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Invesco Municipal Opportunity Trust
VMO

110 hedge funds and large institutions have $172M invested in Invesco Municipal Opportunity Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 108 → 110 (+2)

1.47% more ownership

Funds ownership: 29.51% → 30.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

9% less capital invested

Capital invested by funds: $188M → $172M (-$16.2M)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.82M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.5M
3
BI
Bramshill Investments
Florida
+$2.2M
4
AA
AQR Arbitrage
Connecticut
+$2.03M
5
LSC
Logan Stone Capital
Illinois
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.27M
2
RCM
Robinson Capital Management
Michigan
-$1.26M
3
BlackRock
BlackRock
New York
-$1.12M
4
UBS Group
UBS Group
Switzerland
-$746K
5
SIA
Sit Investment Associates
Minnesota
-$720K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.01M +$8.21K +899 +0.7%
BlackRock
27
BlackRock
New York
$1.01M -$1.12M -123,084 -50%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$985K +$7.96K +872 +0.7%
SCM
29
Saba Capital Management
New York
$972K +$1.08M +118,051 New
DWM
30
Dakota Wealth Management
Florida
$948K -$14.6K -1,600 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$809K +$46 +5 +0%
CWA
32
Capital Wealth Alliance
Arizona
$675K -$10.9K -1,189 -1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$647K +$30.2K +3,303 +6%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$575K – – –
Brown Advisory
35
Brown Advisory
Maryland
$542K – – –
Stifel Financial
36
Stifel Financial
Missouri
$522K -$37.9K -4,148 -6%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$498K -$97.7K -10,695 -15%
Ameriprise
38
Ameriprise
Minnesota
$492K +$55.8K +6,105 +11%
SPIA
39
Steward Partners Investment Advisory
New York
$478K +$9.38K +1,027 +2%
PFA
40
Petra Financial Advisors
Colorado
$473K -$27.4K -3,000 -5%
LCM
41
Landscape Capital Management
New Jersey
$460K +$269K +29,488 +112%
MWM
42
Melfa Wealth Management
Massachusetts
$429K +$119 +13 +0%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$428K +$256 +28 +0.1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$364K +$37 +4 +0%
Bank of America
45
Bank of America
North Carolina
$360K -$12K -1,314 -3%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$295K -$312K -34,120 -50%
CAM
47
Crestone Asset Management
Colorado
$254K +$282K +30,852 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$243K +$19.8K +2,170 +8%
MFG
49
Merit Financial Group
Georgia
$238K -$475 -52 -0.2%
AWA
50
Alaska Wealth Advisors
Alaska
$235K – – –
1
2
3 4 5

VMO Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2023, worth a combined $172M — down 8.6% from $188M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VMO positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.82M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 110 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2023, up from 108 in Q2 2023.
  • Funds reported $172M of Invesco Municipal Opportunity Trust stock for Q3 2023, down 8.6% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2023 and 7 closed out, a net change of +4 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2023 was Rivernorth Capital Management, an estimated $2.82M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2023 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2023.