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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

38 hedge funds and large institutions have $45.5M invested in Invesco Trust for Investment Grade New York Municipals in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.15M
2
SCM
2
Saba Capital Management
New York
$1.45M
3
SIA
3
Sit Investment Associates
Minnesota
$1.97M
4
LSC
4
Logan Stone Capital
Illinois
$1.81M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.94M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
TIM
2
Tortoise Investment Management
New York
$936K
3
Bank of America
3
Bank of America
North Carolina
$1.57M
4
GC
4
Guggenheim Capital
Illinois
$3.34M
5
DWM
5
Dakota Wealth Management
Florida
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$13.5M 1,339,675 +32,550 +2%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.69M 463,856 +25,196 +6%
GC
3
Guggenheim Capital
Illinois
$3.34M 330,901 -22,069 -6%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.15M 312,041 +312,041 New
RCM
5
Robinson Capital Management
Michigan
$1.99M 195,607 – –
SIA
6
Sit Investment Associates
Minnesota
$1.97M 195,148 +138,675 +246%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.94M 191,950 +104,964 +121%
LSC
8
Logan Stone Capital
Illinois
$1.81M 179,154 +118,503 +195%
CC
9
Claybrook Capital
Massachusetts
$1.72M 170,381 – –
Bank of America
10
Bank of America
North Carolina
$1.57M 155,832 -44,646 -22%
Morgan Stanley
11
Morgan Stanley
New York
$1.46M 144,552 +46,841 +48%
SCM
12
Saba Capital Management
New York
$1.45M 143,788 +143,788 New
TIM
13
Tortoise Investment Management
New York
$936K 92,709 -50,979 -35%
Osaic Holdings
14
Osaic Holdings
Arizona
$720K 71,230 -1,840 -3%
BA
15
Bridgewater Advisors
New York
$581K 57,561 -3,655 -6%
WP
16
Woodline Partners
California
$518K 51,310 +51,310 New
DWM
17
Dakota Wealth Management
Florida
$438K 43,360 -12,754 -23%
UBS Group
18
UBS Group
Switzerland
$411K 40,665 +15,390 +61%
MC
19
Matisse Capital
Oregon
$362K 35,794 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$340K 33,716 -8,487 -20%
AA
21
AQR Arbitrage
Connecticut
$331K 32,773 +16,499 +101%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$317K 31,405 – –
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$244K 21,111 +21,111 New
SRC
24
Shufro Rose & Co
New York
$237K 23,500 +5,000 +27%
Stifel Financial
25
Stifel Financial
Missouri
$237K 23,467 +4,755 +25%
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