Invesco Trust for Investment Grade New York Municipals
VTN- Exchange
- NYSE
- SEC CIK
- 0000883265
No open-market purchases or sales by Invesco Trust for Investment Grade New York Municipals insiders were filed in the last 90 days; 24 institutions reported holding it in 13F filings for Q2 2026, worth $23.1M in total; no superinvestor holds it.
Q1 2025 vs. Q4 2024
How the institutions holding Invesco Trust for Investment Grade New York Municipals changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 32 | 28 | −4 |
| Shares | 2.63M | 1.77M | −856.4K (−32.6%) |
| Value | $27.5M | $18.5M | −$9.03M (−32.8%) |
New holders (4)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 24,381 | $254.5K | 0.02% |
| Oppenheimer Asset Management Inc. | 17,874 | $186.6K | 0.00% |
| Citadel Advisors LLC | 10,152 | $106.0K | 0.00% |
| Elequin Capital LP | 69 | $720 | 0.00% |
Sold out (8)
Institutions that held Invesco Trust for Investment Grade New York Municipals at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Saba Capital Management, L.P. | 200,901 | $2.10M |
| Joseph P. Lucia & Associates, LLC | 26,064 | $272.9K |
| Thomas J. Herzfeld Advisors, Inc. | 24,132 | $252.7K |
| Balyasny Asset Management LLC | 19,441 | $203.5K |
| Wolverine Asset Management LLC | 13,618 | $142.6K |
| Marex Group plc | 13,200 | $138.2K |
| Canandaigua National Bank & Trust Co | 13,000 | $136.1K |
| Walleye Capital LLC | 10,956 | $114.7K |