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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 $71M invested in Invesco Trust for Investment Grade New York Municipals in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$27.6M
2
SIA
2
Sit Investment Associates
Minnesota
$10.6M
3
RCM
3
Robinson Capital Management
Michigan
$3.99M
4
Lido Advisors
4
Lido Advisors
California
$1.77M
5
AC
5
Almitas Capital
California
$1.59M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$732K
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
DWM
4
Dakota Wealth Management
Florida
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$27.6M 2,649,742 +1,344,953 +103%
SIA
2
Sit Investment Associates
Minnesota
$10.6M 1,019,361 +607,578 +148%
GC
3
Guggenheim Capital
Illinois
$4.2M 403,155 -19,352 -5%
RCM
4
Robinson Capital Management
Michigan
$3.99M 383,936 +175,000 +84%
LSC
5
Logan Stone Capital
Illinois
$3.93M 377,156 +84,373 +29%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.92M 280,865 +8,380 +3%
Morgan Stanley
7
Morgan Stanley
New York
$2.68M 257,552 +123,251 +92%
Bank of America
8
Bank of America
North Carolina
$1.85M 177,449 +7,803 +5%
Lido Advisors
9
Lido Advisors
California
$1.77M 170,381 +170,381 New
AA
10
AQR Arbitrage
Connecticut
$1.65M 158,350 +21,364 +16%
AC
11
Almitas Capital
California
$1.59M 152,979 +152,979 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.56M 149,800 -37,650 -20%
RCM
13
Rivernorth Capital Management
Florida
$1.18M 113,610 +113,610 New
KIM
14
Karpus Investment Management
New York
$732K 70,300 -1,076,231 -94%
BA
15
Bridgewater Advisors
New York
$599K 57,561 – –
FPCP
16
Fort Point Capital Partners
California
$474K 45,543 +27,826 +157%
LCM
17
Landscape Capital Management
New Jersey
$450K 43,239 +43,239 New
MC
18
Matisse Capital
Oregon
$373K 35,794 – –
Stifel Financial
19
Stifel Financial
Missouri
$372K 35,738 +17,402 +95%
UBS Group
20
UBS Group
Switzerland
$363K 34,823 -5,954 -15%
Osaic Holdings
21
Osaic Holdings
Arizona
$304K 29,209 -16,944 -37%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$300K 28,807 -7,397 -20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$260K 24,957 -957 -4%
SRC
24
Shufro Rose & Co
New York
$214K 23,500 – –
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$208K 20,010 – –
1
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