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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 $51.7M invested in Invesco Trust for Investment Grade New York Municipals in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% 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
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$11.9M
2
SIA
2
Sit Investment Associates
Minnesota
$3.75M
3
AA
3
AQR Arbitrage
Connecticut
$1.25M
4
GC
4
Guggenheim Capital
Illinois
$3.85M
5
LSC
5
Logan Stone Capital
Illinois
$2.67M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WP
2
Woodline Partners
California
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.48M
4
KIM
4
Karpus Investment Management
New York
$10.4M
5
TIM
5
Tortoise Investment Management
New York
$24.3K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$11.9M 1,304,789 +718,176 +122%
KIM
2
Karpus Investment Management
New York
$10.4M 1,146,531 -67,059 -6%
GC
3
Guggenheim Capital
Illinois
$3.85M 422,507 +49,575 +13%
SIA
4
Sit Investment Associates
Minnesota
$3.75M 411,783 +80,771 +24%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.18M 349,204 +8,209 +2%
LSC
6
Logan Stone Capital
Illinois
$2.67M 292,783 +43,713 +18%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.48M 272,485 -106,581 -28%
RCM
8
Robinson Capital Management
Michigan
$1.89M 208,936 +13,329 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.71M 187,450 -24,300 -11%
CC
10
Claybrook Capital
Massachusetts
$1.55M 170,381 – –
Bank of America
11
Bank of America
North Carolina
$1.55M 169,646 +16,370 +11%
AA
12
AQR Arbitrage
Connecticut
$1.25M 136,986 +64,847 +90%
Morgan Stanley
13
Morgan Stanley
New York
$1.22M 134,301 -17,807 -12%
BA
14
Bridgewater Advisors
New York
$524K 57,561 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$420K 46,153 +15,346 +50%
UBS Group
16
UBS Group
Switzerland
$371K 40,777 +137 +0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$330K 36,204 +4,000 +12%
MC
18
Matisse Capital
Oregon
$326K 35,794 – –
DWM
19
Dakota Wealth Management
Florida
$288K 31,644 – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$286K 31,405 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$249K 21,811 +1,209 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$236K 25,914 +25,914 New
SRC
23
Shufro Rose & Co
New York
$214K 23,500 – –
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$182K 20,010 – –
Stifel Financial
25
Stifel Financial
Missouri
$167K 18,336 -2,570 -12%
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