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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 $52.2M invested in Invesco Trust for Investment Grade New York Municipals in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$6M
2
RCM
2
Rivernorth Capital Management
Florida
$1.37M
3
LSC
3
Logan Stone Capital
Illinois
$2.55M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.48M
5
AA
5
AQR Arbitrage
Connecticut
$737K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$12.4M
2
GC
2
Guggenheim Capital
Illinois
$3.81M
3
DWM
3
Dakota Wealth Management
Florida
$323K
4
TIM
4
Tortoise Investment Management
New York
$300K
5
Wells Fargo
5
Wells Fargo
California
$96.6K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$12.4M 1,213,590 -89,799 -7%
SCM
2
Saba Capital Management
New York
$6M 586,613 +423,402 +259%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.87M 379,066 +11,417 +3%
GC
4
Guggenheim Capital
Illinois
$3.81M 372,932 -23,873 -6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.48M 340,995 +43,355 +15%
SIA
6
Sit Investment Associates
Minnesota
$3.38M 331,012 -2,712 -0.8%
LSC
7
Logan Stone Capital
Illinois
$2.55M 249,070 +62,930 +34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.16M 211,750 -500 -0.2%
RCM
9
Robinson Capital Management
Michigan
$2.01M 195,607 – –
CC
10
Claybrook Capital
Massachusetts
$1.74M 170,381 – –
Bank of America
11
Bank of America
North Carolina
$1.57M 153,276 -7,184 -4%
Morgan Stanley
12
Morgan Stanley
New York
$1.55M 152,108 +11,531 +8%
RCM
13
Rivernorth Capital Management
Florida
$1.37M 134,183 +134,183 New
WP
14
Woodline Partners
California
$1.06M 104,143 +17,004 +20%
AA
15
AQR Arbitrage
Connecticut
$737K 72,139 +28,990 +67%
BA
16
Bridgewater Advisors
New York
$588K 57,561 – –
UBS Group
17
UBS Group
Switzerland
$415K 40,640 – –
MC
18
Matisse Capital
Oregon
$366K 35,794 – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$329K 32,204 -562 -2%
DWM
20
Dakota Wealth Management
Florida
$323K 31,644 -22,970 -42%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$321K 31,405 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$315K 30,807 -1,388 -4%
TIM
23
Tortoise Investment Management
New York
$300K 29,340 -14,200 -33%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$248K 20,602 +792 +4%
SRC
25
Shufro Rose & Co
New York
$240K 23,500 – –
1
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