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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

33 hedge funds and large institutions have $82.1M invested in Invesco Trust for Investment Grade New York Municipals in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$22M
2
WA
2
Whitebox Advisors
Minnesota
$1.35M
3
ATS
3
Ashton Thomas Securities
New York
$725K
4
RCM
4
Rivernorth Capital Management
Florida
$1.83M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$452K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$3.09M
2
LSC
2
Logan Stone Capital
Illinois
$1.46M
3
KIM
3
Karpus Investment Management
New York
$0
4
AC
4
Almitas Capital
California
$1.09M
5
BA
5
Bridgewater Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$31M 2,757,658 +6 +0%
SIA
2
Sit Investment Associates
Minnesota
$22M 1,954,256 +340,895 +21%
GC
3
Guggenheim Capital
Illinois
$4.63M 411,517 +7,454 +2%
RCM
4
Robinson Capital Management
Michigan
$3.09M 275,205 -108,731 -28%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.56M 227,802 +6,684 +3%
Bank of America
6
Bank of America
North Carolina
$2.39M 212,693 +16,727 +9%
RCM
7
Rivernorth Capital Management
Florida
$1.83M 162,746 +63,854 +65%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.8M 160,250 -4,500 -3%
LSC
9
Logan Stone Capital
Illinois
$1.46M 129,794 -107,495 -45%
Morgan Stanley
10
Morgan Stanley
New York
$1.39M 123,418 -2,350 -2%
WA
11
Whitebox Advisors
Minnesota
$1.35M 120,354 +83,766 +229%
Lido Advisors
12
Lido Advisors
California
$1.14M 101,042 -31,800 -24%
AA
13
AQR Arbitrage
Connecticut
$1.11M 98,965 -32,155 -25%
AC
14
Almitas Capital
California
$1.09M 96,688 -57,891 -37%
FPCP
15
Fort Point Capital Partners
California
$860K 76,477 +5,159 +7%
ATS
16
Ashton Thomas Securities
New York
$725K 45,500 +45,500 New
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$452K 40,249 +17,382 +76%
SMH
18
Sanders Morris Harris
Texas
$438K 39,004 – –
Stifel Financial
19
Stifel Financial
Missouri
$424K 37,725 +853 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$356K 31,694 +75 +0.2%
UBS Group
21
UBS Group
Switzerland
$314K 27,926 -7,987 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$232K 20,664 -971 -4%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$225K 20,010 – –
SRC
24
Shufro Rose & Co
New York
$225K 20,000 – –
CICC
25
Capital Investment Counsel (Colorado)
Colorado
$180K 16,000 +16,000 New
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