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Invesco Municipal Opportunity Trust
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Overview Fund Activity

70 hedge funds and large institutions have $102M invested in Invesco Municipal Opportunity Trust in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.79M
3
AAM
3
Advisors Asset Management
Colorado
$2.54M
4
KIM
4
Karpus Investment Management
New York
$19.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.8M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$19.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.56M
4
NCM
4
Newgate Capital Management
Connecticut
$0
5
GEM
5
Global Endowment Management
North Carolina
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$493K +$24.5K +1,958 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$474K +$31.3K +2,500 +7%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$441K -$12.5K -992 -3%
HK
29
Horizon Kinetics
New York
$383K -$94.4K -7,536 -20%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$376K +$6.64K +530 +2%
DA
31
Doliver Advisors
Texas
$365K +$68.4K +5,462 +23%
IH
32
IFC Holdings
Florida
$363K -$33.9K -2,700 -9%
WFI
33
West Family Investments
California
$348K – – –
WAM
34
Wolverine Asset Management
Illinois
$326K -$66.7K -5,327 -17%
Citigroup
35
Citigroup
New York
$317K +$8.38K +669 +3%
PIA
36
Peachtree Investment Advisors
Georgia
$313K – – –
RJT
37
Raymond James Trust
Florida
$309K – – –
LCM
38
Landscape Capital Management
New Jersey
$281K +$13.7K +1,092 +5%
TCM
39
Tradewinds Capital Management
Washington
$263K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$247K – – –
ICAS
41
Investors Capital Advisory Services
Massachusetts
$233K +$100 +8 +0%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$224K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$216K -$111K -8,873 -34%
PA
44
Planning Alternatives
Michigan
$214K – – –
EFS
45
Essex Financial Services
Connecticut
$199K -$15.8K -1,265 -7%
HCM
46
Hollencrest Capital Management
California
$189K – – –
DS
47
DRW Securities
Illinois
$180K – – –
FAAS
48
First Allied Advisory Services
California
$172K +$172K +13,688 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$155K +$855 +68 +0.6%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$153K – – –
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2
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