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
2Q ▼
Buyers last Q
50%

Smart Money Signals — VTN

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 64% of 3.0Y high

64% of all-time peak
Only 23 funds hold VTN today versus a peak of 36 funds at 2023 Q3 — just 64% 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 — 18% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold VTN compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

11 buying11 selling
Last quarter: 11 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

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

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 13% medium ■ 22% new
15 out of 23 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 — ~2 new funds/quarter

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

Veteran-anchored — 74% veterans vs 22% newcomers

■ 74% veterans ■ 4% 1-2yr ■ 22% new
Entry-cohort mix of 23 holders: 17 (74%) are 2+ year veterans, 1 entered 1–2 years ago, and 5 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
6 of 23 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.7
out of 10
Low Exit Risk
Exit risk score 1.7/10 — 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 2026 Q1, 11 hedge funds were net buyers of VTN (2 opened a new position, 9 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 24% 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: 23.

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

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

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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
2026 Q2 Stats Unlock in 4 days 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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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 VTN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ashton Thomas Securities, LLC 0.24% 141,200 $1.6M
2 Indivisible Partners 0.17% 263,491 $3.1M
3 Hennion & Walsh Asset Management, Inc. 0.17% 510,183 $5.9M
4 Herold Advisors, Inc. 0.03% 13,488 $156K
5 Guggenheim Capital LLC 0.02% 293,678 $3.4M
6 Shufro Rose & Co LLC 0.02% 26,000 $301K
7 Aventura Private Wealth, LLC 0.01% 4,000 $46K
8 Lido Advisors, LLC 0.00% 99,942 $1.2M
9 Horizon Kinetics Asset Management LLC 0.00% 14,739 $171K
10 Highline Wealth Partners LLC 0.00% 420 $5K
11 &Partners 0.00% 12,958 $150K
12 Mml Investors Services, LLC 0.00% 22,344 $259K
13 Stifel Financial Corp 0.00% 48,205 $558K
14 Royal Bank of Canada 0.00% 196,630 $2.3M
15 Integrated Wealth Concepts LLC 0.00% 4,200 $49K
16 Commonwealth Equity Services, LLC 0.00% 10,622 $123K
17 Osaic Holdings, INC. 0.00% 9,832 $114K
18 LPL Financial LLC 0.00% 48,656 $563K
19 Morgan Stanley 0.00% 124,698 $1.4M
20 Bank of America Corp /de/ 0.00% 86,870 $1.0M
21 Mercer Global Advisors Inc /Adv 0.00% 2,806 $32K
22 Wells Fargo & Company/Mn 0.00% 21,339 $247K
23 Rockefeller Capital Management L.P. 0.00% 2,212 $26K
24 UBS Group AG 0.00% 16,954 $196K
25 Jones Financial Companies Lllp 0.00% 4,200 $48K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 50% buying: Last quarter: 11 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VTN holders?

Strong quality — 24% AUM from major funds: 6 of 23 holders rank in the top 100 by AUM, accounting for 24% 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?

65% of holders stayed for 2+ years: 15 out of 23 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.

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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