Invesco Trust for Investment Grade New York Municipals
VTN
28 hedge funds and large institutions have $18.5M invested in Invesco Trust for Investment Grade New York Municipals in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 8 closing their positions.
4.4% less ownership
Funds ownership: 13.5% → 9.11% (-4.4%)
13% less funds holding
Funds holding: 32 → 28 (-4)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
75% less capital inflows, than outflows
Capital inflows: $3.02M | Capital outflows: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.92M |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
+$256K |
| 3 |
Oppenheimer Asset Management
New York
|
+$188K |
| 4 |
CC
CF Capital
Cohasset,
Massachusetts
|
+$175K |
| 5 |
LPL Financial
San Diego,
California
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.09M |
| 2 |
Saba Capital Management
New York
|
-$2.1M |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.53M |
| 5 |
Morgan Stanley
New York
|
-$460K |
VTN Hedge Fund Activity: Q1 2025 in Review
28 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q1 2025, worth a combined $18.5M — down 33% from $27.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of VTN and 4 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Robinson Capital Management, adding an estimated $1.92M. The largest seller was Sit Investment Associates, cutting an estimated $4.09M.
- 28 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q1 2025, down from 32 in Q4 2024.
- Funds reported $18.5M of Invesco Trust for Investment Grade New York Municipals stock for Q1 2025, down 33% quarter-over-quarter.
- 4 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q1 2025 and 8 closed out, a net change of -4 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q1 2025 was Robinson Capital Management, an estimated $1.92M added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q1 2025 was Sit Investment Associates, an estimated $4.09M sold.
Based on aggregated 13F filings for Q1 2025.