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Invesco Municipal Opportunity Trust
VMO

91 hedge funds and large institutions have $128M invested in Invesco Municipal Opportunity Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $119M → $128M (+$8.18M)

2.25% more ownership

Funds ownership: 14.3% → 16.54% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

4% less funds holding

Funds holding: 95 → 91 (-4)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$14M
2
KIM
Karpus Investment Management
New York
+$9.85M
3
OCM
Oaktree Capital Management
California
+$5.51M
4
Stifel Financial
Stifel Financial
Missouri
+$2.25M
5
Goldman Sachs
Goldman Sachs
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$5.44M
2
MSL
Mackay Shields LLC
New York
-$4.48M
3
PPA
Parametric Portfolio Associates
Washington
-$3.21M
4
VanEck Associates
VanEck Associates
New York
-$816K
5
Bank of America
Bank of America
North Carolina
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$974K +$61.7K +4,998 +6%
GAMC
27
Garner Asset Management Corp
Texas
$793K +$46.3K +3,750 +6%
RJT
28
Raymond James Trust
Florida
$754K – – –
CWA
29
Capital Wealth Alliance
Arizona
$723K -$60.5K -4,895 -7%
LPL Financial
30
LPL Financial
California
$639K +$140K +11,322 +25%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$619K +$111K +8,954 +20%
QCIG
32
Quad-Cities Investment Group
Iowa
$542K +$8.06K +653 +1%
Ameriprise
33
Ameriprise
Minnesota
$511K -$206K -16,689 -27%
BRWM
34
B. Riley Wealth Management
Tennessee
$465K +$501K +40,589 New
DWM
35
Dakota Wealth Management
Florida
$463K +$499K +40,420 New
FAIM
36
Financial Advocates Investment Management
Washington
$437K +$37.1K +3,000 +9%
AA
37
AQR Arbitrage
Connecticut
$383K +$413K +33,435 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$382K -$5.54K -449 -1%
BF
39
BOK Financial
Oklahoma
$345K -$51.8K -4,194 -12%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$345K +$6.77K +548 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$343K +$156K +12,616 +73%
MIG
42
Mariner Investment Group
New York
$321K +$346K +28,003 New
6M
43
6 Meridian
Kansas
$284K -$524K -42,398 -63%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$283K -$12K -970 -4%
FFA
45
First Foundation Advisors
California
$250K +$22.2K +1,801 +9%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$211K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$210K -$66.9K -5,419 -23%
WFA
48
Wellspring Financial Advisors
Ohio
$206K +$222K +18,000 New
LCM
49
Landscape Capital Management
New Jersey
$204K -$550K -44,505 -71%
WS
50
Wedbush Securities
California
$199K -$5.09K -412 -2%
1
2
3 4 5

VMO Hedge Fund Activity: Q1 2020 in Review

91 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2020, worth a combined $128M — up 6.8% from $119M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VMO and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 27 added.

The largest buyer was Bramshill Investments, adding an estimated $14M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $5.44M sold.

  • 91 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2020, down from 95 in Q4 2019.
  • Funds reported $128M of Invesco Municipal Opportunity Trust stock for Q1 2020, up 6.8% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2020 and 14 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2020 was Bramshill Investments, an estimated $14M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2020 was Robinson Capital Management, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2020.