VTN icon

Invesco Trust for Investment Grade New York Municipals
VTN

Overview Fund Activity

28 hedge funds and large institutions have $19.9M invested in Invesco Trust for Investment Grade New York Municipals in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.04M
2
GC
2
Guggenheim Capital
Illinois
$6.29M
3
FA
3
FDx Advisors
Illinois
$142K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$632K
5
Bank of America
5
Bank of America
North Carolina
$1.4M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$434K
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$621K
3
KIM
3
Karpus Investment Management
New York
$0
4
WAM
4
Wolverine Asset Management
Illinois
$762K
5
Invesco
5
Invesco
Georgia
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.29M 459,745 +15,661 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.04M 149,248 +33,913 +29%
Morgan Stanley
3
Morgan Stanley
New York
$1.73M 126,826 +4,844 +4%
Bank of America
4
Bank of America
North Carolina
$1.4M 101,998 +5,243 +5%
Invesco
5
Invesco
Georgia
$1.21M 88,660 -11,491 -11%
ICA
6
Infrastructure Capital Advisors
New York
$821K 60,042 – –
WAM
7
Wolverine Asset Management
Illinois
$762K 55,740 -14,918 -21%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$632K 46,185 +5,447 +13%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$621K 45,360 -66,504 -59%
HK
10
Horizon Kinetics
New York
$524K 38,314 – –
LCM
11
Landscape Capital Management
New Jersey
$434K 31,703 -101,487 -76%
UBS Group
12
UBS Group
Switzerland
$415K 30,306 -995 -3%
MIG
13
Mariner Investment Group
New York
$334K 24,416 -2,200 -8%
LCM
14
Lucas Capital Management
New Jersey
$307K 22,435 – –
DA
15
Doliver Advisors
Texas
$287K 20,952 +98 +0.5%
CIA
16
Choate Investment Advisors
Massachusetts
$286K 20,905 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$285K 20,867 -705 -3%
SRC
18
Shufro Rose & Co
New York
$244K 17,800 +1,000 +6%
CRC
19
Curi RMB Capital
Illinois
$233K 17,019 +3,196 +23%
SIA
20
Sit Investment Associates
Minnesota
$212K 15,500 – –
EFS
21
Essex Financial Services
Connecticut
$209K 15,286 – –
HCA
22
Harbour Capital Advisors
Virginia
$183K 13,400 – –
Creative Planning
23
Creative Planning
Kansas
$152K 11,093 – –
FA
24
FDx Advisors
Illinois
$142K 10,415 +10,415 New
Wells Fargo
25
Wells Fargo
California
$71K 5,195 +650 +14%
1
2