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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

27 hedge funds and large institutions have $17.6M invested in Invesco Trust for Investment Grade New York Municipals in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.8M
2
DA
2
Doliver Advisors
Texas
$328K
3
Citadel Advisors
3
Citadel Advisors
Florida
$219K
4
FA
4
FDx Advisors
Illinois
$162K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$540K

Top Sellers

1
CIA
1
Choate Investment Advisors
Massachusetts
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.09M
3
UBS Group
3
UBS Group
Switzerland
$664K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
Wells Fargo
5
Wells Fargo
California
$101K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.8M 377,143 +50,749 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.05M 133,035 -700 -0.5%
Invesco
3
Invesco
Georgia
$1.99M 129,189 -131 -0.1%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.09M 70,769 -13,047 -16%
Morgan Stanley
5
Morgan Stanley
New York
$992K 64,469 +949 +1%
Bank of America
6
Bank of America
North Carolina
$756K 49,126 -403 -0.8%
UBS Group
7
UBS Group
Switzerland
$664K 43,158 -8,845 -17%
HK
8
Horizon Kinetics
New York
$590K 38,314 -1,959 -5%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$540K 35,057 +9,241 +36%
SRC
10
Shufro Rose & Co
New York
– – – –
LCM
11
Lucas Capital Management
New Jersey
$345K 22,435 – –
DA
12
Doliver Advisors
Texas
$328K 21,303 +21,303 New
SIA
13
Sit Investment Associates
Minnesota
$239K 15,500 -300 -2%
EFS
14
Essex Financial Services
Connecticut
$235K 15,286 – –
Citadel Advisors
15
Citadel Advisors
Florida
$219K 14,247 +14,247 New
LPL Financial
16
LPL Financial
California
$215K 14,137 -103 -0.7%
HCA
17
Harbour Capital Advisors
Virginia
$206K 13,400 – –
Creative Planning
18
Creative Planning
Kansas
$171K 11,093 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$171K 11,080 +48 +0.4%
FA
20
FDx Advisors
Illinois
$162K 10,543 +10,543 New
MFS
21
MSI Financial Services
Massachusetts
$154K 10,017 +4,584 +84%
ASN
22
Advisory Services Network
Georgia
$151K 9,800 – –
Wells Fargo
23
Wells Fargo
California
$101K 6,545 -4,199 -39%
FWM
24
Focused Wealth Management
New York
$30K 1,917 – –
AG
25
Advisor Group
Arizona
$23K 1,486 – –
1
2