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Invesco Municipal Opportunity Trust
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Overview Fund Activity

70 hedge funds and large institutions have $102M invested in Invesco Municipal Opportunity Trust in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$11M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$1.79M
3
AAM
3
Advisors Asset Management
Colorado
$2.54M
4
KIM
4
Karpus Investment Management
New York
$19.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.8M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$19.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.56M
4
NCM
4
Newgate Capital Management
Connecticut
$0
5
GEM
5
Global Endowment Management
North Carolina
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$151K +$60.5K +4,818 +67%
UR
52
USCA RIA
Texas
$147K – – –
Creative Planning
53
Creative Planning
Kansas
$107K +$6.42K +511 +6%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$100K +$18.1K +1,450 +22%
TJHA
55
Thomas J. Herzfeld Advisors
Florida
$76K – – –
NES
56
New England Securities
New York
$59K – – –
US Bancorp
57
US Bancorp
Minnesota
$50K -$20.7K -1,667 -29%
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
NFG
59
Next Financial Group
Texas
$38K +$38K +3,066 New
SSB
60
Sandy Spring Bank
Maryland
$30K – – –
MFS
61
MSI Financial Services
Massachusetts
$26K +$19.6K +1,536 +307%
First Manhattan
62
First Manhattan
New York
$24K -$12 -1 -0.1%
CFA
63
Carroll Financial Associates
North Carolina
$23K – – –
AIG
64
American International Group
New York
$15.7K – – –
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
Northern Trust
66
Northern Trust
Illinois
$5K -$1.97K -16,322 -28%
DOA
67
D'Orazio & Associates
Virginia
$5K – – –
HCM
68
Horrell Capital Management
Arkansas
$4K – – –
FAM
69
Formidable Asset Management
Ohio
$4K – – –
TWA
70
TCI Wealth Advisors
Arizona
$3K +$3K +224 New
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +131 New
MIG
72
Mariner Investment Group
New York
– -$1.64M -130,285 Closed
NCM
73
Newgate Capital Management
Connecticut
– -$892K -70,814 Closed
TC
74
TFS Capital
Pennsylvania
– -$608K -48,289 Closed
VKH
75
Virtu KCG Holdings
New York
– -$175K -13,924 Closed
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