VTN icon

Invesco Trust for Investment Grade New York Municipals
VTN

Overview Fund Activity

25 hedge funds and large institutions have $18.9M invested in Invesco Trust for Investment Grade New York Municipals in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.38M
2
Wells Fargo
2
Wells Fargo
California
$48K
3
RJA
3
Raymond James & Associates
Florida
$155K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$335K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$560K
2
AA
2
AQR Arbitrage
Connecticut
$0
3
GC
3
Guggenheim Capital
Illinois
$4.95M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.03M
5
UBS Group
5
UBS Group
Switzerland
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.95M 362,397 -8,398 -2%
Bank of America
2
Bank of America
North Carolina
$2.38M 174,341 +3,094 +2%
CC
3
Claybrook Capital
Massachusetts
$2.33M 170,381 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.91M 139,783 -853 -0.6%
Invesco
5
Invesco
Georgia
$1.32M 96,565 -4,573 -5%
ICA
6
Infrastructure Capital Advisors
New York
$1.12M 81,702 – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.03M 75,576 -8,111 -10%
Morgan Stanley
8
Morgan Stanley
New York
$835K 61,099 -528 -0.9%
LCM
9
Landscape Capital Management
New Jersey
$560K 41,019 -24,171 -37%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$335K 24,551 +67 +0.3%
LCM
11
Lucas Capital Management
New Jersey
$295K 21,627 – –
UBS Group
12
UBS Group
Switzerland
$259K 18,991 -5,985 -24%
MML Investors Services
13
MML Investors Services
Massachusetts
$222K 16,278 -990 -6%
SIA
14
Sit Investment Associates
Minnesota
$212K 15,500 – –
EFS
15
Essex Financial Services
Connecticut
$209K 15,286 – –
HKAM
16
Horizon Kinetics Asset Management
New York
$174K 12,714 – –
RJA
17
Raymond James & Associates
Florida
$155K 11,331 +89 +0.8%
Creative Planning
18
Creative Planning
Kansas
$152K 11,093 – –
FA
19
FDx Advisors
Illinois
$142K 10,415 – –
EWM
20
Edge Wealth Management
New York
$104K 7,600 – –
AG
21
Advisor Group
Arizona
$84K 6,165 – –
Wells Fargo
22
Wells Fargo
California
$48K 3,545 +1,999 +129%
Citigroup
23
Citigroup
New York
$20K 1,443 – –
FWM
24
Focused Wealth Management
New York
$14K 1,052 -1,644 -61%
HCM
25
Highlander Capital Management
New Jersey
$14K 1,031 – –
1
2