We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust

66 hedge funds and large institutions have $65.7M invested in Invesco Municipal Opportunity Trust in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

8% more funds holding

Funds holding: 6166 (+5)

0.09% less ownership

Funds ownership: 7.63%7.53% (-0.09%)

1% less capital invested

Capital invested by funds: $66.3M → $65.7M (-$607K)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$433K +$34.4K +2,625 +9%
LCM
27
Laurion Capital Management
New York
$427K -$373K -28,423 -47%
Ameriprise
28
Ameriprise
Minnesota
$425K +$8.85K +675 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$424K +$25K +1,910 +6%
CIA
30
Capital Investment Advisors
Georgia
$306K
Citigroup
31
Citigroup
New York
$305K -$13.1K -1,000 -4%
IA
32
IFP Advisors
Florida
$282K -$6.36K -485 -2%
WS
33
Wedbush Securities
California
$263K +$14.9K +1,140 +6%
S
34
SignatureFD
Georgia
$224K +$225K +17,147 New
DA
35
Doliver Advisors
Texas
$221K +$222K +16,902 New
TSS
36
Two Sigma Securities
New York
$220K +$220K +16,774 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$219K -$2.37K -181 -1%
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$189K -$41.3K -3,154 -18%
RJT
39
Raymond James Trust
Florida
$187K
PA
40
Planning Alternatives
Michigan
$184K
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$171K -$55.3K -4,218 -24%
FAAS
42
First Allied Advisory Services
California
$167K +$8.76K +668 +6%
EFS
43
Essex Financial Services
Connecticut
$166K +$70.2K +5,357 +73%
MML Investors Services
44
MML Investors Services
Massachusetts
$164K +$66 +5 +0%
HCM
45
Hollencrest Capital Management
California
$161K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$152K -$11.9K -910 -7%
GWM
47
Geneos Wealth Management
Colorado
$149K -$44.5K -3,391 -23%
BCP
48
Berkeley Capital Partners
Georgia
$146K
HIIFS
49
Harel Insurance Investments & Financial Services
Israel
$143K +$45.9K +3,500 New
SG
50
Strid Group
Pennsylvania
$131K +$131K +10,000 New

VMO Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2017, worth a combined $65.7M — down 0.92% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VMO positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $5.64M. The largest seller was Fiera Capital (Canada), cutting an estimated $4.33M.

  • 66 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2017, up from 61 in Q1 2017.
  • Funds reported $65.7M of Invesco Municipal Opportunity Trust stock for Q2 2017, down 0.92% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2017 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2017 was Robinson Capital Management, an estimated $5.64M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2017 was Fiera Capital (Canada), an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2017.