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Invesco Municipal Opportunity Trust
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Overview Fund Activity

105 hedge funds and large institutions have $181M invested in Invesco Municipal Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
42
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$6.85M
2
GC
2
Guggenheim Capital
Illinois
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
UBS Group
4
UBS Group
Switzerland
$13.1M
5
AAM
5
Advisors Asset Management
Colorado
$2.99M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.73M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
KIM
3
Karpus Investment Management
New York
$7.42M
4
LPL Financial
4
LPL Financial
California
$1.74M
5
Raymond James Financial
5
Raymond James Financial
Florida
$7.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$338K 36,784 +4,878 +15%
SG
52
StoneX Group
New York
$304K 33,143 +3,078 +10%
NL
53
Nuveen LLC
North Carolina
$299K 32,559 – –
QL
54
Quarry LP
New York
$298K 32,500 – –
AC
55
AlphaCore Capital
California
$297K 32,393 +652 +2%
Brown Advisory
56
Brown Advisory
Maryland
$295K 32,187 +6,676 +26%
BB
57
Burford Brothers
Texas
$263K 28,650 +28,650 New
AWA
58
Alaska Wealth Advisors
Alaska
$262K 28,550 – –
ACA
59
Ackerman Capital Advisors
Texas
$256K 27,917 +17,706 +173%
IWS
60
Insight Wealth Strategies
California
$244K 26,410 +532 +2%
RP
61
Riverbridge Partners
Minnesota
$241K 26,289 +1,323 +5%
CIA
62
Concurrent Investment Advisors
Florida
$230K 25,029 -14,635 -37%
CL
63
Choreo LLC
Illinois
$192K 20,957 +7,131 +52%
SQA
64
Simon Quick Advisors
New Jersey
$192K 20,929 +599 +3%
BHWM
65
Bar Harbor Wealth Management
New Hampshire
$182K 19,795 – –
FAM
66
Formidable Asset Management
Ohio
$179K 18,850 – –
SRC
67
Shufro Rose & Co
New York
$176K 18,500 – –
KPWS
68
Kestra Private Wealth Services
Texas
$159K 17,295 +102 +0.6%
CIA
69
Capital Investment Advisors
Georgia
$155K 16,913 – –
KA
70
Kercheville Advisors
Texas
$147K 16,067 +1,000 +7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$147K 16,013 +16,013 New
PB
72
Pinnacle Bancorp
Nebraska
$138K 15,000 – –
CAM
73
Cresset Asset Management
Illinois
$132K 14,401 +1 +0%
STA
74
Summit Trail Advisors
New York
$122K 13,270 +553 +4%
Cerity Partners
75
Cerity Partners
New York
$119K 12,964 – –
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