We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust
VMO

108 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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

31% more capital invested

Capital invested by funds: $140M → $183M (+$42.8M)

4.49% more ownership

Funds ownership: 22.91% → 27.41% (+4.5%)

2% more funds holding

Funds holding: 106 → 108 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.74%
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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.86M
3
RCM
Rivernorth Capital Management
Florida
+$3.54M
4
BI
Bramshill Investments
Florida
+$2.71M
5
SIA
Sit Investment Associates
Minnesota
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.71M
2
AAM
Advisors Asset Management
Colorado
-$982K
3
WAM
Wolverine Asset Management
Illinois
-$662K
4
Bank of America
Bank of America
North Carolina
-$660K
5
Invesco
Invesco
Georgia
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.08M +$443K +47,736 +78%
AAM
27
Advisors Asset Management
Colorado
$998K -$982K -105,729 -51%
LPL Financial
28
LPL Financial
California
$962K +$247K +26,626 +38%
Invesco
29
Invesco
Georgia
$946K -$580K -62,397 -40%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$872K -$235K -25,310 -22%
SFWA
31
Summit Financial Wealth Advisors
Louisiana
$828K -$118K -12,700 -13%
WAM
32
Weiss Asset Management
Massachusetts
$763K +$715K +76,974 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$669K +$5.67K +610 +0.9%
Brown Advisory
34
Brown Advisory
Maryland
$652K +$166K +17,848 +37%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$634K +$194K +20,868 +53%
Bank of America
36
Bank of America
North Carolina
$617K -$660K -71,019 -53%
SPIA
37
Steward Partners Investment Advisory
New York
$616K +$98.7K +10,621 +21%
Stifel Financial
38
Stifel Financial
Missouri
$603K +$4.67K +503 +0.8%
PFA
39
Petra Financial Advisors
Colorado
$599K +$561K +60,440 New
CWA
40
Capital Wealth Alliance
Arizona
$576K +$3.32K +357 +0.6%
Ameriprise
41
Ameriprise
Minnesota
$536K +$44.7K +4,813 +10%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$521K +$2.11K +227 +0.4%
MWM
43
Melfa Wealth Management
Massachusetts
$516K +$483K +52,037 New
Goldman Sachs
44
Goldman Sachs
New York
$513K +$7.43K +800 +2%
FAIM
45
Financial Advocates Investment Management
Washington
$506K -$15.8K -1,699 -3%
DWM
46
Dakota Wealth Management
Florida
$505K +$474K +51,000 New
SI
47
Stephens Inc
Arkansas
$340K +$319K +34,300 New
LCM
48
Landscape Capital Management
New Jersey
$316K -$57.7K -6,212 -16%
AWA
49
Alaska Wealth Advisors
Alaska
$283K – – –
STA
50
Summit Trail Advisors
New York
$264K +$109K +11,733 +79%
1
2
3 4 5

VMO Hedge Fund Activity: Q4 2022 in Review

108 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2022, worth a combined $183M — up 31% from $140M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VMO positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $11.8M. The largest seller was UBS Group, cutting an estimated $2.71M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2022, up from 106 in Q3 2022.
  • Funds reported $183M of Invesco Municipal Opportunity Trust stock for Q4 2022, up 31% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $11.8M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2022 was UBS Group, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2022.