Invesco Trust for Investment Grade New York Municipals
VTN
25 hedge funds and large institutions have $17.7M 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, 7 increasing their positions, 11 reducing their positions, and 5 closing their positions.
2.48% more ownership
Funds ownership: 9.11% → 11.59% (+2.5%)
5% less capital invested
Capital invested by funds: $18.5M → $17.7M (-$841K)
11% less funds holding
Funds holding: 28 → 25 (-3)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$268K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$215K |
| 3 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
+$194K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$108K |
| 5 |
Morgan Stanley
New York
|
+$86.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$713K |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
-$187K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$158K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$145K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$138K |
VTN Hedge Fund Activity: Q2 2025 in Review
25 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q2 2025, worth a combined $17.7M — down 4.5% from $18.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VTN and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $268K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $713K sold.
- 25 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q2 2025, down from 28 in Q1 2025.
- Funds reported $17.7M of Invesco Trust for Investment Grade New York Municipals stock for Q2 2025, down 4.5% quarter-over-quarter.
- 2 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q2 2025 and 5 closed out, a net change of -3 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q2 2025 was Hennion & Walsh Asset Management, an estimated $268K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q2 2025 was Rivernorth Capital Management, an estimated $713K sold.
Based on aggregated 13F filings for Q2 2025.