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Invesco Municipal Opportunity Trust

105 hedge funds and large institutions have $170M invested in Invesco Municipal Opportunity Trust in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

2.16% less ownership

Funds ownership: 28.63%26.48% (-2.2%)

5% less funds holding

Funds holding: 111105 (-6)

8% less capital invested

Capital invested by funds: $185M → $170M (-$14.8M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
40
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$284K +$100K +10,285 +52%
AWA
52
Alaska Wealth Advisors
Alaska
$272K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$269K +$258K +26,474 +1,427%
IWS
54
Insight Wealth Strategies
California
$266K +$5.24K +537 +2%
HI
55
Harbour Investments
Wisconsin
$266K +$190K +19,428 +227%
Brown Advisory
56
Brown Advisory
Maryland
$254K
Jane Street
57
Jane Street
New York
$246K -$8.6K -881 -3%
SRC
58
Shufro Rose & Co
New York
$243K
ATPW
59
Ashton Thomas Private Wealth
Arizona
$206K +$45.9K +4,700 +28%
SWA
60
Stratos Wealth Advisors
Ohio
$203K -$661K -67,739 -76%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$201K +$206K +21,119 New
BHWM
62
Bar Harbor Wealth Management
New Hampshire
$188K
KA
63
Kercheville Advisors
Texas
$177K
KPWS
64
Kestra Private Wealth Services
Texas
$167K +$996 +102 +0.6%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$162K -$34.9K -3,573 -17%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$156K
VF
67
Virtu Financial
New York
$152K +$57K +5,834 +57%
BFM
68
Boothbay Fund Management
New York
$149K +$153K +15,680 New
HCM
69
Hollencrest Capital Management
California
$147K
PB
70
Pinnacle Bancorp
Nebraska
$143K
CAM
71
Cresset Asset Management
Illinois
$137K -$10 -1 -0%
CIA
72
Capital Investment Advisors
Georgia
$128K
EMAM
73
Encompass More Asset Management
California
$120K
RSA
74
River Street Advisors
Illinois
$119K
BCP
75
Berkeley Capital Partners
Georgia
$118K +$121K +12,387 New