Stock ownership · SEC 13F · Q4 2024

INVESCO TR INVT GRADE NEW YO

Institutional ownership of INVESCO TR INVT GRADE NEW YO (CUSIP 46131T101) - who holds it, how concentrated it is, and what moved last quarter.

$209K
Reported value
1
Institutions
100%
Top-5 share

The verdict

1 institutions report $209K of INVESCO TR INVT GRADE NEW YO positions as of Q4 2024, with ownership heavily concentrated in a handful of holders.

1
institutions hold it
$209K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46131T101 · Q4 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - INVESCO TR INVT GRADE NEW YO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 SHUFRO ROSE & CO LLC 20,000 $209K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO TR INVT GRADE NEW YO's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (1)

SHUFRO ROSE & CO LLC $209K

Complete exits (1)

PEAPACK GLADSTONE FINANCIAL CORP (PGC) exited

Frequently Asked Questions

How many institutions hold INVESCO TR INVT GRADE NEW YO?▼
INVESCO TR INVT GRADE NEW YO is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of INVESCO TR INVT GRADE NEW YO?▼
Institutions report $209K of INVESCO TR INVT GRADE NEW YO as of Q4 2024.
How concentrated is ownership of INVESCO TR INVT GRADE NEW YO?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO TR INVT GRADE NEW YO, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of INVESCO TR INVT GRADE NEW YO?▼
SHUFRO ROSE & CO LLC is the largest reported holder of INVESCO TR INVT GRADE NEW YO with $209K across 20,000 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.