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Invesco Municipal Opportunity Trust
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Overview Fund Activity

69 hedge funds and large institutions have $92.2M invested in Invesco Municipal Opportunity Trust in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-7
Holders Change %
-9.21%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
5
Increased
20
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NVIM
1
New Vernon Investment Management
Illinois
$6.05M
2
KIM
2
Karpus Investment Management
New York
$17.4M
3
U
3
UBS
Switzerland
$1.58M
4
MIG
4
Mariner Investment Group
New York
$1.95M
5
NCM
5
Newgate Capital Management
Connecticut
$1.02M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$6.58M
2
CA
2
Cornerstone Advisors
North Carolina
$2.37M
3
SCM
3
Summit Capital Management
Washington
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
WAM
5
Wolverine Asset Management
Illinois
$365K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$96K +$51.5K +4,234 +116%
M&T Bank
52
M&T Bank
New York
$90K – – –
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$82K +$1.61K +132 +2%
US Bancorp
54
US Bancorp
Minnesota
$81K -$35.6K -2,932 -31%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$80K – – –
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$66K -$6.66K -550 -9%
NES
57
New England Securities
New York
$57K +$54.5K +4,500 +2,174%
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$43K – – –
MFS
59
MSI Financial Services
Massachusetts
$31K – – –
SSB
60
Sandy Spring Bank
Maryland
$29K – – –
First Manhattan
61
First Manhattan
New York
$23K +$24 +2 +0.1%
CFA
62
Carroll Financial Associates
North Carolina
$22K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$20K +$20K +1,620 New
AIG
64
American International Group
New York
$15.2K – – –
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
Northern Trust
66
Northern Trust
Illinois
$7K -$2.86K -23,602 -29%
PAS
67
Partnervest Advisory Services
California
$4K – – –
FAM
68
Formidable Asset Management
Ohio
$4K – – –
DOA
69
D'Orazio & Associates
Virginia
$4K – – –
SCM
70
Summit Capital Management
Washington
– -$990K -84,507 Closed
SG Americas Securities
71
SG Americas Securities
New York
– -$692K -59,083 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$406K -34,704 Closed
OFG
73
OTA Financial Group
New York
– -$284 -24,261 Closed
RFC
74
Regions Financial Corp
Alabama
– -$176K -15,091 Closed
CAS
75
CTC Alternative Strategies
Illinois
– -$148K -12,610 Closed
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