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PMO

Franklin Municipal Opportunities Trust
PMO

77 hedge funds and large institutions have $47.2M invested in Franklin Municipal Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

1.51% less ownership

Funds ownership: 13.28% → 11.78% (-1.5%)

9% less funds holding

Funds holding: 85 → 77 (-8)

11% less capital invested

Capital invested by funds: $52.8M → $47.2M (-$5.61M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.75M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$981K
3
Cohen & Steers
Cohen & Steers
New York
+$562K
4
SCA
Snowden Capital Advisors
New York
+$300K
5
IFG
Independent Financial Group
California
+$241K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.74M
2
DWM
Doyle Wealth Management
Florida
-$1.46M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.36M
4
LB
Leo Brokerage
Texas
-$1.29M
5
BRWM
B. Riley Wealth Management
Tennessee
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$474K +$185K +16,741 +71%
TA
27
Tectonic Advisors
Texas
$445K +$166K +15,000 +66%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$375K -$31.8K -2,873 -8%
GCP
29
Gill Capital Partners
Colorado
$375K – – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$369K – – –
LPL Financial
31
LPL Financial
California
$351K -$100K -9,044 -23%
SCA
32
Snowden Capital Advisors
New York
$319K +$300K +27,087 New
IA
33
IFP Advisors
Florida
$302K – – –
EIP
34
Ellis Investment Partners
Pennsylvania
$255K +$3.34K +302 +1%
AP
35
Americana Partners
Texas
$253K +$77.4K +7,000 +48%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$242K +$56.3K +5,090 +33%
SAF
37
Smith Anglin Financial
Texas
$214K +$201K +18,141 New
Creative Planning
38
Creative Planning
Kansas
$193K +$10.2K +920 +6%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$182K -$25.4K -2,300 -13%
FNWM
40
Financial Network Wealth Management
Utah
$181K – – –
CWM
41
Collaborative Wealth Management
Florida
$181K +$169K +15,324 New
BRWA
42
B. Riley Wealth Advisors
Florida
$176K +$28.9K +2,611 +21%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$175K +$2.3K +208 +1%
US Bancorp
44
US Bancorp
Minnesota
$171K +$111K +10,000 +220%
SP
45
Successful Portfolios
Florida
$170K – – –
IWA
46
IBEX Wealth Advisors
New Jersey
$164K +$575 +52 +0.4%
IWM
47
IHT Wealth Management
Illinois
$160K +$1.49K +135 +1%
PWAC
48
Private Wealth Advisors (California)
California
$149K – – –
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$147K – – –
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$141K – – –
1
2
3 4

PMO Hedge Fund Activity: Q2 2022 in Review

77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q2 2022, worth a combined $47.2M — down 11% from $52.8M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PMO and 11 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Ameriprise, adding an estimated $2.75M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.74M sold.

  • 77 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $47.2M of Franklin Municipal Opportunities Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 11 funds opened new Franklin Municipal Opportunities Trust positions in Q2 2022 and 19 closed out, a net change of -8 holders.
  • The largest Franklin Municipal Opportunities Trust buyer in Q2 2022 was Ameriprise, an estimated $2.75M added.
  • The largest Franklin Municipal Opportunities Trust seller in Q2 2022 was Robinson Capital Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2022.