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Invesco Municipal Opportunity Trust
VMO

103 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $113M → $119M (+$6.73M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.82% more ownership

Funds ownership: 14.25% → 15.08% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

1% less funds holding

Funds holding: 104 → 103 (-1)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
26
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.7M
3
UBS Group
UBS Group
Switzerland
+$1.38M
4
PPA
Parametric Portfolio Associates
Washington
+$1.37M
5
Stifel Financial
Stifel Financial
Missouri
+$728K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.49M
2
WAM
Wolverine Asset Management
Illinois
-$2.48M
3
Morgan Stanley
Morgan Stanley
New York
-$985K
4
LCM
Landscape Capital Management
New Jersey
-$493K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$947K -$493K -42,109 -34%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$921K -$445K -38,055 -33%
6M
28
6 Meridian
Kansas
$909K -$20K -1,707 -2%
CRC
29
Curi RMB Capital
Illinois
$863K -$16.9K -1,444 -2%
GWM
30
Greenwich Wealth Management
Connecticut
$837K +$15.2K +1,297 +2%
LCM
31
Laurion Capital Management
New York
$673K +$671K +57,341 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$644K +$643K +54,896 New
FFA
33
First Foundation Advisors
California
$637K -$49.8K -4,253 -7%
FFSOTS
34
Fiduciary Financial Services of The Southwest
Texas
$582K -$105K -8,955 -15%
LPL Financial
35
LPL Financial
California
$580K -$368K -31,423 -39%
N
36
Nuveen
North Carolina
$568K – – –
LNC
37
Lincoln National Corp
Pennsylvania
$500K +$31.2K +2,661 +7%
Ameriprise
38
Ameriprise
Minnesota
$456K +$64.9K +5,547 +17%
AA
39
AQR Arbitrage
Connecticut
$400K – – –
QCIG
40
Quad-Cities Investment Group
Iowa
$374K +$9.05K +773 +2%
BWA
41
BDO Wealth Advisors
Florida
$348K +$347K +29,660 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$339K +$15.2K +1,300 +5%
OC
43
Oppenheimer & Co
New York
$334K +$9.95K +850 +3%
ICM
44
Ionic Capital Management
New York
$303K -$50.3K -4,300 -14%
CAN
45
Cetera Advisor Networks
California
$300K +$299K +25,574 New
FAIM
46
Financial Advocates Investment Management
Washington
$287K -$10.8K -920 -4%
BF
47
BOK Financial
Oklahoma
$258K – – –
SPC
48
Sigma Planning Corp
Michigan
$240K +$21.5K +1,838 +10%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$239K +$61.1K +5,220 +35%
LFAS
50
Level Four Advisory Services
Texas
$236K – – –
1
2
3 4 5

VMO Hedge Fund Activity: Q2 2018 in Review

103 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2018, worth a combined $119M — up 6% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VMO positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $6.49M sold.

  • 103 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2018, down from 104 in Q1 2018.
  • Funds reported $119M of Invesco Municipal Opportunity Trust stock for Q2 2018, up 6% quarter-over-quarter.
  • 12 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2018 and 11 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2018 was Karpus Investment Management, an estimated $11.2M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2018 was Goldman Sachs, an estimated $6.49M sold.

Based on aggregated 13F filings for Q2 2018.