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Invesco Municipal Opportunity Trust
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Overview Fund Activity

76 hedge funds and large institutions have $117M invested in Invesco Municipal Opportunity Trust in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
21
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.5M
2
SIA
2
Sit Investment Associates
Minnesota
$3.05M
3
AAM
3
Advisors Asset Management
Colorado
$3.67M
4
Wells Fargo
4
Wells Fargo
California
$1.96M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$768K

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.99M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.03M
3
CA
3
Cornerstone Advisors
North Carolina
$1.95M
4
DA
4
Doliver Advisors
Texas
$0
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$173K -$152K -11,850 -47%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$171K -$50.4K -3,929 -23%
DS
53
DRW Securities
Illinois
$167K -$18K -1,400 -10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$159K +$859 +67 +0.5%
UR
55
USCA RIA
Texas
$151K – – –
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$140K -$15.3K -1,185 -10%
Creative Planning
57
Creative Planning
Kansas
$110K +$219 +17 +0.2%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$103K – – –
NPC
59
National Planning Corporation
California
$92.9K +$92.9K +7,105 New
NES
60
New England Securities
New York
$61K – – –
US Bancorp
61
US Bancorp
Minnesota
$52K – – –
FMII
62
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
SSB
63
Sandy Spring Bank
Maryland
$30K – – –
First Manhattan
64
First Manhattan
New York
$25K +$26 +2 +0.1%
CFA
65
Carroll Financial Associates
North Carolina
$24K – – –
AIG
66
American International Group
New York
$16.1K – – –
EFSCE
67
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
CHP
68
Cable Hill Partners
Oregon
$14K +$14K +1,100 New
NFG
69
Next Financial Group
Texas
$11K -$29.3K -2,229 -73%
MFS
70
MSI Financial Services
Massachusetts
$6K -$18.4K -1,536 -75%
FAM
71
Formidable Asset Management
Ohio
$5K – – –
Northern Trust
72
Northern Trust
Illinois
$5K – – –
HCM
73
Horrell Capital Management
Arkansas
$4K – – –
CWM
74
Cranbrook Wealth Management
Michigan
$4K +$4K +289 New
TWA
75
TCI Wealth Advisors
Arizona
$3K – – –
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3
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