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Invesco Municipal Opportunity Trust
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Overview Fund Activity

86 hedge funds and large institutions have $189M invested in Invesco Municipal Opportunity Trust in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
23
Closed
10
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$1.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
BI
2
Bramshill Investments
Florida
$55M
3
Bank of America
3
Bank of America
North Carolina
$6.12M
4
GC
4
Guggenheim Capital
Illinois
$24M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.57M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AWA
2
Alaska Wealth Advisors
Alaska
$1.2M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.09M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMC
26
Garner Asset Management Corp
Texas
$851K +$340 +25 +0%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$841K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$803K +$13.8K +1,014 +2%
Goldman Sachs
29
Goldman Sachs
New York
$799K – – –
CWA
30
Capital Wealth Alliance
Arizona
$762K +$30.4K +2,261 +4%
LPL Financial
31
LPL Financial
California
$733K -$48.5K -3,566 -6%
QCIG
32
Quad-Cities Investment Group
Iowa
$660K -$24.7K -1,817 -4%
COLIM
33
City of London Investment Management
United Kingdom
$495K -$118K -8,634 -19%
BRWM
34
B. Riley Wealth Management
Tennessee
$468K -$12.2K -900 -3%
SPIA
35
Steward Partners Investment Advisory
New York
$464K -$38K -2,789 -8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$413K +$48.4K +3,553 +13%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$391K -$1.65K -121 -0.4%
PA
38
PFG Advisors
Arizona
$300K – – –
ACA
39
Ackerman Capital Advisors
Texas
$299K +$299K +21,998 New
WS
40
Wedbush Securities
California
$290K -$91.2K -6,707 -24%
SCM
41
Stordahl Capital Management
Colorado
$282K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$280K – – –
LA
43
LexAurum Advisors
Kansas
$274K +$274K +20,170 New
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$265K +$92.1K +6,770 +53%
BHWM
45
Bar Harbor Wealth Management
New Hampshire
$251K – – –
HCM
46
Hollencrest Capital Management
California
$248K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$218K +$79.5K +5,842 +57%
CIA
48
Capital Investment Advisors
Georgia
$209K -$15K -1,100 -7%
SPC
49
Sigma Planning Corp
Michigan
$189K +$925 +68 +0.5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$179K +$179K +13,165 New
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2
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