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Invesco Municipal Opportunity Trust

111 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

10% more funds holding

Funds holding: 101111 (+10)

1% more capital invested

Capital invested by funds: $182M → $185M (+$2.22M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 30.1%28.63% (-1.5%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
36
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
26
Gridiron Partners
Pennsylvania
$867K -$13.6M -1,412,192 -94%
SWA
27
Stratos Wealth Advisors
Ohio
$852K
WFP
28
Worthington Financial Partners
Ohio
$826K +$832K +86,339 New
Osaic Holdings
29
Osaic Holdings
Arizona
$790K +$41.9K +4,349 +6%
PA
30
Planning Alternatives
Michigan
$699K
WAAG
31
Wealth Alliance Advisory Group
Kansas
$668K +$111K +11,515 +20%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$668K
HIP
33
HUB Investment Partners
Texas
$644K -$25.7K -2,663 -4%
SPIA
34
Steward Partners Investment Advisory
New York
$632K -$146K -15,150 -19%
CAM
35
Concorde Asset Management
Michigan
$610K +$71.4K +7,411 +13%
Invesco
36
Invesco
Georgia
$606K -$397K -41,171 -39%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$602K
Goldman Sachs
38
Goldman Sachs
New York
$514K +$25.1K +2,600 +5%
PFA
39
Petra Financial Advisors
Colorado
$491K -$61.4K -6,372 -11%
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$465K +$302K +31,350 +182%
PWS
41
Pursuit Wealth Strategies
North Carolina
$413K +$416K +43,176 New
LOPW
42
Live Oak Private Wealth
North Carolina
$412K
MWM
43
Melfa Wealth Management
Massachusetts
$409K -$6.71K -696 -2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$369K -$6.55K -680 -2%
CL
45
Choreo LLC
Illinois
$363K +$114K +11,823 +46%
AC
46
AlphaCore Capital
California
$322K +$6.25K +648 +2%
CIA
47
Concurrent Investment Advisors
Florida
$320K +$23.5K +2,435 +8%
N
48
Nuveen
North Carolina
$312K
Bank of America
49
Bank of America
North Carolina
$306K -$36.4K -3,773 -11%
SG
50
StoneX Group
New York
$298K +$10.5K +1,093 +4%