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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

30 hedge funds and large institutions have $21.4M invested in Invesco Trust for Investment Grade New York Municipals in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Claybrook Capital
Massachusetts
$2.34M
2
GC
2
Guggenheim Capital
Illinois
$7.04M
3
Bank of America
3
Bank of America
North Carolina
$1.64M
4
SRC
4
Shufro Rose & Co
New York
$244K
5
Invesco
5
Invesco
Georgia
$1.38M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
DA
2
Doliver Advisors
Texas
$0
3
LCM
3
Laurion Capital Management
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$7.04M 513,430 +24,906 +5%
CC
2
Claybrook Capital
Massachusetts
$2.34M 170,381 +170,381 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.17M 157,786 -11,499 -7%
Bank of America
4
Bank of America
North Carolina
$1.64M 119,457 +21,496 +22%
Invesco
5
Invesco
Georgia
$1.38M 100,254 +17,198 +21%
Morgan Stanley
6
Morgan Stanley
New York
$1.03M 75,252 +10,848 +17%
ICA
7
Infrastructure Capital Advisors
New York
$824K 60,042 – –
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$685K 49,910 +800 +2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$559K 40,705 -3,741 -8%
UBS Group
10
UBS Group
Switzerland
$529K 38,559 -2,809 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$352K 25,643 +4,734 +23%
LCM
12
Lucas Capital Management
New Jersey
$308K 22,435 – –
CIA
13
Choate Investment Advisors
Massachusetts
$287K 20,905 – –
SRC
14
Shufro Rose & Co
New York
$244K 17,800 +17,800 New
SIA
15
Sit Investment Associates
Minnesota
$213K 15,500 – –
EFS
16
Essex Financial Services
Connecticut
$210K 15,286 – –
PGWM
17
Parisi Gray Wealth Management
New Jersey
$206K 15,000 +15,000 New
LCM
18
Landscape Capital Management
New Jersey
$176K 12,836 -4,508 -26%
HK
19
Horizon Kinetics
New York
$174K 12,714 – –
APA
20
American Portfolios Advisors
New York
$154K 11,199 +11,199 New
Creative Planning
21
Creative Planning
Kansas
$152K 11,093 -5,675 -34%
HCA
22
Harbour Capital Advisors
Virginia
$143K 10,400 -2,500 -19%
FA
23
FDx Advisors
Illinois
$143K 10,415 – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$140K 10,234 +102 +1%
AG
25
Advisor Group
Arizona
$104K 7,633 – –
1
2