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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

33 hedge funds and large institutions have $42.1M invested in Invesco Trust for Investment Grade New York Municipals in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.57M
2
KIM
2
Karpus Investment Management
New York
$12.4M
3
BA
3
Bridgewater Advisors
New York
$750K
4
SCM
4
Saba Capital Management
New York
$3.22M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$273K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$2.54M
2
ACA
2
Ackerman Capital Advisors
Texas
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AA
4
AQR Arbitrage
Connecticut
$150K
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$12.4M 946,408 +137,299 +17%
GC
2
Guggenheim Capital
Illinois
$4.48M 341,711 +6,724 +2%
TIM
3
Tortoise Investment Management
New York
$3.5M 267,054 -9,500 -3%
SCM
4
Saba Capital Management
New York
$3.22M 245,417 +23,246 +10%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.57M 196,368 +196,368 New
RCM
6
Robinson Capital Management
Michigan
$2.54M 193,703 -67,910 -26%
CC
7
Claybrook Capital
Massachusetts
$2.23M 170,381 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.53M 116,481 -6,378 -5%
Morgan Stanley
9
Morgan Stanley
New York
$1.48M 112,571 +4,606 +4%
Bank of America
10
Bank of America
North Carolina
$1.35M 102,651 +13,218 +15%
Invesco
11
Invesco
Georgia
$1.02M 77,523 -9,190 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$920K 70,203 +8,230 +13%
BA
13
Bridgewater Advisors
New York
$750K 56,390 +56,390 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$552K 42,103 – –
DWM
15
Dakota Wealth Management
Florida
$439K 33,509 +8,000 +31%
SMH
16
Sanders Morris Harris
Texas
$379K 29,000 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$370K 28,275 +6,250 +28%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$273K 20,818 -809 -4%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$273K 20,802 +20,802 New
RJA
20
Raymond James & Associates
Florida
$264K 20,101 +3,824 +23%
MML Investors Services
21
MML Investors Services
Massachusetts
$240K 18,309 +1,773 +11%
SIA
22
Sit Investment Associates
Minnesota
$203K 15,500 – –
MC
23
Matisse Capital
Oregon
$187K 14,300 – –
UBS Group
24
UBS Group
Switzerland
$166K 12,622 +3,192 +34%
AA
25
AQR Arbitrage
Connecticut
$150K 11,477 -16,105 -58%
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