Institutional Ownership
Invesco Tr Invt Grade New Yo
CUSIP 46131T101COMVTNQ1 2026
13D / 13G Filings
21
Schedule 13D/13G on record
Beneficial Filers
5
Distinct reporting persons
Largest Stake
14.2%
Max % of class reported
Institutional Holders
23
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
21 filings · latest Dec 18, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Dec 18, 2024 | Sit Investment Associates, Inc. | 13D/A | 3.4% | — | SEC |
| 2 | Dec 12, 2024 | Saba Capital Management, L.P. | 13D/A | 1.9% | 283.0K | SEC |
| 3 | Nov 25, 2024 | Saba Capital Management, L.P. | 13D/A | 6.5% | 1.26M | SEC |
| 4 | Nov 13, 2024 | Saba Capital Management, L.P. | 13D/A | 7.6% | 1.48M | SEC |
| 5 | Nov 5, 2024 | Saba Capital Management, L.P. | 13D/A | 8.6% | 1.68M | SEC |
| 6 | Oct 7, 2024 | Saba Capital Management, L.P. | 13D/A | 9.6% | 1.88M | SEC |
| 7 | Jun 14, 2024 | Saba Capital Management, L.P. | 13D/A | 14.2% | 2.76M | SEC |
| 8 | May 7, 2024 | Sit Investment Associates Inc | 13D/A | 9.6% | 1.86M | SEC |
| 9 | May 6, 2024 | Saba Capital Management, L.P. | 13D/A | 14.2% | 2.76M | SEC |
| 10 | Mar 28, 2024 | Sit Investment Associates Inc | 13D | 8.3% | 1.61M | SEC |
11 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Tr Invt Grade New Yo.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 520.7K | $5.70M |
| 2 | Guggenheim Capital LLC | 280.5K | $3.07M |
| 3 | Indivisible Partners | 255.7K | $2.80M |
| 4 | Royal Bank Of Canada | 164.0K | $1.79M |
| 5 | Ashton Thomas Securities, LLC | 141.2K | $1.54M |
| 6 | Morgan Stanley | 103.1K | $1.13M |
| 7 | Lido Advisors, LLC | 99.9K | $1.09M |
| 8 | Bank Of America Corp /De/ | 88.4K | $966.5K |
| 9 | Lpl Financial LLC | 48.0K | $525.3K |
| 10 | Stifel Financial Corp | 47.6K | $521.3K |