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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

36 hedge funds and large institutions have $76.9M invested in Invesco Trust for Investment Grade New York Municipals in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$17.3M
2
SCM
2
Saba Capital Management
New York
$29.6M
3
SMH
3
Sanders Morris Harris
Texas
$419K
4
WA
4
Whitebox Advisors
Minnesota
$393K
5
FPCP
5
Fort Point Capital Partners
California
$767K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$2.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.35M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.38M
4
Lido Advisors
4
Lido Advisors
California
$1.43M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$29.6M 2,757,652 +107,910 +4%
SIA
2
Sit Investment Associates
Minnesota
$17.3M 1,613,361 +594,000 +58%
GC
3
Guggenheim Capital
Illinois
$4.34M 404,063 +908 +0.2%
RCM
4
Robinson Capital Management
Michigan
$4.01M 383,936 – –
LSC
5
Logan Stone Capital
Illinois
$2.55M 237,289 -139,867 -37%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.38M 221,118 -59,747 -21%
Bank of America
7
Bank of America
North Carolina
$2.11M 195,966 +18,517 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.77M 164,750 +14,950 +10%
AC
9
Almitas Capital
California
$1.66M 154,579 +1,600 +1%
Lido Advisors
10
Lido Advisors
California
$1.43M 132,842 -37,539 -22%
AA
11
AQR Arbitrage
Connecticut
$1.41M 131,120 -27,230 -17%
Morgan Stanley
12
Morgan Stanley
New York
$1.35M 125,768 -131,784 -51%
RCM
13
Rivernorth Capital Management
Florida
$1.06M 98,892 -14,718 -13%
FPCP
14
Fort Point Capital Partners
California
$767K 71,318 +25,775 +57%
KIM
15
Karpus Investment Management
New York
$738K 68,675 -1,625 -2%
BA
16
Bridgewater Advisors
New York
$619K 57,561 – –
SMH
17
Sanders Morris Harris
Texas
$419K 39,004 +39,004 New
Stifel Financial
18
Stifel Financial
Missouri
$396K 36,872 +1,134 +3%
WA
19
Whitebox Advisors
Minnesota
$393K 36,588 +36,588 New
UBS Group
20
UBS Group
Switzerland
$386K 35,913 +1,090 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$340K 31,619 +2,812 +10%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$246K 22,867 +7,157 +46%
Osaic Holdings
23
Osaic Holdings
Arizona
$233K 21,635 -7,574 -26%
LCM
24
Landscape Capital Management
New Jersey
$225K 20,937 -22,302 -52%
SRC
25
Shufro Rose & Co
New York
$215K 20,000 -3,500 -15%
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