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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $183M invested in Invesco Municipal Opportunity Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$12.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$8.44M
3
RCM
3
Rivernorth Capital Management
Florida
$8.92M
4
BI
4
Bramshill Investments
Florida
$43.2M
5
SIA
5
Sit Investment Associates
Minnesota
$13.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.8M
2
AAM
2
Advisors Asset Management
Colorado
$998K
3
Bank of America
3
Bank of America
North Carolina
$617K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$946K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.08M +$473K +47,736 +78%
AAM
27
Advisors Asset Management
Colorado
$998K -$1.05M -105,729 -51%
LPL Financial
28
LPL Financial
California
$962K +$264K +26,626 +38%
Invesco
29
Invesco
Georgia
$946K -$618K -62,397 -40%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$872K -$251K -25,310 -22%
SFWA
31
Summit Financial Wealth Advisors
Louisiana
$828K -$126K -12,700 -13%
WAM
32
Weiss Asset Management
Massachusetts
$763K +$763K +76,974 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$669K +$6.05K +610 +0.9%
Brown Advisory
34
Brown Advisory
Maryland
$652K +$177K +17,848 +37%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$634K +$220K +20,868 +53%
Bank of America
36
Bank of America
North Carolina
$617K -$704K -71,019 -53%
SPIA
37
Steward Partners Investment Advisory
New York
$616K +$105K +10,621 +21%
Stifel Financial
38
Stifel Financial
Missouri
$603K +$4.99K +503 +0.8%
PFA
39
Petra Financial Advisors
Colorado
$599K +$599K +60,440 New
CWA
40
Capital Wealth Alliance
Arizona
$576K +$3.51K +357 +0.6%
Ameriprise
41
Ameriprise
Minnesota
$536K +$47.7K +4,813 +10%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$521K +$2.25K +227 +0.4%
MWM
43
Melfa Wealth Management
Massachusetts
$516K +$516K +52,037 New
Goldman Sachs
44
Goldman Sachs
New York
$513K +$7.93K +800 +2%
FAIM
45
Financial Advocates Investment Management
Washington
$506K -$16.8K -1,699 -3%
DWM
46
Dakota Wealth Management
Florida
$505K +$505K +51,000 New
SI
47
Stephens Inc
Arkansas
$340K +$340K +34,300 New
LCM
48
Landscape Capital Management
New Jersey
$316K -$61.6K -6,212 -16%
AWA
49
Alaska Wealth Advisors
Alaska
$283K – – –
STA
50
Summit Trail Advisors
New York
$264K +$116K +11,733 +79%
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