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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$1.25M +$144K +14,989 +13%
Ameriprise
27
Ameriprise
Minnesota
$1.23M +$656K +68,233 +114%
BlackRock
28
BlackRock
New York
$1.18M – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.13M -$52.7K -5,481 -4%
GAMC
30
Garner Asset Management Corp
Texas
$1.05M -$342K -35,513 -25%
GP
31
Gridiron Partners
Pennsylvania
$871K +$871K +90,638 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$810K +$117K +10,510 +17%
SPIA
33
Steward Partners Investment Advisory
New York
$726K +$169K +17,546 +30%
AGM
34
Alpine Global Management
New York
$684K +$684K +71,200 New
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$672K – – –
RIL
36
Rothschild Investment LLC
Illinois
$606K +$606K +63,027 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$567K -$583K -60,659 -51%
PFA
38
Petra Financial Advisors
Colorado
$552K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$547K +$446K +46,311 +444%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$512K +$12.3K +1,282 +2%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$503K +$503K +52,386 New
GWMR
42
GC Wealth Management RIA
Massachusetts
$503K +$503K +52,349 New
GM
43
GeoWealth Management
Illinois
$503K +$503K +52,349 New
Invesco
44
Invesco
Georgia
$493K +$493K +51,260 New
Goldman Sachs
45
Goldman Sachs
New York
$490K +$490K +50,962 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$450K -$131K -13,657 -23%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$425K -$10 -1 -0%
MWM
48
Melfa Wealth Management
Massachusetts
$416K +$96 +12 +0%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$400K -$546K -56,768 -58%
FPCP
50
Fort Point Capital Partners
California
$398K +$398K +41,430 New
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