Who Owns VTN?
Invesco Trust for Investment Grade New York Municipals — Institutional Ownership & 13F Holdings
$10.89
+0.07 (+0.65%)
Market Cap
$171.3M
Shares Outstanding
14,608,300
Institutional Holders
28
Total Inst. Value
$17.5M
% of Float Held
—
QoQ Holder Change
-1
Institutional data as of Q1 2025
New Positions
5
Closed Positions
8
Increased
5
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | $3.5M | 333,884 |
| 2 | ROBINSON CAPITAL MANAGEMENT, LLCNew | $2.9M | 280,983 |
| 3 | ROYAL BANK OF CANADA | $1.6M | 148,415 |
| 4 | Hennion & Walsh Asset Management, Inc. | $1.5M | 139,175 |
| 5 | ASHTON THOMAS SECURITIES, LLC | $1.2M | 111,700 |
| 6 | BANK OF AMERICA CORP /DE/ | $1.1M | 104,964 |
| 7 | MORGAN STANLEY | $939K | 90,048 |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $713K | 68,254 |
| 9 | North Ground Capital | $703K | 68,304 |
| 10 | STIFEL FINANCIAL CORP | $565K | 54,130 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLCNew | +281K | $2.9M |
| North Ground Capital | +17K | $703K |
| STIFEL FINANCIAL CORP | +9K | $565K |
| LPL Financial LLC | +17K | $371K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New | +24K | $255K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -389K | $211K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -196K | $713K |
| BANK OF AMERICA CORP /DE/ | -145K | $1.1M |
| MORGAN STANLEY | -44K | $939K |
| GUGGENHEIM CAPITAL LLC | -17K | $3.5M |
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Frequently Asked Questions
How many institutional investors hold VTN?
As of Q1 2025, 28 institutional investors report holding VTN (Invesco Trust for Investment Grade New York Municipals) in their 13F filings.
Which hedge fund owns the most VTN?
The largest institutional holder of VTN is GUGGENHEIM CAPITAL LLC with $3.5M in shares.
Are institutions buying or selling VTN?
This quarter, 5 institutions opened new positions in VTN and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.