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Invesco Municipal Opportunity Trust
VMO

87 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 82 → 87 (+5)

1.15% more ownership

Funds ownership: 14.71% → 15.86% (+1.1%)

1% more capital invested

Capital invested by funds: $118M → $119M (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.56M
2
RCM
Robinson Capital Management
Michigan
+$1.73M
3
SIA
Sit Investment Associates
Minnesota
+$1.32M
4
GC
Guggenheim Capital
Illinois
+$1.09M
5
6M
6 Meridian
Kansas
+$765K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.6M
2
RCM
Rivernorth Capital Management
Florida
-$816K
3
COLIM
City of London Investment Management
United Kingdom
-$751K
4
KIM
Karpus Investment Management
New York
-$610K
5
Cohen & Steers
Cohen & Steers
New York
-$552K
Name Holding Trade Value Shares
Change 		Change in
Stake
6M
26
6 Meridian
Kansas
$783K +$765K +63,628 New
COLIM
27
City of London Investment Management
United Kingdom
$725K -$751K -62,448 -51%
LCM
28
Landscape Capital Management
New Jersey
$681K +$166K +13,786 +33%
FCA
29
FinTrust Capital Advisors
South Carolina
$677K – – –
LPL Financial
30
LPL Financial
California
$653K -$39K -3,246 -6%
FFSOTS
31
Fiduciary Financial Services of The Southwest
Texas
$539K -$5.53K -460 -1%
QCIG
32
Quad-Cities Investment Group
Iowa
$537K +$5.76K +479 +1%
Ameriprise
33
Ameriprise
Minnesota
$468K +$12.2K +1,016 +3%
RJT
34
Raymond James Trust
Florida
$465K +$63.1K +5,243 +16%
MIG
35
Mariner Investment Group
New York
$435K -$517K -42,979 -55%
FAIM
36
Financial Advocates Investment Management
Washington
$408K -$60.1K -5,000 -13%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$383K +$32.4K +2,694 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$380K +$3.25K +270 +0.9%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$317K +$2.39K +199 +0.8%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$294K +$15.4K +1,283 +6%
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$285K – – –
MFW
42
Meristem Family Wealth
Minnesota
$252K +$246K +20,474 New
FAAS
43
First Allied Advisory Services
California
$240K +$37.3K +3,100 +19%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$227K – – –
CIA
45
Capital Investment Advisors
Georgia
$218K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$213K +$209K +17,340 New
BF
47
BOK Financial
Oklahoma
$207K +$12K +1,000 +6%
WS
48
Wedbush Securities
California
$204K +$782 +65 +0.4%
SRC
49
Shufro Rose & Co
New York
$191K +$186K +15,500 New
SCM
50
Stordahl Capital Management
Colorado
$185K – – –
1
2
3 4

VMO Hedge Fund Activity: Q2 2019 in Review

87 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2019, worth a combined $119M — up 1% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VMO positions and 8 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.56M. The largest seller was Fiera Capital (Canada), cutting an estimated $2.6M.

  • 87 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2019, up from 82 in Q1 2019.
  • Funds reported $119M of Invesco Municipal Opportunity Trust stock for Q2 2019, up 1% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2019 and 8 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2019 was Bramshill Investments, an estimated $8.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2019 was Fiera Capital (Canada), an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2019.