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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

35 hedge funds and large institutions have $26.8M invested in Invesco Trust for Investment Grade New York Municipals in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$2.5M
2
KIM
2
Karpus Investment Management
New York
$6.51M
3
ACA
3
Ackerman Capital Advisors
Texas
$947K
4
WAM
4
Wolverine Asset Management
Illinois
$734K
5
CRC
5
Curi RMB Capital
Illinois
$509K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$185K
2
Bank of America
2
Bank of America
North Carolina
$1.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.24M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
EWM
5
Edge Wealth Management
New York
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$6.51M 534,649 +152,359 +40%
GC
2
Guggenheim Capital
Illinois
$3.94M 323,547 +13,248 +4%
RCM
3
Robinson Capital Management
Michigan
$2.5M 205,871 +177,871 +635%
CC
4
Claybrook Capital
Massachusetts
$2.08M 170,381 – –
Morgan Stanley
5
Morgan Stanley
New York
$1.49M 122,169 +15,203 +14%
Bank of America
6
Bank of America
North Carolina
$1.48M 121,312 -45,256 -27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.24M 101,877 -38,574 -27%
Invesco
8
Invesco
Georgia
$1.12M 91,893 -2,920 -3%
ACA
9
Ackerman Capital Advisors
Texas
$947K 77,749 +77,749 New
Osaic Holdings
10
Osaic Holdings
Arizona
$850K 69,786 +154 +0.2%
WAM
11
Wolverine Asset Management
Illinois
$734K 60,316 +51,583 +591%
AA
12
AQR Arbitrage
Connecticut
$551K 45,242 +13,510 +43%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$513K 42,103 – –
CRC
14
Curi RMB Capital
Illinois
$509K 41,771 +30,824 +282%
LCM
15
Lucas Capital Management
New Jersey
$263K 21,627 – –
MML Investors Services
16
MML Investors Services
Massachusetts
$223K 18,318 +1,955 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$220K 18,096 -1,536 -8%
LCM
18
Landscape Capital Management
New Jersey
$219K 17,962 -615 -3%
RJA
19
Raymond James & Associates
Florida
$198K 16,277 +3,874 +31%
SIA
20
Sit Investment Associates
Minnesota
$189K 15,500 – –
EFS
21
Essex Financial Services
Connecticut
$186K 15,286 – –
UBS Group
22
UBS Group
Switzerland
$185K 15,163 -47,800 -76%
Creative Planning
23
Creative Planning
Kansas
$135K 11,093 – –
HKAM
24
Horizon Kinetics Asset Management
New York
$127K 10,414 – –
Wells Fargo
25
Wells Fargo
California
$88K 7,233 +4,014 +125%
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