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Invesco Municipal Opportunity Trust

108 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.58% less ownership

Funds ownership: 33.07%30.49% (-2.6%)

7% less funds holding

Funds holding: 116108 (-8)

10% less capital invested

Capital invested by funds: $217M → $195M (-$21.5M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.16M +$68.3K +7,027 +6%
GAMC
27
Garner Asset Management Corp
Texas
$1.08M -$29K -2,986 -3%
Invesco
28
Invesco
Georgia
$1.06M -$388K -39,940 -26%
GP
29
Gridiron Partners
Pennsylvania
$860K
SWA
30
Stratos Wealth Advisors
Ohio
$851K +$25.7K +2,644 +3%
HIP
31
HUB Investment Partners
Texas
$839K -$17.5K -1,803 -2%
WCMNY
32
Westchester Capital Management (New York)
New York
$801K
PA
33
Planning Alternatives
Michigan
$693K +$330K +34,000 +87%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$675K +$274K +28,168 +66%
AIA
35
Absolute Investment Advisers
Florida
$604K
Bank of New York Mellon
36
Bank of New York Mellon
New York
$603K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$601K +$72.4K +7,447 +13%
PFA
38
Petra Financial Advisors
Colorado
$545K
NA
39
NewEdge Advisors
Louisiana
$544K +$38.3K +3,937 +7%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$508K +$165K +16,940 +46%
RIL
41
Rothschild Investment LLC
Illinois
$467K -$189K -19,500 -28%
DWM
42
Dakota Wealth Management
Florida
$434K -$1.28K -132 -0.3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$421K +$62.4K +6,422 +17%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$415K +$49.8K +5,120 +13%
MWM
45
Melfa Wealth Management
Massachusetts
$412K +$214 +22 +0.1%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$412K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$380K +$3.01K +310 +0.8%
CIA
48
Concurrent Investment Advisors
Florida
$376K +$131K +13,524 +52%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$349K +$64.7K +6,655 +22%
N
50
Nuveen
North Carolina
$309K -$441K -45,427 -58%

VMO Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2025, worth a combined $195M — down 9.9% from $217M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VMO and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 41 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.23M. The largest seller was Saba Capital Management, exiting entirely with an estimated $21.2M sold.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $195M of Invesco Municipal Opportunity Trust stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2025 and 17 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2025 was Guggenheim Capital, an estimated $2.23M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2025 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2025.