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Invesco Municipal Opportunity Trust
VMO

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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more capital invested

Capital invested by funds: $172M → $229M (+$57.3M)

5% more funds holding

Funds holding: 110 → 115 (+5)

4.42% more ownership

Funds ownership: 30.98% → 35.4% (+4.4%)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.68%
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
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$5.56M
2
KIM
Karpus Investment Management
New York
+$5.3M
3
RCM
Robinson Capital Management
Michigan
+$4.26M
4
BI
Bramshill Investments
Florida
+$4.07M
5
LSC
Logan Stone Capital
Illinois
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.58M
2
SIA
Sit Investment Associates
Minnesota
-$2.32M
3
JWA
JFS Wealth Advisors
Pennsylvania
-$2.14M
4
RJT
Raymond James Trust
Florida
-$1.02M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$1.25M +$131K +14,989 +13%
Ameriprise
27
Ameriprise
Minnesota
$1.23M +$598K +68,233 +114%
BlackRock
28
BlackRock
New York
$1.18M – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.13M -$48K -5,481 -4%
GAMC
30
Garner Asset Management Corp
Texas
$1.05M -$311K -35,513 -25%
GP
31
Gridiron Partners
Pennsylvania
$871K +$794K +90,638 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$810K +$92.1K +10,510 +17%
SPIA
33
Steward Partners Investment Advisory
New York
$726K +$154K +17,546 +30%
AGM
34
Alpine Global Management
New York
$684K +$624K +71,200 New
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$672K – – –
RIL
36
Rothschild Investment LLC
Illinois
$606K +$552K +63,027 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$567K -$531K -60,659 -51%
PFA
38
Petra Financial Advisors
Colorado
$552K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$547K +$406K +46,311 +444%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$512K +$11.2K +1,282 +2%
N
41
Nuveen
North Carolina
$503K +$459K +52,386 New
GWMR
42
GC Wealth Management RIA
Massachusetts
$503K +$459K +52,349 New
GM
43
GeoWealth Management
Illinois
$503K +$459K +52,349 New
Invesco
44
Invesco
Georgia
$493K +$449K +51,260 New
Goldman Sachs
45
Goldman Sachs
New York
$490K +$446K +50,962 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$450K -$120K -13,657 -23%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$425K -$9 -1 -0%
MWM
48
Melfa Wealth Management
Massachusetts
$416K +$105 +12 +0%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$400K -$497K -56,768 -58%
FPCP
50
Fort Point Capital Partners
California
$398K +$363K +41,430 New
1
2
3 4 5

VMO Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2023, worth a combined $229M — up 33% from $172M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.56M. The largest seller was UBS Group, cutting an estimated $4.58M.

  • 115 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $229M of Invesco Municipal Opportunity Trust stock for Q4 2023, up 33% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2023 and 13 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2023 was Saba Capital Management, an estimated $5.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2023 was UBS Group, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2023.