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Invesco Municipal Opportunity Trust
VMO

93 hedge funds and large institutions have $176M invested in Invesco Municipal Opportunity Trust in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $160M → $176M (+$15.6M)

6% more funds holding

Funds holding: 88 → 93 (+5)

0.92% more ownership

Funds ownership: 19.47% → 20.39% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$5.17M
2
UBS Group
UBS Group
Switzerland
+$1.87M
3
KAS
Kestra Advisory Services
Texas
+$787K
4
RJA
Raymond James & Associates
Florida
+$721K
5
Ameriprise
Ameriprise
Minnesota
+$709K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.18M
2
PPA
Parametric Portfolio Associates
Washington
-$1.1M
3
GC
Guggenheim Capital
Illinois
-$795K
4
AWA
Alaska Wealth Advisors
Alaska
-$620K
5
VanEck Associates
VanEck Associates
New York
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
26
Garner Asset Management Corp
Texas
$813K -$24.1K -1,924 -3%
LPL Financial
27
LPL Financial
California
$804K -$11.3K -907 -1%
KAS
28
Kestra Advisory Services
Texas
$802K +$787K +62,906 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$792K -$36.3K -2,901 -4%
Goldman Sachs
30
Goldman Sachs
New York
$766K -$56.7K -4,534 -7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$764K +$104K +8,337 +16%
HH
32
Hilltop Holdings
Texas
$743K -$210K -16,819 -22%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$691K -$526 -42 -0.1%
QCIG
34
Quad-Cities Investment Group
Iowa
$639K +$6.13K +490 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$509K +$12.3K +981 +3%
BRWM
36
B. Riley Wealth Management
Tennessee
$458K -$17.1K -1,370 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$373K -$3.73K -298 -1%
SPIA
38
Steward Partners Investment Advisory
New York
$371K +$67.7K +5,411 +23%
MIG
39
Mariner Investment Group
New York
$350K -$8.62K -689 -2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$343K -$20K -1,597 -6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$268K +$261K +20,883 New
SCM
42
Stordahl Capital Management
Colorado
$265K – – –
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$236K – – –
HCM
44
Hollencrest Capital Management
California
$234K – – –
FFA
45
First Foundation Advisors
California
$227K – – –
CIA
46
Capital Investment Advisors
Georgia
$213K – – –
RIG
47
Ramiah Investment Group
Wisconsin
$189K -$32.4K -2,592 -15%
WS
48
Wedbush Securities
California
$187K -$24K -1,917 -12%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$186K +$61.2K +4,894 +51%
SPC
50
Sigma Planning Corp
Michigan
$176K +$913 +73 +0.5%
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VMO Hedge Fund Activity: Q4 2020 in Review

93 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2020, worth a combined $176M — up 9.8% from $160M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VMO positions and 8 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $5.17M. The largest seller was Nuveen, exiting entirely with an estimated $1.18M sold.

  • 93 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2020, up from 88 in Q3 2020.
  • Funds reported $176M of Invesco Municipal Opportunity Trust stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 15 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2020 was Bramshill Investments, an estimated $5.17M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2020 was Nuveen, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2020.