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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

29 hedge funds and large institutions have $17.7M invested in Invesco Trust for Investment Grade New York Municipals in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.27M
2
Bank of America
2
Bank of America
North Carolina
$2.58M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.12M
4
EP
4
Eudaimonia Partners
Tennessee
$66K
5
LWCFA
5
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.46M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
ICA
4
Infrastructure Capital Advisors
New York
$190K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$977K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.46M 328,181 -53,107 -14%
Bank of America
2
Bank of America
North Carolina
$2.58M 189,628 +15,043 +9%
CC
3
Claybrook Capital
Massachusetts
$2.37M 170,381 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.12M 155,868 +11,415 +8%
Invesco
5
Invesco
Georgia
$1.36M 100,095 +523 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$1.27M 93,406 +29,793 +47%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$977K 71,873 -14,773 -17%
LCM
8
Lucas Capital Management
New Jersey
$294K 21,627 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$280K 20,607 -2,011 -9%
UBS Group
10
UBS Group
Switzerland
$214K 15,768 -1,595 -9%
SIA
11
Sit Investment Associates
Minnesota
$211K 15,500 – –
EFS
12
Essex Financial Services
Connecticut
$208K 15,286 – –
MML Investors Services
13
MML Investors Services
Massachusetts
$196K 14,376 +1,334 +10%
ICA
14
Infrastructure Capital Advisors
New York
$190K 13,963 -24,400 -64%
RJA
15
Raymond James & Associates
Florida
$186K 13,659 +1,086 +9%
HKAM
16
Horizon Kinetics Asset Management
New York
$169K 12,414 -300 -2%
Creative Planning
17
Creative Planning
Kansas
$151K 11,093 – –
EWM
18
Edge Wealth Management
New York
$103K 7,600 – –
AG
19
Advisor Group
Arizona
$84K 6,165 – –
EP
20
Eudaimonia Partners
Tennessee
$66K 4,874 +4,874 New
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K 4,317 +4,317 New
Wells Fargo
22
Wells Fargo
California
$48K 3,545 – –
Citigroup
23
Citigroup
New York
$46K 3,402 – –
PA
24
Procyon Advisors
Connecticut
$20K 1,486 +1,486 New
FWM
25
Focused Wealth Management
New York
$15K 1,076 +12 +1%
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