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Invesco Trust for Investment Grade New York Municipals
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Overview Fund Activity

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.

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$2.93M
2
LCM
2
Landscape Capital Management
New Jersey
$255K
3
OAM
3
Oppenheimer Asset Management
New York
$187K
4
LPL Financial
4
LPL Financial
California
$371K
5
CC
5
CF Capital
Massachusetts
$703K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$211K
2
SCM
2
Saba Capital Management
New York
$0
3
RCM
3
Rivernorth Capital Management
Florida
$713K
4
Bank of America
4
Bank of America
North Carolina
$1.1M
5
AGM
5
Alpine Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.49M 333,884 -16,981 -5%
RCM
2
Robinson Capital Management
Michigan
$2.93M 280,983 +182,861 +186%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.55M 148,415 -7,035 -5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.45M 139,175 -14,118 -9%
ATS
5
Ashton Thomas Securities
New York
$1.17M 111,700 – –
Bank of America
6
Bank of America
North Carolina
$1.1M 104,964 -145,384 -58%
Lido Advisors
7
Lido Advisors
California
$1.04M 99,942 – –
Morgan Stanley
8
Morgan Stanley
New York
$940K 90,048 -43,693 -33%
RCM
9
Rivernorth Capital Management
Florida
$713K 68,254 -195,794 -74%
CC
10
CF Capital
Massachusetts
$703K 68,304 +16,597 +32%
Stifel Financial
11
Stifel Financial
Missouri
$565K 54,130 +8,514 +19%
LPL Financial
12
LPL Financial
California
$371K 35,566 +16,516 +87%
LCM
13
Landscape Capital Management
New Jersey
$255K 24,381 +24,381 New
UBS Group
14
UBS Group
Switzerland
$252K 24,169 -3,771 -13%
SIA
15
Sit Investment Associates
Minnesota
$211K 20,212 -389,040 -95%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$209K 20,010 – –
SRC
17
Shufro Rose & Co
New York
$209K 20,000 – –
CSP
18
Cary Street Partners
Virginia
$205K 19,599 +5,000 +34%
OAM
19
Oppenheimer Asset Management
New York
$187K 17,874 +17,874 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$171K 16,368 +4,932 +43%
MML Investors Services
21
MML Investors Services
Massachusetts
$138K 13,193 – –
Wells Fargo
22
Wells Fargo
California
$119K 11,427 -1 -0%
PI
23
PFG Investments
New York
$112K 10,700 – –
Raymond James Financial
24
Raymond James Financial
Florida
$111K 10,616 -62 -0.6%
HKAM
25
Horizon Kinetics Asset Management
New York
$109K 10,414 – –
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