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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

34 hedge funds and large institutions have $45M invested in Invesco Trust for Investment Grade New York Municipals in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$15.7M
2
RCM
2
Rivernorth Capital Management
Florida
$907K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$2M
5
GC
5
Guggenheim Capital
Illinois
$5.01M

Top Sellers

1
CC
1
Claybrook Capital
Massachusetts
$0
2
SCM
2
Saba Capital Management
New York
$1.42M
3
Invesco
3
Invesco
Georgia
$738K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$108K
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$15.7M 1,127,449 +181,041 +19%
GC
2
Guggenheim Capital
Illinois
$5.01M 360,399 +18,688 +5%
TIM
3
Tortoise Investment Management
New York
$3.6M 259,019 -8,035 -3%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.55M 255,404 +59,036 +30%
RCM
5
Robinson Capital Management
Michigan
$2.71M 193,703 – –
Morgan Stanley
6
Morgan Stanley
New York
$2M 143,862 +31,291 +28%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.78M 128,291 +11,810 +10%
Bank of America
8
Bank of America
North Carolina
$1.43M 102,786 +135 +0.1%
SCM
9
Saba Capital Management
New York
$1.42M 102,484 -142,933 -58%
Osaic Holdings
10
Osaic Holdings
Arizona
$959K 69,054 -1,149 -2%
RCM
11
Rivernorth Capital Management
Florida
$907K 65,286 +65,286 New
BA
12
Bridgewater Advisors
New York
$783K 56,390 – –
Invesco
13
Invesco
Georgia
$738K 53,130 -24,393 -31%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$585K 42,103 – –
DWM
15
Dakota Wealth Management
Florida
$466K 33,509 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$429K 30,925 +2,650 +9%
SMH
17
Sanders Morris Harris
Texas
$402K 29,000 – –
RJA
18
Raymond James & Associates
Florida
$293K 21,101 +1,000 +5%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$289K 20,818 – –
Wells Fargo
20
Wells Fargo
California
$260K 18,716 +11,688 +166%
MML Investors Services
21
MML Investors Services
Massachusetts
$255K 18,391 +82 +0.4%
SIA
22
Sit Investment Associates
Minnesota
$215K 15,500 – –
MC
23
Matisse Capital
Oregon
$199K 14,300 – –
EFS
24
Essex Financial Services
Connecticut
$194K 13,986 +13,986 New
WFA
25
Wellspring Financial Advisors
Ohio
$183K 13,163 +13,163 New
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