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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $216M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
41
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$41.6M
2
RCM
2
Robinson Capital Management
Michigan
$16.5M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.45M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
GC
5
Guggenheim Capital
Illinois
$9.19M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$21.2M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$12.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$335K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.31M +$42.4K +4,365 +3%
GAMC
27
Garner Asset Management Corp
Texas
$1.14M +$14.7K +1,507 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.14M +$74.5K +7,665 +7%
SPIA
29
Steward Partners Investment Advisory
New York
$1.12M +$130K +13,364 +13%
GP
30
Gridiron Partners
Pennsylvania
$881K – – –
HIP
31
HUB Investment Partners
Texas
$876K +$67.4K +6,939 +8%
SWA
32
Stratos Wealth Advisors
Ohio
$846K -$68.8K -7,080 -8%
WCMNY
33
Westchester Capital Management (New York)
New York
$820K -$118K -12,095 -13%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$758K +$83.6K +8,600 +12%
RIL
35
Rothschild Investment LLC
Illinois
$668K -$875 -90 -0.1%
IAA
36
Independent Advisor Alliance
North Carolina
$640K +$640K +65,841 New
AIA
37
Absolute Investment Advisers
Florida
$618K +$47.6K +4,900 +8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$617K +$381K +39,155 +161%
PFA
39
Petra Financial Advisors
Colorado
$558K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$543K +$7.47K +769 +1%
NA
41
NewEdge Advisors
Louisiana
$519K +$41.8K +4,303 +9%
DWM
42
Dakota Wealth Management
Florida
$446K +$9.19K +945 +2%
MWM
43
Melfa Wealth Management
Massachusetts
$422K +$214 +22 +0.1%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$421K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$417K +$39 +4 +0%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$386K +$15.3K +1,578 +4%
PA
47
Planning Alternatives
Michigan
$379K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$375K +$140K +14,397 +59%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$369K +$52.4K +5,394 +17%
WAAG
50
Wealth Alliance Advisory Group
Kansas
$356K +$356K +36,600 New
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