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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 $44M invested in Invesco Trust for Investment Grade New York Municipals in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Claybrook Capital
Massachusetts
$2.3M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.87M
3
GC
3
Guggenheim Capital
Illinois
$5.26M
4
ACA
4
Ackerman Capital Advisors
Texas
$241K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$180K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
KIM
2
Karpus Investment Management
New York
$14.6M
3
TIM
3
Tortoise Investment Management
New York
$2.95M
4
SMH
4
Sanders Morris Harris
Texas
$0
5
EFS
5
Essex Financial Services
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$14.6M 1,079,395 -48,054 -4%
GC
2
Guggenheim Capital
Illinois
$5.26M 389,531 +29,132 +8%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.87M 286,979 +31,575 +12%
TIM
4
Tortoise Investment Management
New York
$2.95M 218,398 -40,621 -16%
RCM
5
Robinson Capital Management
Michigan
$2.62M 193,703 – –
CC
6
Claybrook Capital
Massachusetts
$2.3M 170,381 +170,381 New
Morgan Stanley
7
Morgan Stanley
New York
$1.99M 147,542 +3,680 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.82M 135,138 +6,847 +5%
Bank of America
9
Bank of America
North Carolina
$1.36M 100,509 -2,277 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$934K 69,168 +114 +0.2%
RCM
11
Rivernorth Capital Management
Florida
$930K 68,865 +3,579 +5%
BA
12
Bridgewater Advisors
New York
$811K 60,045 +3,655 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$568K 42,103 – –
Invesco
14
Invesco
Georgia
$566K 41,932 -11,198 -21%
DWM
15
Dakota Wealth Management
Florida
$453K 33,509 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$430K 31,866 +941 +3%
RJA
17
Raymond James & Associates
Florida
$285K 21,101 – –
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$281K 20,818 – –
MML Investors Services
19
MML Investors Services
Massachusetts
$249K 18,418 +27 +0.1%
ACA
20
Ackerman Capital Advisors
Texas
$241K 17,841 +17,841 New
SIA
21
Sit Investment Associates
Minnesota
$209K 15,500 – –
MC
22
Matisse Capital
Oregon
$193K 14,300 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$180K 13,364 +13,364 New
Creative Planning
24
Creative Planning
Kansas
$150K 11,093 – –
Cohen & Steers
25
Cohen & Steers
New York
$142K 10,500 +10,500 New
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