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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 $35.3M invested in Invesco Trust for Investment Grade New York Municipals in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$12.5M
2
LSC
2
Logan Stone Capital
Illinois
$580K
3
IA
3
IFP Advisors
Florida
$301K
4
Bank of America
4
Bank of America
North Carolina
$1.92M
5
WAM
5
Wolverine Asset Management
Illinois
$103K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$529K
2
SMH
2
Sanders Morris Harris
Texas
$0
3
RCM
3
Robinson Capital Management
Michigan
$1.89M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$403K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$12.5M 1,307,125 +151,060 +13%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.19M 438,660 +4,286 +1%
GC
3
Guggenheim Capital
Illinois
$3.37M 352,970 +1,964 +0.6%
Bank of America
4
Bank of America
North Carolina
$1.92M 200,478 +17,671 +10%
RCM
5
Robinson Capital Management
Michigan
$1.89M 195,607 -21,250 -10%
CC
6
Claybrook Capital
Massachusetts
$1.63M 170,381 – –
TIM
7
Tortoise Investment Management
New York
$1.37M 143,688 -3,000 -2%
Morgan Stanley
8
Morgan Stanley
New York
$934K 97,711 -6,988 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$832K 86,986 +1,019 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$699K 73,070 +1,119 +2%
BA
11
Bridgewater Advisors
New York
$585K 61,216 +3,496 +6%
LSC
12
Logan Stone Capital
Illinois
$580K 60,651 +47,581 +364%
SIA
13
Sit Investment Associates
Minnesota
$540K 56,473 – –
DWM
14
Dakota Wealth Management
Florida
$536K 56,114 +4,200 +8%
RCM
15
Rivernorth Capital Management
Florida
$529K 55,381 -98,400 -64%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$403K 42,203 -9,453 -18%
MC
17
Matisse Capital
Oregon
$342K 35,794 – –
IA
18
IFP Advisors
Florida
$301K 23,260 +23,260 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$300K 31,405 – –
UBS Group
20
UBS Group
Switzerland
$242K 25,275 +194 +0.8%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$199K 20,818 – –
Stifel Financial
22
Stifel Financial
Missouri
$179K 18,712 +6,927 +59%
SRC
23
Shufro Rose & Co
New York
$177K 18,500 – –
AA
24
AQR Arbitrage
Connecticut
$156K 16,274 +5,277 +48%
MML Investors Services
25
MML Investors Services
Massachusetts
$144K 15,114 -949 -6%
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