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Invesco Municipal Opportunity Trust
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Overview Fund Activity

73 hedge funds and large institutions have $74.8M invested in Invesco Municipal Opportunity Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$7.67M
2
Bank of America
2
Bank of America
North Carolina
$8.77M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.18M
4
SIA
4
Sit Investment Associates
Minnesota
$6.58M
5
UBS Group
5
UBS Group
Switzerland
$6.65M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.22M
2
Invesco
2
Invesco
Georgia
$4.83M
3
TC
3
Telemus Capital
Michigan
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$778K
5
LPL Financial
5
LPL Financial
California
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
$129K +$129K +10,107 New
SG
52
Strid Group
Pennsylvania
$127K – – –
GWM
53
Geneos Wealth Management
Colorado
$87K – – –
NFG
54
Next Financial Group
Texas
$78K -$10.6K -837 -12%
BA
55
BCM Advisors
Louisiana
$72K +$72K +5,618 New
Creative Planning
56
Creative Planning
Kansas
$71K +$2.5K +196 +4%
US Bancorp
57
US Bancorp
Minnesota
$60K – – –
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$39K – – –
FIB
60
First Interstate Bank
Montana
$37K – – –
CFA
61
Carroll Financial Associates
North Carolina
$23K – – –
ZB
62
Zions Bancorporation
Utah
$23K – – –
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$17K +1,327 +337%
M
64
MOTCO
Texas
$17K +$17K +1,333 New
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
DADC
66
D.A. Davidson & Co
Montana
$14K -$1.72K -135 -11%
Northern Trust
67
Northern Trust
Illinois
$14K +$8.67K +68,191 +162%
FNBT
68
FineMark National Bank & Trust
Florida
$12K +$12K +911 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +920 New
DOA
70
D'Orazio & Associates
Virginia
$5K – – –
AIS
71
Accurate Investment Solutions
Pennsylvania
$3K – – –
EWM
72
Endurance Wealth Management
Rhode Island
$3K – – –
IWA
73
IBEX Wealth Advisors
New Jersey
$1K +$1K +60 New
TC
74
Telemus Capital
Michigan
– -$1.49M -104,299 Closed
KA
75
Kovack Advisors
Florida
– -$359K -25,213 Closed
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