%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.1M 79,336 +10,600 +15%
Invesco
8
Invesco
Georgia
– – – –
HK
9
Horizon Kinetics
New York
$558K 40,458 -26,113 -39%
UBS Group
10
UBS Group
Switzerland
$548K 39,718 -180 -0.5%
LPL Financial
11
LPL Financial
California
$380K 27,449 +6,095 +29%
AA
12
AQR Arbitrage
Connecticut
$373K 26,999 +26,999 New
SRC
13
Shufro Rose & Co
New York
$345K 25,000 – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$322K 23,302 -1,024 -4%
LCM
15
Lucas Capital Management
New Jersey
$310K 22,435 – –
LCM
16
Landscape Capital Management
New Jersey
$304K 22,039 -15,434 -41%
WRM
17
Westport Resources Management
Connecticut
$249K 18,007 -5,496 -23%
HCA
18
Harbour Capital Advisors
Virginia
$233K 16,900 – –
Creative Planning
19
Creative Planning
Kansas
$222K 16,093 +11,093 +222%
EFS
20
Essex Financial Services
Connecticut
$211K 15,286 – –
Bank of America
21
Bank of America
North Carolina
$192K 13,902 +10,300 +286%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$150K 10,800 – –
MFS
23
MSI Financial Services
Massachusetts
$92K 6,694 +82 +1%
CCA
24
Catalyst Capital Advisors
New York
$78K 5,685 – –
SIA
25
Sit Investment Associates
Minnesota
$47K 3,400 -6,200 -65%
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