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Invesco Trust for Investment Grade New York Municipals

28 hedge funds and large institutions have $18.8M invested in Invesco Trust for Investment Grade New York Municipals in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.83M 370,795 +3,476 +0.9%
Bank of America
2
Bank of America
North Carolina
$2.23M 171,247 +12,488 +8%
CC
3
Claybrook Capital
Massachusetts
$2.22M 170,381 +170,381 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.83M 140,636 +21,300 +18%
Invesco
5
Invesco
Georgia
$1.32M 101,138 -1,284 -1%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.09M 83,687 +38,443 +85%
ICA
7
Infrastructure Capital Advisors
New York
$1.07M 81,702
LCM
8
Landscape Capital Management
New Jersey
$849K 65,190 -25,455 -28%
Morgan Stanley
9
Morgan Stanley
New York
$803K 61,627 -26,265 -30%
UBS Group
10
UBS Group
Switzerland
$325K 24,976 +2,812 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$319K 24,484 +3,597 +17%
LCM
12
Lucas Capital Management
New Jersey
$282K 21,627
MML Investors Services
13
MML Investors Services
Massachusetts
$225K 17,268 +2,168 +14%
SIA
14
Sit Investment Associates
Minnesota
$202K 15,500
EFS
15
Essex Financial Services
Connecticut
$199K 15,286
HKAM
16
Horizon Kinetics Asset Management
New York
$166K 12,714 +12,714 New
AA
17
AQR Arbitrage
Connecticut
$157K 12,053 -17,882 -60%
RJA
18
Raymond James & Associates
Florida
$146K 11,242
Creative Planning
19
Creative Planning
Kansas
$145K 11,093
FA
20
FDx Advisors
Illinois
$136K 10,415 +10,415 New
EWM
21
Edge Wealth Management
New York
$99K 7,600
AG
22
Advisor Group
Arizona
$80K 6,165
SWM
23
SeaCrest Wealth Management
New York
$39K 3,018 +1,519 +101%
FWM
24
Focused Wealth Management
New York
$35K 2,696 +10 +0.4%
Wells Fargo
25
Wells Fargo
California
$20K 1,546