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Invesco Municipal Opportunity Trust
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Overview Fund Activity

90 hedge funds and large institutions have $179M invested in Invesco Municipal Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$4.85M
3
GC
3
Guggenheim Capital
Illinois
$22.2M
4
BI
4
Bramshill Investments
Florida
$49.6M
5
AAM
5
Advisors Asset Management
Colorado
$2.64M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.05M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.56M
3
SIA
3
Sit Investment Associates
Minnesota
$9.66M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.06M
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMC
26
Garner Asset Management Corp
Texas
$825K -$10.9K -825 -1%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$815K – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$797K +$87K +6,604 +12%
Goldman Sachs
29
Goldman Sachs
New York
$774K -$13.2K -1,000 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$765K -$20.7K -1,571 -3%
LPL Financial
31
LPL Financial
California
$758K -$69.4K -5,260 -8%
CWA
32
Capital Wealth Alliance
Arizona
$718K -$342K -25,922 -32%
QCIG
33
Quad-Cities Investment Group
Iowa
$663K +$6.52K +495 +1%
COLIM
34
City of London Investment Management
United Kingdom
$593K +$593K +45,000 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$561K +$37.5K +2,846 +7%
SPIA
36
Steward Partners Investment Advisory
New York
$486K +$104K +7,910 +27%
BRWM
37
B. Riley Wealth Management
Tennessee
$466K -$5.34K -405 -1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$380K -$2.85K -217 -0.7%
WS
39
Wedbush Securities
California
$369K +$177K +13,421 +92%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$352K – – –
PA
41
PFG Advisors
Arizona
$291K +$291K +22,046 New
SCM
42
Stordahl Capital Management
Colorado
$273K – – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$272K -$3.43K -260 -1%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$243K – – –
HCM
45
Hollencrest Capital Management
California
$240K – – –
FFA
46
First Foundation Advisors
California
$233K – – –
CIA
47
Capital Investment Advisors
Georgia
$217K -$1.94K -147 -0.9%
MFW
48
Meristem Family Wealth
Minnesota
$214K +$214K +16,200 New
WFA
49
Wellspring Financial Advisors
Ohio
$206K +$206K +18,000 New
SPC
50
Sigma Planning Corp
Michigan
$182K +$961 +73 +0.5%
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