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Invesco Municipal Opportunity Trust
VMO

108 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

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

23% more funds holding

Funds holding: 88 → 108 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 20.23% → 19.35% (-0.88%)

21% less capital invested

Capital invested by funds: $188M → $149M (-$38.7M)

Holders
108
Holders Change
+20
Holders Change %
+22.73%
% of All Funds
1.7%
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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.58M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
3
PPA
Parametric Portfolio Associates
Washington
+$3.08M
4
RCM
Robinson Capital Management
Michigan
+$1.85M
5
GC
Guggenheim Capital
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$7.21M
3
Stifel Financial
Stifel Financial
Missouri
-$3.15M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
FC
FCA Corp
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$959K +$1.02M +83,713 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$875K +$29.7K +2,443 +3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$872K +$122K +10,000 +15%
LPL Financial
29
LPL Financial
California
$866K +$88.9K +7,307 +11%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$707K – – –
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$706K +$750K +61,642 New
GAMC
32
Garner Asset Management Corp
Texas
$689K -$1.92K -158 -0.3%
CWA
33
Capital Wealth Alliance
Arizona
$679K +$40.2K +3,308 +6%
FAIM
34
Financial Advocates Investment Management
Washington
$643K -$255K -20,938 -27%
AA
35
AQR Arbitrage
Connecticut
$621K +$660K +54,238 New
Goldman Sachs
36
Goldman Sachs
New York
$584K +$620K +50,962 New
WAM
37
Wolverine Asset Management
Illinois
$501K +$533K +43,837 New
Ameriprise
38
Ameriprise
Minnesota
$465K -$7.21M -593,229 -93%
LSC
39
Logan Stone Capital
Illinois
$463K +$492K +40,455 New
SPIA
40
Steward Partners Investment Advisory
New York
$451K +$20.9K +1,721 +5%
QCIG
41
Quad-Cities Investment Group
Iowa
$450K -$123K -10,090 -20%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$417K -$333K -27,423 -43%
BRWM
43
B. Riley Wealth Management
Tennessee
$394K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$349K +$352K +28,962 New
AWA
45
Alaska Wealth Advisors
Alaska
$327K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$324K +$147K +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 +$23.5K +1,934 +11%
1
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VMO Hedge Fund Activity: Q1 2022 in Review

108 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2022, worth a combined $149M — down 21% from $188M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VMO positions and 11 closed out — a net gain of 22 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.58M. The largest seller was Bramshill Investments, cutting an estimated $15.3M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $149M of Invesco Municipal Opportunity Trust stock for Q1 2022, down 21% quarter-over-quarter.
  • 33 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2022 and 11 closed out, a net change of +22 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $5.58M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2022 was Bramshill Investments, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.