Invesco Trust for Investment Grade New York Municipals
VTN
26 hedge funds and large institutions have $17.8M invested in Invesco Trust for Investment Grade New York Municipals in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 25 → 26 (+1)
5% more capital invested
Capital invested by funds: $17M → $17.8M (+$772K)
0.12% less ownership
Funds ownership: 5.56% → 5.44% (-0.12%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$629K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$514K |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$202K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$176K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$984K |
| 2 |
LPL Financial
San Diego,
California
|
-$351K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$310K |
| 4 |
Morgan Stanley
New York
|
-$218K |
| 5 |
AIG
American International Group
New York
|
-$23K |
VTN Hedge Fund Activity: Q2 2016 in Review
26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q2 2016, worth a combined $17.8M — up 4.5% from $17M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VTN positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $629K. The largest seller was Wells Fargo, cutting an estimated $984K.
- 26 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q2 2016, up from 25 in Q1 2016.
- Funds reported $17.8M of Invesco Trust for Investment Grade New York Municipals stock for Q2 2016, up 4.5% quarter-over-quarter.
- 2 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q2 2016 and 1 closed out, a net change of +1 holder.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q2 2016 was Guggenheim Capital, an estimated $629K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q2 2016 was Wells Fargo, an estimated $984K sold.
Based on aggregated 13F filings for Q2 2016.