Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO TR INVT GRADE NEW YO (VTN)

23 + Investors. Track Smart Money conviction in VTN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
64%

Smart Money Signals — VTN

Based on 24 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VTN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 24 funds hold VTN today versus a peak of 36 funds at 2023 Q3 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 25% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold VTN compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 64% buying

16 buying9 selling
Last quarter: 16 funds were net buyers (4 opened a brand new position + 12 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 8% medium ■ 25% new
16 out of 24 hedge funds have held VTN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

8 → 4 → 2 → 5 → 4 new funds/Q
New funds entering each quarter: 4 → 2 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Of 24 current holders: 16 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
6 of 24 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VTN

In 2025 Q4, 16 hedge funds were net buyers of VTN (4 opened a new position, 12 added to an existing one), while 9 reduced or exited (4 trimmed, 5 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 25% of total institutional value in VTN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: VTN

How many hedge funds hold VTN — quarterly history vs. share price
Quarterly hedge fund ownership of VTN vs. share price

Market Analysis: VTN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy INVESCO TR INVT GRADE NEW YO (VTN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
VTN
-1.0%
XLF
+4.6%

VTN outperformed XLF by -5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
VTN
-0.7%
XLF
+1.1%

Since the filing became public, VTN outperformed XLF by -1.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VTN
23 + Investors

Track Smart Money conviction in VTN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 24 -4.17%
13F Shares 2M 2M 1.05%
Total Value $21M $22M -4.91%
New Positions 2 4 -2
Increased Positions 9 12 -3
Closed Positions 3 5 -2
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTN

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Financial Highlights

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Institutional Holders (2026 Q1)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTN. Verified SEC 13F-HR filings.

QUARTER:
Top 23 institutional holders of VTN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Indivisible Partners 0.25% 255,652 $2.8M
2 ASHTON THOMAS SECURITIES, LLC 0.19% 141,200 $1.5M
3 Hennion & Walsh Asset Management, Inc. 0.19% 520,716 $5.7M
4 Fingerlakes Wealth Management, Inc. 0.08% 10,471 $115K
5 GUGGENHEIM CAPITAL LLC 0.02% 280,523 $3.1M
6 SHUFRO ROSE & CO LLC 0.02% 26,000 $284K
7 Aventura Private Wealth, LLC 0.02% 4,000 $44K
8 Lido Advisors, LLC 0.00% 99,942 $1.1M
9 PEAPACK GLADSTONE FINANCIAL CORP 0.00% 23,228 —
10 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% 14,739 $161K
11 HIGHLINE WEALTH PARTNERS LLC 0.00% 420 $5K
12 &PARTNERS 0.00% 12,806 $140K
13 STIFEL FINANCIAL CORP 0.00% 47,648 $521K
14 ROYAL BANK OF CANADA 0.00% 164,015 $1.8M
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,194 $122K
16 LPL Financial LLC 0.00% 48,019 $525K
17 OSAIC HOLDINGS, INC. 0.00% 7,591 $83K
18 Advisory Services Network, LLC 0.00% 500 $5K
19 BANK OF AMERICA CORP /DE/ 0.00% 88,353 $966K
20 MORGAN STANLEY 0.00% 103,053 $1.1M
21 WELLS FARGO & COMPANY/MN 0.00% 25,427 $278K
22 Rockefeller Capital Management L.P. 0.00% 2,172 $24K
23 UBS Group AG 0.00% 17,054 $187K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO TR INVT GRADE NEW YO (VTN)

What does the Smart Money Trend signal show for VTN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VTN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VTN?

More buyers than sellers — 64% buying: Last quarter: 16 funds were net buyers (4 opened a brand new position + 12 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTN holders?

Strong quality — 25% AUM from major funds: 6 of 24 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VTN?

67% of holders stayed for 2+ years: 16 out of 24 hedge funds have held VTN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy INVESCO TR INVT GRADE NEW YO (VTN) following the 2026 Q1 hedge fund 13F filings?

As of today, VTN has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -1.8%. Since the quarter end (March 31, 2026), VTN has gained -1.0% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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