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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

25 hedge funds and large institutions have $17M invested in Invesco Trust for Investment Grade New York Municipals in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$4.4M
2
Invesco
2
Invesco
Georgia
$1.49M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.19M
4
ASN
4
Advisory Services Network
Georgia
$151K
5
UBS Group
5
UBS Group
Switzerland
$1.1M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$384K
2
LCM
2
Laurion Capital Management
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$1.12M
5
LWCFA
5
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.4M 286,523 +23,276 +9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.07M 134,735 -8,186 -6%
Invesco
3
Invesco
Georgia
$1.49M 96,701 +18,537 +24%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.29M 84,031 -2,179 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.19M 77,330 +17,437 +29%
Wells Fargo
6
Wells Fargo
California
$1.12M 73,172 -6,237 -8%
UBS Group
7
UBS Group
Switzerland
$1.1M 71,677 +3,930 +6%
HK
8
Horizon Kinetics
New York
$619K 40,273 – –
Bank of America
9
Bank of America
North Carolina
$589K 38,363 +1,749 +5%
LPL Financial
10
LPL Financial
California
$566K 36,480 – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$394K 25,615 -1,317 -5%
SRC
12
Shufro Rose & Co
New York
– – -25,000 Closed
LCM
13
Lucas Capital Management
New Jersey
$345K 22,435 – –
SIA
14
Sit Investment Associates
Minnesota
$243K 15,800 – –
EFS
15
Essex Financial Services
Connecticut
$235K 15,286 – –
HCA
16
Harbour Capital Advisors
Virginia
$221K 14,400 – –
Creative Planning
17
Creative Planning
Kansas
$170K 11,093 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$169K 10,980 -874 -7%
ASN
19
Advisory Services Network
Georgia
$151K 9,800 +9,800 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$114K 7,444 – –
MFS
21
MSI Financial Services
Massachusetts
$68K 4,417 -74 -2%
FWM
22
Focused Wealth Management
New York
$29K 1,917 – –
AIG
23
American International Group
New York
$23K 1,486 +1,486 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$12K 800 – –
KA
25
Klingman & Associates
New York
$5K 300 – –
1
2