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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $149M invested in Invesco Municipal Opportunity Trust in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.25M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.21M
3
PPA
Parametric Portfolio Associates
Washington
+$2.9M
4
RCM
Robinson Capital Management
Michigan
+$1.74M
5
GC
Guggenheim Capital
Illinois
+$1.51M

Top Sellers

1
BI
Bramshill Investments
Florida
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.63M
3
Stifel Financial
Stifel Financial
Missouri
-$2.97M
4
UBS Group
UBS Group
Switzerland
-$2.02M
5
FC
FCA Corp
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$959K +$959K +83,713 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$875K +$28K +2,443 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$872K +$114K +10,000 +15%
LPL Financial
29
LPL Financial
California
$866K +$83.7K +7,307 +11%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$707K – – –
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$706K +$706K +61,642 New
GAMC
32
Garner Asset Management Corp
Texas
$689K -$1.81K -158 -0.3%
CWA
33
Capital Wealth Alliance
Arizona
$679K +$37.6K +3,308 +6%
FAIM
34
Financial Advocates Investment Management
Washington
$643K -$240K -20,938 -27%
AA
35
AQR Arbitrage
Connecticut
$621K +$621K +54,238 New
Goldman Sachs
36
Goldman Sachs
New York
$584K +$584K +50,962 New
WAM
37
Wolverine Asset Management
Illinois
$501K +$501K +43,837 New
Ameriprise
38
Ameriprise
Minnesota
$465K -$6.63M -593,229 -93%
LSC
39
Logan Stone Capital
Illinois
$463K +$463K +40,455 New
SPIA
40
Steward Partners Investment Advisory
New York
$451K +$19.7K +1,721 +5%
QCIG
41
Quad-Cities Investment Group
Iowa
$450K -$116K -10,090 -20%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$417K -$314K -27,423 -43%
BRWM
43
B. Riley Wealth Management
Tennessee
$394K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$349K +$349K +28,962 New
AWA
45
Alaska Wealth Advisors
Alaska
$327K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$324K +$138K +12,052 +74%
XF
47
XML Financial
Maryland
$266K – – –
PA
48
PFG Advisors
Arizona
$252K – – –
SCM
49
Stordahl Capital Management
Colorado
$237K – – –
KAS
50
Kestra Advisory Services
Texas
$232K +$22.1K +1,934 +11%
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