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Invesco Municipal Opportunity Trust
VMO

71 hedge funds and large institutions have $66.2M invested in Invesco Municipal Opportunity Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

8% more funds holding

Funds holding: 66 → 71 (+5)

1% more capital invested

Capital invested by funds: $65.7M → $66.2M (+$532K)

0.05% more ownership

Funds ownership: 7.53% → 7.58% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.18M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$286K
3
SPC
Sigma Planning Corp
Michigan
+$246K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$244K
5
Millennium Management
Millennium Management
New York
+$227K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.27M
2
LPL Financial
LPL Financial
California
-$1.06M
3
LCM
Laurion Capital Management
New York
-$427K
4
Morgan Stanley
Morgan Stanley
New York
-$349K
5
SIA
Sit Investment Associates
Minnesota
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$504K -$60.8K -4,607 -11%
Ameriprise
27
Ameriprise
Minnesota
$485K +$64.2K +4,865 +15%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$402K -$19.7K -1,495 -5%
CAN
29
Cetera Advisor Networks
California
$363K -$69.6K -5,275 -16%
CIA
30
Capital Investment Advisors
Georgia
$304K – – –
Citigroup
31
Citigroup
New York
$304K +$1.32K +100 +0.4%
DA
32
Doliver Advisors
Texas
$296K +$77.7K +5,888 +35%
IA
33
IFP Advisors
Florida
$247K -$33.6K -2,548 -12%
SPC
34
Sigma Planning Corp
Michigan
$243K +$246K +18,661 New
CCG
35
Ceeto Capital Group
Florida
$233K +$236K +17,899 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$230K +$12.4K +941 +6%
Millennium Management
37
Millennium Management
New York
$224K +$227K +17,191 New
S
38
SignatureFD
Georgia
$223K – – –
OC
39
Oppenheimer & Co
New York
$213K +$217K +16,400 New
RJT
40
Raymond James Trust
Florida
$187K – – –
WAM
41
Weiss Asset Management
Massachusetts
$186K +$189K +14,320 New
PA
42
Planning Alternatives
Michigan
$183K – – –
EDRIA
43
Edmonds Duncan Registered Investment Advisors
Kansas
$181K +$198 +15 +0.1%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$170K – – –
WS
45
Wedbush Securities
California
$169K -$94K -7,120 -35%
EFS
46
Essex Financial Services
Connecticut
$165K – – –
DADC
47
D.A. Davidson & Co
Montana
$163K +$152K +11,505 +1,046%
HCM
48
Hollencrest Capital Management
California
$160K – – –
FAAS
49
First Allied Advisory Services
California
$159K -$6.6K -500 -4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$157K +$5.49K +416 +4%
1
2
3 4

VMO Hedge Fund Activity: Q3 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2017, worth a combined $66.2M — up 0.81% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VMO positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.18M. The largest seller was UBS Group, cutting an estimated $1.27M.

  • 71 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2017, up from 66 in Q2 2017.
  • Funds reported $66.2M of Invesco Municipal Opportunity Trust stock for Q3 2017, up 0.81% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2017 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $1.18M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2017 was UBS Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2017.