Invesco Trust for Investment Grade New York Municipals
VTN
34 hedge funds and large institutions have $42.3M invested in Invesco Trust for Investment Grade New York Municipals in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.56% less ownership
Funds ownership: 16.74% → 16.18% (-0.56%)
45% less capital inflows, than outflows
Capital inflows: $1.8M | Capital outflows: $3.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$761K |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$553K |
| 3 |
Shufro Rose & Co
New York
|
+$182K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$124K |
| 5 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$87.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
-$1.13M |
| 2 |
Tortoise Investment Management
White Plains,
New York
|
-$798K |
| 3 |
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$504K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$260K |
| 5 |
Ackerman Capital Advisors
Dallas,
Texas
|
-$241K |
VTN Hedge Fund Activity: Q4 2021 in Review
34 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q4 2021, worth a combined $42.3M — down 3.9% from $44M a quarter earlier.
Fund positioning in VTN was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $761K. The largest seller was Karpus Investment Management, cutting an estimated $1.13M.
- 34 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $42.3M of Invesco Trust for Investment Grade New York Municipals stock for Q4 2021, down 3.9% quarter-over-quarter.
- 2 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $761K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q4 2021 was Karpus Investment Management, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2021.