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Invesco Municipal Opportunity Trust

105 hedge funds and large institutions have $170M invested in Invesco Municipal Opportunity Trust in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

2.16% less ownership

Funds ownership: 28.63%26.48% (-2.2%)

5% less funds holding

Funds holding: 111105 (-6)

8% less capital invested

Capital invested by funds: $185M → $170M (-$14.8M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
40
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Planning Alternatives
Michigan
$980K +$293K +30,000 +41%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$874K -$12.9K -1,323 -1%
WFP
28
Worthington Financial Partners
Ohio
$821K -$205 -21 -0%
Osaic Holdings
29
Osaic Holdings
Arizona
$771K -$13.8K -1,412 -2%
GP
30
Gridiron Partners
Pennsylvania
$748K -$117K -12,033 -13%
STA
31
Summit Trail Advisors
New York
$692K +$711K +72,805 New
SPIA
32
Steward Partners Investment Advisory
New York
$647K +$19.6K +2,006 +3%
Invesco
33
Invesco
Georgia
$605K +$2.53K +259 +0.4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$598K
PFA
35
Petra Financial Advisors
Colorado
$551K +$64.7K +6,630 +13%
Goldman Sachs
36
Goldman Sachs
New York
$485K -$27.3K -2,800 -5%
CAM
37
Concorde Asset Management
Michigan
$475K -$134K -13,744 -22%
BB
38
Burford Brothers
Texas
$463K +$196K +20,040 +70%
LOPW
39
Live Oak Private Wealth
North Carolina
$409K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$408K +$42.9K +4,393 +11%
MWM
41
Melfa Wealth Management
Massachusetts
$407K +$234 +24 +0.1%
Bank of America
42
Bank of America
North Carolina
$402K +$101K +10,336 +32%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$402K -$269K -27,523 -39%
PWS
44
Pursuit Wealth Strategies
North Carolina
$395K -$16.4K -1,685 -4%
CIA
45
Concurrent Investment Advisors
Florida
$364K +$46.5K +4,767 +14%
CL
46
Choreo LLC
Illinois
$355K -$1.96K -201 -0.5%
SWP
47
Stratos Wealth Partners
Ohio
$349K +$75.4K +7,722 +27%
AC
48
AlphaCore Capital
California
$327K +$6.38K +653 +2%
N
49
Nuveen
North Carolina
$310K
HIP
50
HUB Investment Partners
Texas
$301K -$348K -35,607 -53%