Franklin Municipal Opportunities Trust
PMO
89 hedge funds and large institutions have $74.3M invested in Franklin Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
32% more capital inflows, than outflows
Capital inflows: $8.27M | Capital outflows: $6.28M
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
7% more funds holding
Funds holding: 83 → 89 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.08% less ownership
Funds ownership: 25.69% → 23.61% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
+$1.3M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$1.23M |
| 3 |
Park Avenue Securities
New York
|
+$1.12M |
| 4 |
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$871K |
| 5 |
Advisors Asset Management
Monument,
Colorado
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rothschild Investment LLC
Chicago,
Illinois
|
-$1.59M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.05M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$464K |
| 5 |
Morgan Stanley
New York
|
-$430K |
PMO Hedge Fund Activity: Q2 2025 in Review
89 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q2 2025, worth a combined $74.3M — down 0.9% from $74.9M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PMO positions and 9 closed out — a net gain of 9 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.3M. The largest seller was Rothschild Investment LLC, cutting an estimated $1.59M.
- 89 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q2 2025, up from 83 in Q1 2025.
- Funds reported $74.3M of Franklin Municipal Opportunities Trust stock for Q2 2025, down 0.9% quarter-over-quarter.
- 18 funds opened new Franklin Municipal Opportunities Trust positions in Q2 2025 and 9 closed out, a net change of +9 holders.
- The largest Franklin Municipal Opportunities Trust buyer in Q2 2025 was Karpus Investment Management, an estimated $1.3M added.
- The largest Franklin Municipal Opportunities Trust seller in Q2 2025 was Rothschild Investment LLC, an estimated $1.59M sold.
Based on aggregated 13F filings for Q2 2025.