Franklin Municipal Opportunities Trust
PMO
87 hedge funds and large institutions have $74M 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
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
7% more funds holding
Funds holding: 81 → 87 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $74.7M → $74M (-$665K)
2.07% less ownership
Funds ownership: 25.59% → 23.52% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.3M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.23M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$1.12M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$871K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIL
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
87 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q2 2025, worth a combined $74M — down 0.89% from $74.7M 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.
- 87 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q2 2025, up from 81 in Q1 2025.
- Funds reported $74M of Franklin Municipal Opportunities Trust stock for Q2 2025, down 0.89% 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.