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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

37 hedge funds and large institutions have $47.2M invested in Invesco Trust for Investment Grade New York Municipals in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.49M
2
GC
2
Guggenheim Capital
Illinois
$4.15M
3
WP
3
Woodline Partners
California
$911K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.22M
5
SCM
5
Saba Capital Management
New York
$1.71M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.85M
2
TIM
2
Tortoise Investment Management
New York
$455K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$337K
4
KIM
4
Karpus Investment Management
New York
$13.6M
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$13.6M 1,303,389 -36,286 -3%
GC
2
Guggenheim Capital
Illinois
$4.15M 396,805 +65,904 +20%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.85M 367,649 -96,207 -21%
SIA
4
Sit Investment Associates
Minnesota
$3.49M 333,724 +138,576 +71%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.11M 297,640 -14,401 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.22M 212,250 +20,300 +11%
RCM
7
Robinson Capital Management
Michigan
$2M 195,607 – –
LSC
8
Logan Stone Capital
Illinois
$1.95M 186,140 +6,986 +4%
CC
9
Claybrook Capital
Massachusetts
$1.78M 170,381 – –
SCM
10
Saba Capital Management
New York
$1.71M 163,211 +19,423 +14%
Bank of America
11
Bank of America
North Carolina
$1.68M 160,460 +4,628 +3%
Morgan Stanley
12
Morgan Stanley
New York
$1.47M 140,577 -3,975 -3%
WP
13
Woodline Partners
California
$911K 87,139 +35,829 +70%
BA
14
Bridgewater Advisors
New York
$602K 57,561 – –
DWM
15
Dakota Wealth Management
Florida
$571K 54,614 +11,254 +26%
TIM
16
Tortoise Investment Management
New York
$455K 43,540 -49,169 -53%
AA
17
AQR Arbitrage
Connecticut
$451K 43,149 +10,376 +32%
UBS Group
18
UBS Group
Switzerland
$425K 40,640 -25 -0.1%
MC
19
Matisse Capital
Oregon
$374K 35,794 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$337K 32,195 -39,035 -55%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$328K 31,405 – –
Stifel Financial
22
Stifel Financial
Missouri
$247K 23,610 +143 +0.6%
SRC
23
Shufro Rose & Co
New York
$246K 23,500 – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$236K 19,810 -1,301 -6%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$218K 20,818 – –
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