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Invesco Municipal Opportunity Trust
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Overview Fund Activity

103 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$15.3M
2
BI
2
Bramshill Investments
Florida
$45.7M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.37M
4
SIA
4
Sit Investment Associates
Minnesota
$14M
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.49M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$15M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.61M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.15M -$145K -14,822 -11%
DWM
27
Dakota Wealth Management
Florida
$1.15M +$645K +65,800 +129%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$989K +$125K +12,758 +14%
AAM
29
Advisors Asset Management
Colorado
$957K -$31.7K -3,234 -3%
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$771K -$49.1K -5,000 -6%
CWA
31
Capital Wealth Alliance
Arizona
$753K +$179K +18,338 +31%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$698K +$35.9K +3,657 +5%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$686K +$686K +69,900 New
Brown Advisory
34
Brown Advisory
Maryland
$646K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$611K -$38.6K -3,565 -6%
PFA
36
Petra Financial Advisors
Colorado
$593K – – –
Stifel Financial
37
Stifel Financial
Missouri
$572K -$24.6K -2,503 -4%
SPIA
38
Steward Partners Investment Advisory
New York
$560K -$50.5K -5,146 -8%
Bank of America
39
Bank of America
North Carolina
$514K -$96K -9,787 -16%
Ameriprise
40
Ameriprise
Minnesota
$514K -$16.4K -1,676 -3%
MWM
41
Melfa Wealth Management
Massachusetts
$511K +$128 +13 +0%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$509K -$6.49K -662 -1%
FAIM
43
Financial Advocates Investment Management
Washington
$495K -$5.29K -539 -1%
Invesco
44
Invesco
Georgia
$431K -$506K -51,537 -54%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$335K +$335K +34,190 New
AWA
46
Alaska Wealth Advisors
Alaska
$280K – – –
WP
47
Woodline Partners
California
$272K +$272K +27,728 New
SI
48
Stephens Inc
Arkansas
$238K -$98.1K -10,000 -29%
RP
49
Riverbridge Partners
Minnesota
$234K +$6.51K +664 +3%
LCM
50
Landscape Capital Management
New Jersey
$224K -$88.6K -9,030 -28%
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