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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

32 hedge funds and large institutions have $27.9M invested in Invesco Trust for Investment Grade New York Municipals in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATS
1
Ashton Thomas Securities
New York
$1.17M
2
RCM
2
Rivernorth Capital Management
Florida
$2.76M
3
CC
3
CF Capital
Massachusetts
$541K
4
AGM
4
Alpine Global Management
New York
$496K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$204K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.1M
2
SIA
2
Sit Investment Associates
Minnesota
$4.29M
3
RCM
3
Robinson Capital Management
Michigan
$1.03M
4
LSC
4
Logan Stone Capital
Illinois
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$4.29M 409,252 -1,522,408 -79%
GC
2
Guggenheim Capital
Illinois
$3.67M 350,865 +13,277 +4%
RCM
3
Rivernorth Capital Management
Florida
$2.76M 264,048 +62,301 +31%
Bank of America
4
Bank of America
North Carolina
$2.62M 250,348 +15,185 +6%
SCM
5
Saba Capital Management
New York
$2.1M 200,901 -2,556,757 -93%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.63M 155,450 -2,600 -2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.6M 153,293 +3,075 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.4M 133,741 -13,794 -9%
ATS
9
Ashton Thomas Securities
New York
$1.17M 111,700 +66,200 +145%
Lido Advisors
10
Lido Advisors
California
$1.05M 99,942 – –
RCM
11
Robinson Capital Management
Michigan
$1.03M 98,122 -144,719 -60%
CC
12
CF Capital
Massachusetts
$541K 51,707 +51,707 New
AGM
13
Alpine Global Management
New York
$496K 47,420 +47,420 New
Stifel Financial
14
Stifel Financial
Missouri
$478K 45,616 +7,418 +19%
UBS Group
15
UBS Group
Switzerland
$293K 27,940 +408 +1%
JPLA
16
Joseph P. Lucia & Associates
New York
$273K 26,064 +14,797 +131%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$253K 24,132 -17,401 -42%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$210K 20,010 – –
SRC
19
Shufro Rose & Co
New York
$209K 20,000 – –
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$204K 19,441 +19,441 New
LPL Financial
21
LPL Financial
California
$199K 19,050 +19,050 New
Osaic Holdings
22
Osaic Holdings
Arizona
$163K 15,534 +2,505 +19%
CSP
23
Cary Street Partners
Virginia
$153K 14,599 +14,599 New
WAM
24
Wolverine Asset Management
Illinois
$143K 13,618 +12,655 +1,314%
MML Investors Services
25
MML Investors Services
Massachusetts
$138K 13,193 – –
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