VMO icon

Invesco Municipal Opportunity Trust
VMO

Overview Fund Activity

109 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.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% 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
11
Increased
32
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$17M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.26M
3
BI
3
Bramshill Investments
Florida
$42M
4
AA
4
AQR Arbitrage
Connecticut
$3.74M
5
LSC
5
Logan Stone Capital
Illinois
$3.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.27M
2
RCM
2
Robinson Capital Management
Michigan
$2.08M
3
BlackRock
3
BlackRock
New York
$1.01M
4
UBS Group
4
UBS Group
Switzerland
$13.1M
5
SIA
5
Sit Investment Associates
Minnesota
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.01M +$7.4K +899 +0.7%
BlackRock
27
BlackRock
New York
$1.01M -$1.01M -123,084 -50%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$985K +$7.18K +872 +0.7%
SCM
29
Saba Capital Management
New York
$972K +$972K +118,051 New
DWM
30
Dakota Wealth Management
Florida
$948K -$13.2K -1,600 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$809K +$41 +5 +0%
CWA
32
Capital Wealth Alliance
Arizona
$675K -$9.79K -1,189 -1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$647K +$34.3K +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 -$34.1K -4,148 -6%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$498K -$88K -10,695 -15%
Ameriprise
38
Ameriprise
Minnesota
$492K +$50.2K +6,105 +11%
SPIA
39
Steward Partners Investment Advisory
New York
$478K +$8.45K +1,027 +2%
PFA
40
Petra Financial Advisors
Colorado
$473K -$24.7K -3,000 -5%
LCM
41
Landscape Capital Management
New Jersey
$460K +$243K +29,488 +112%
MWM
42
Melfa Wealth Management
Massachusetts
$429K +$107 +13 +0%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$428K +$231 +28 +0.1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$364K +$33 +4 +0%
Bank of America
45
Bank of America
North Carolina
$360K -$10.8K -1,314 -3%
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$295K -$292K -34,120 -50%
CAM
47
Crestone Asset Management
Colorado
$254K +$254K +30,852 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$243K +$17.9K +2,170 +8%
MFG
49
Merit Financial Group
Georgia
$238K -$428 -52 -0.2%
AWA
50
Alaska Wealth Advisors
Alaska
$235K – – –
1
2
3 4 5