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Invesco Trust for Investment Grade New York Municipals

25 hedge funds and large institutions have $16.3M invested in Invesco Trust for Investment Grade New York Municipals in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.44% less ownership

Funds ownership: 11.59%10.15% (-1.4%)

8% less capital invested

Capital invested by funds: $17.7M → $16.3M (-$1.35M)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change

VTN Hedge Fund Activity: Q3 2025 in Review

25 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q3 2025, worth a combined $16.3M — down 7.6% from $17.7M a quarter earlier.

Fund positioning in VTN was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $914K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $2.86M sold.

  • 25 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $16.3M of Invesco Trust for Investment Grade New York Municipals stock for Q3 2025, down 7.6% quarter-over-quarter.
  • 5 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Trust for Investment Grade New York Municipals buyer in Q3 2025 was Hennion & Walsh Asset Management, an estimated $914K added.
  • The largest Invesco Trust for Investment Grade New York Municipals seller in Q3 2025 was Robinson Capital Management, an estimated $2.86M sold.

Based on aggregated 13F filings for Q3 2025.