We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust
VMO

108 hedge funds and large institutions have $157M invested in Invesco Municipal Opportunity Trust in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $149M → $157M (+$7.93M)

3.29% more ownership

Funds ownership: 19.35% → 22.63% (+3.3%)

0% more funds holding

Funds holding: 108 → 108 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
31
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$15.6M
2
UBS Group
UBS Group
Switzerland
+$5.9M
3
Morgan Stanley
Morgan Stanley
New York
+$4.12M
4
BlackRock
BlackRock
New York
+$2.57M
5
RCM
Rivernorth Capital Management
Florida
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
JWA
JFS Wealth Advisors
Pennsylvania
-$2.83M
2
Bank of America
Bank of America
North Carolina
-$1.36M
3
GC
Guggenheim Capital
Illinois
-$1.3M
4
H6H
Hightower 6M Holding
Kansas
-$1.08M
5
AAM
Advisors Asset Management
Colorado
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$915K +$358K +34,331 +63%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$904K +$116K +11,127 +15%
Stifel Financial
28
Stifel Financial
Missouri
$813K -$335K -32,050 -29%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$658K +$21.2K +2,033 +3%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$640K – – –
CWA
31
Capital Wealth Alliance
Arizona
$615K -$2.29K -219 -0.4%
Ameriprise
32
Ameriprise
Minnesota
$577K +$149K +14,299 +34%
FAIM
33
Financial Advocates Investment Management
Washington
$548K -$31.4K -3,005 -5%
WAM
34
Wolverine Asset Management
Illinois
$541K +$90K +8,618 +20%
Goldman Sachs
35
Goldman Sachs
New York
$526K – – –
Brown Advisory
36
Brown Advisory
Maryland
$496K +$501K +47,970 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$491K -$296K -28,351 -37%
SPIA
38
Steward Partners Investment Advisory
New York
$485K +$78.8K +7,553 +19%
MIG
39
Mariner Investment Group
New York
$368K +$372K +35,611 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$362K -$14.3K -1,367 -4%
LCM
41
Landscape Capital Management
New Jersey
$345K -$525K -50,294 -60%
QCIG
42
Quad-Cities Investment Group
Iowa
$303K -$104K -9,929 -25%
AP
43
Americana Partners
Texas
$301K +$253K +24,200 New
AWA
44
Alaska Wealth Advisors
Alaska
$295K – – –
PCS
45
Personal CFO Solutions
New Jersey
$239K +$137K +13,108 +131%
PA
46
PFG Advisors
Arizona
$228K – – –
RP
47
Riverbridge Partners
Minnesota
$224K +$226K +21,667 New
KAS
48
Kestra Advisory Services
Texas
$220K +$10.7K +1,025 +5%
LA
49
LexAurum Advisors
Kansas
$208K – – –
ASN
50
Advisory Services Network
Georgia
$207K – – –
1
2
3 4 5

VMO Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2022, worth a combined $157M — up 5.3% from $149M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VMO positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.6M. The largest seller was JFS Wealth Advisors, cutting an estimated $2.83M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $157M of Invesco Municipal Opportunity Trust stock for Q2 2022, up 5.3% quarter-over-quarter.
  • 19 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2022 was Bramshill Investments, an estimated $15.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2022.