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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

26 hedge funds and large institutions have $18.8M invested in Invesco Trust for Investment Grade New York Municipals in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$372K
2
GC
2
Guggenheim Capital
Illinois
$5.18M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.18M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$136K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.96M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$521K
2
LCM
2
Landscape Capital Management
New Jersey
$349K
3
FA
3
FDx Advisors
Illinois
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$177K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$307K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.18M 381,288 +18,891 +5%
Bank of America
2
Bank of America
North Carolina
$2.37M 174,585 +244 +0.1%
CC
3
Claybrook Capital
Massachusetts
$2.32M 170,381 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.96M 144,453 +4,670 +3%
Invesco
5
Invesco
Georgia
$1.35M 99,572 +3,007 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.18M 86,646 +11,070 +15%
Morgan Stanley
7
Morgan Stanley
New York
$865K 63,613 +2,514 +4%
ICA
8
Infrastructure Capital Advisors
New York
$521K 38,363 -43,339 -53%
WAM
9
Wolverine Asset Management
Illinois
$372K 27,422 +27,422 New
LCM
10
Landscape Capital Management
New Jersey
$349K 25,706 -15,313 -37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$307K 22,618 -1,933 -8%
LCM
12
Lucas Capital Management
New Jersey
$294K 21,627 – –
UBS Group
13
UBS Group
Switzerland
$236K 17,363 -1,628 -9%
SIA
14
Sit Investment Associates
Minnesota
$211K 15,500 – –
EFS
15
Essex Financial Services
Connecticut
$208K 15,286 – –
MML Investors Services
16
MML Investors Services
Massachusetts
$177K 13,042 -3,236 -20%
HKAM
17
Horizon Kinetics Asset Management
New York
$173K 12,714 – –
RJA
18
Raymond James & Associates
Florida
$171K 12,573 +1,242 +11%
Creative Planning
19
Creative Planning
Kansas
$151K 11,093 – –
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$136K 10,000 +10,000 New
EWM
21
Edge Wealth Management
New York
$103K 7,600 – –
AG
22
Advisor Group
Arizona
$84K 6,165 – –
Wells Fargo
23
Wells Fargo
California
$48K 3,545 – –
Citigroup
24
Citigroup
New York
$46K 3,402 +1,959 +136%
HCM
25
Highlander Capital Management
New Jersey
$14K 1,031 – –
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