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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 $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.

Holders
26
Holders Change
+1
Holders Change %
+4%
% 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
6
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.36M
2
Invesco
2
Invesco
Georgia
$2.12M
3
CIA
3
Choate Investment Advisors
Massachusetts
$210K
4
Bank of America
4
Bank of America
North Carolina
$813K
5
AG
5
Advisor Group
Arizona
$24K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$176K
2
LPL Financial
2
LPL Financial
California
$234K
3
UBS Group
3
UBS Group
Switzerland
$853K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.04M
5
AIG
5
American International Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.36M 326,394 +39,871 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.2M 133,735 -1,000 -0.7%
Invesco
3
Invesco
Georgia
$2.12M 129,320 +32,619 +34%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.38M 83,816 -215 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.04M 63,520 -13,810 -18%
UBS Group
6
UBS Group
Switzerland
$853K 52,003 -19,674 -27%
Bank of America
7
Bank of America
North Carolina
$813K 49,529 +11,166 +29%
HK
8
Horizon Kinetics
New York
$661K 40,273 – –
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$423K 25,816 +201 +0.8%
SRC
10
Shufro Rose & Co
New York
– – – –
LCM
11
Lucas Capital Management
New Jersey
$368K 22,435 – –
SIA
12
Sit Investment Associates
Minnesota
$259K 15,800 – –
EFS
13
Essex Financial Services
Connecticut
$251K 15,286 – –
LPL Financial
14
LPL Financial
California
$234K 14,240 -22,240 -61%
HCA
15
Harbour Capital Advisors
Virginia
$220K 13,400 -1,000 -7%
CIA
16
Choate Investment Advisors
Massachusetts
$210K 12,815 +12,815 New
Creative Planning
17
Creative Planning
Kansas
$182K 11,093 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$181K 11,032 +52 +0.5%
Wells Fargo
19
Wells Fargo
California
$176K 10,744 -62,428 -85%
ASN
20
Advisory Services Network
Georgia
$161K 9,800 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$122K 7,440 -4 -0.1%
MFS
22
MSI Financial Services
Massachusetts
$89K 5,433 +1,016 +23%
FWM
23
Focused Wealth Management
New York
$31K 1,917 – –
AG
24
Advisor Group
Arizona
$24K 1,486 +1,486 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$14K 800 – –
1
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