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Invesco Municipal Opportunity Trust

91 hedge funds and large institutions have $151M invested in Invesco Municipal Opportunity Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

18% more capital invested

Capital invested by funds: $128M → $151M (+$23M)

2.29% more ownership

Funds ownership: 16.54%18.83% (+2.3%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.09M -$1.06M -91,707 -50%
HH
27
Hilltop Holdings
Texas
$995K +$967K +83,856 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$967K -$40.6K -3,521 -4%
6M
29
6 Meridian
Kansas
$910K +$598K +51,892 +209%
GAMC
30
Garner Asset Management Corp
Texas
$807K -$13.2K -1,142 -2%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$763K -$346K -29,994 -32%
RJT
32
Raymond James Trust
Florida
$757K -$23.1K -2,000 -3%
LPL Financial
33
LPL Financial
California
$734K +$69.8K +6,049 +11%
CWA
34
Capital Wealth Alliance
Arizona
$616K -$122K -10,595 -17%
AA
35
AQR Arbitrage
Connecticut
$580K +$178K +15,464 +46%
QCIG
36
Quad-Cities Investment Group
Iowa
$579K +$17.5K +1,516 +3%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$555K -$83.8K -7,270 -13%
BRWM
38
B. Riley Wealth Management
Tennessee
$520K +$37.7K +3,271 +8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$483K +$125K +10,800 +36%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$417K +$21.3K +1,846 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$415K +$55.6K +4,819 +16%
BF
42
BOK Financial
Oklahoma
$358K
MIG
43
Mariner Investment Group
New York
$332K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$321K +$26.7K +2,319 +9%
KIM
45
Karpus Investment Management
New York
$300K -$8.9M -772,106 -97%
SPIA
46
Steward Partners Investment Advisory
New York
$235K +$17.1K +1,482 +8%
RIG
47
Ramiah Investment Group
Wisconsin
$222K +$16.9K +1,466 +8%
FFA
48
First Foundation Advisors
California
$222K -$35.4K -3,073 -14%
WS
49
Wedbush Securities
California
$219K +$12.5K +1,084 +6%
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$218K

VMO Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2020, worth a combined $151M — up 18% from $128M a quarter earlier.

Fund positioning in VMO was balanced in Q2 2020: 10 funds opened new positions, 10 closed out, 30 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $10.6M. The largest seller was Karpus Investment Management, cutting an estimated $8.9M.

  • 91 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $151M of Invesco Municipal Opportunity Trust stock for Q2 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2020 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2020 was Bramshill Investments, an estimated $10.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2020 was Karpus Investment Management, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2020.