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Invesco Municipal Opportunity Trust

116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 33.62%33.07% (-0.55%)

2% less funds holding

Funds holding: 118116 (-2)

7% less capital invested

Capital invested by funds: $232M → $217M (-$15.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% 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
18
Increased
41
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.31M +$43.4K +4,365 +3%
GAMC
27
Garner Asset Management Corp
Texas
$1.14M +$15K +1,507 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.14M +$76.3K +7,665 +7%
SPIA
29
Steward Partners Investment Advisory
New York
$1.12M +$133K +13,364 +13%
GP
30
Gridiron Partners
Pennsylvania
$881K
HIP
31
HUB Investment Partners
Texas
$876K +$69K +6,939 +8%
SWA
32
Stratos Wealth Advisors
Ohio
$846K -$70.4K -7,080 -8%
WCMNY
33
Westchester Capital Management (New York)
New York
$820K -$120K -12,095 -13%
N
34
Nuveen
North Carolina
$758K +$85.6K +8,600 +12%
RIL
35
Rothschild Investment LLC
Illinois
$668K -$895 -90 -0.1%
IAA
36
Independent Advisor Alliance
North Carolina
$640K +$655K +65,841 New
AIA
37
Absolute Investment Advisers
Florida
$618K +$48.8K +4,900 +8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$617K +$390K +39,155 +161%
PFA
39
Petra Financial Advisors
Colorado
$558K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$543K +$7.65K +769 +1%
NA
41
NewEdge Advisors
Louisiana
$519K +$42.8K +4,303 +9%
DWM
42
Dakota Wealth Management
Florida
$446K +$9.4K +945 +2%
MWM
43
Melfa Wealth Management
Massachusetts
$422K +$219 +22 +0.1%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$421K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$417K +$40 +4 +0%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$386K +$15.7K +1,578 +4%
PA
47
Planning Alternatives
Michigan
$379K
MG
48
Marex Group
$376K +$385K +38,700 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$375K +$143K +14,397 +59%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$369K +$53.7K +5,394 +17%

VMO Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.

  • 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.