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Invesco Municipal Opportunity Trust
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Overview Fund Activity

91 hedge funds and large institutions have $186M invested in Invesco Municipal Opportunity Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.26M
2
Invesco
2
Invesco
Georgia
$877K
3
AAM
3
Advisors Asset Management
Colorado
$4.2M
4
UBS Group
4
UBS Group
Switzerland
$23.1M
5
GC
5
Guggenheim Capital
Illinois
$24.6M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$579K
3
BI
3
Bramshill Investments
Florida
$53.8M
4
AWA
4
Alaska Wealth Advisors
Alaska
$555K
5
Bank of America
5
Bank of America
North Carolina
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$846K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$846K +$37.8K +2,758 +5%
GAMC
28
Garner Asset Management Corp
Texas
$837K -$20.2K -1,475 -2%
Goldman Sachs
29
Goldman Sachs
New York
$804K – – –
CWA
30
Capital Wealth Alliance
Arizona
$768K -$6.17K -452 -0.8%
QCIG
31
Quad-Cities Investment Group
Iowa
$670K +$5.66K +413 +0.9%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$579K -$1.76M -128,495 -75%
AWA
33
Alaska Wealth Advisors
Alaska
$555K -$657K -48,000 -54%
SPIA
34
Steward Partners Investment Advisory
New York
$494K +$26.9K +1,966 +6%
BRWM
35
B. Riley Wealth Management
Tennessee
$472K – – –
AP
36
Americana Partners
Texas
$446K +$446K +32,600 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$384K -$9.68K -707 -2%
XF
38
XML Financial
Maryland
$318K +$318K +23,206 New
PA
39
PFG Advisors
Arizona
$302K – – –
SCM
40
Stordahl Capital Management
Colorado
$283K – – –
LA
41
LexAurum Advisors
Kansas
$276K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$265K -$17.8K -1,300 -6%
KAS
43
Kestra Advisory Services
Texas
$255K +$255K +18,606 New
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$252K – – –
HCM
45
Hollencrest Capital Management
California
$250K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$249K -$166K -12,157 -40%
HH
47
Hilltop Holdings
Texas
$237K +$57.4K +4,188 +32%
COLIM
48
City of London Investment Management
United Kingdom
$231K -$269K -19,561 -54%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$223K +$3.41K +249 +2%
MFW
50
Meristem Family Wealth
Minnesota
$222K +$222K +16,200 New
1
2
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