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Invesco Municipal Opportunity Trust
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Overview Fund Activity

118 hedge funds and large institutions have $232M invested in Invesco Municipal Opportunity Trust in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$24.3M
2
RCM
2
Robinson Capital Management
Michigan
$12.2M
3
KAS
3
Kestra Advisory Services
Texas
$2.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.02M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.49M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
KIM
2
Karpus Investment Management
New York
$11.8M
3
SCM
3
Saba Capital Management
New York
$63.9M
4
AA
4
AQR Arbitrage
Connecticut
$1.55M
5
AIA
5
Angeles Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$1.29M 125,318 -92,506 -42%
LSC
27
Logan Stone Capital
Illinois
$1.23M 119,655 -153,540 -56%
Stifel Financial
28
Stifel Financial
Missouri
$1.2M 117,063 +30,463 +35%
GAMC
29
Garner Asset Management Corp
Texas
$1.19M 115,747 -9,184 -7%
Ameriprise
30
Ameriprise
Minnesota
$1.18M 115,003 +14,894 +15%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.12M 109,158 -1,876 -2%
SPIA
32
Steward Partners Investment Advisory
New York
$1.05M 101,829 +17,077 +20%
WCMNY
33
Westchester Capital Management (New York)
New York
$991K 96,458 -129,618 -57%
SWA
34
Stratos Wealth Advisors
Ohio
$967K 94,131 +6,866 +8%
GP
35
Gridiron Partners
Pennsylvania
$931K 90,638 – –
HIP
36
HUB Investment Partners
Texas
$855K 83,231 -22,124 -21%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$713K 69,386 +9,400 +16%
RIL
38
Rothschild Investment LLC
Illinois
$707K 68,797 +5,500 +9%
AIA
39
Absolute Investment Advisers
Florida
$603K 58,700 – –
PFA
40
Petra Financial Advisors
Colorado
$590K 57,440 – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$566K 55,144 -4,388 -7%
NA
42
NewEdge Advisors
Louisiana
$505K 49,125 +35,606 +263%
HighTower Advisors
43
HighTower Advisors
Illinois
$496K 48,162 +48,162 New
DWM
44
Dakota Wealth Management
Florida
$462K 44,949 -70,000 -61%
MWM
45
Melfa Wealth Management
Massachusetts
$446K 43,384 +20 +0%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$445K 43,363 -38,537 -47%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$441K 42,920 -1,280 -3%
PA
48
Planning Alternatives
Michigan
$401K 39,000 – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$390K 38,167 +649 +2%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$379K 36,874 -177,477 -83%
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