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Invesco Municipal Opportunity Trust

107 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $216M → $195M (-$21.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.18M
2 +$2.15M
3 +$1.7M
4
UBS Group
UBS Group
Switzerland
+$1.65M
5
LPL Financial
LPL Financial
California
+$765K

Top Sellers

1 -$21.2M
2 -$2.47M
3 -$2.26M
4
SIA
Sit Investment Associates
Minnesota
-$1.25M
5
VanEck Associates
VanEck Associates
New York
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.16M
GAMC
27
Garner Asset Management Corp
Texas
$1.08M
Invesco
28
Invesco
Georgia
$1.06M
GP
29
Gridiron Partners
Pennsylvania
$860K
SWA
30
Stratos Wealth Advisors
Ohio
$851K
HIP
31
HUB Investment Partners
Texas
$839K
WCMNY
32
Westchester Capital Management (New York)
New York
$801K
PA
33
Planning Alternatives
Michigan
$693K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$675K
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
PFA
38
Petra Financial Advisors
Colorado
$545K
NA
39
NewEdge Advisors
Louisiana
$544K
WAAG
40
Wealth Alliance Advisory Group
Kansas
$508K
RIL
41
Rothschild Investment LLC
Illinois
$467K
DWM
42
Dakota Wealth Management
Florida
$434K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$421K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$415K
MWM
45
Melfa Wealth Management
Massachusetts
$412K
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$412K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$380K
CIA
48
Concurrent Investment Advisors
Florida
$376K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$349K
NL
50
Nuveen LLC
North Carolina
$309K