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Invesco Trust for Investment Grade New York Municipals

25 hedge funds and large institutions have $17.8M invested in Invesco Trust for Investment Grade New York Municipals in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.71M +$220K +21,089 +6%
RCM
2
Robinson Capital Management
Michigan
$2.86M -$75.4K -7,220 -3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.73M +$275K +26,310 +19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.46M -$94K -9,000 -6%
ATS
5
Ashton Thomas Securities
New York
$1.36M +$198K +19,000 +17%
Bank of America
6
Bank of America
North Carolina
$1.17M +$75K +7,184 +7%
Lido Advisors
7
Lido Advisors
California
$1.04M
Morgan Stanley
8
Morgan Stanley
New York
$1.03M +$88.7K +8,493 +9%
CC
9
CF Capital
Massachusetts
$640K -$71.1K -6,831 -10%
Stifel Financial
10
Stifel Financial
Missouri
$557K -$8.31K -796 -1%
LPL Financial
11
LPL Financial
California
$371K
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$209K
SRC
13
Shufro Rose & Co
New York
$209K
CSP
14
Cary Street Partners
Virginia
$205K
UBS Group
15
UBS Group
Switzerland
$182K -$70K -6,706 -28%
Osaic Holdings
16
Osaic Holdings
Arizona
$163K +$64.4K +6,152 +66%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$156K -$14.8K -1,419 -9%
Wells Fargo
18
Wells Fargo
California
$129K +$9.81K +940 +8%
HKAM
19
Horizon Kinetics Asset Management
New York
$128K +$19.4K +1,860 +18%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$110K +$110K +10,564 New
PI
21
PFG Investments
New York
$108K -$4.18K -400 -4%
LCM
22
Landscape Capital Management
New Jersey
$106K -$148K -14,217 -58%
Raymond James Financial
23
Raymond James Financial
Florida
$79.1K -$31.8K -3,043 -29%
SIA
24
Sit Investment Associates
Minnesota
$49K -$162K -15,523 -77%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$13.1K +$13.1K +1,259 New