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Invesco Municipal Opportunity Trust
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Overview Fund Activity

103 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
26
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$11.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.71M
3
UBS Group
UBS Group
Switzerland
+$1.38M
4
PPA
Parametric Portfolio Associates
Washington
+$1.38M
5
Stifel Financial
Stifel Financial
Missouri
+$726K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.49M
2
WAM
Wolverine Asset Management
Illinois
-$2.48M
3
Morgan Stanley
Morgan Stanley
New York
-$988K
4
LCM
Landscape Capital Management
New Jersey
-$494K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$234K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$222K +$1.02K +87 +0.5%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$217K +$8.76K +747 +4%
CF
54
Centaurus Financial
California
$216K – – –
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$216K – – –
CCG
56
Ceeto Capital Group
Florida
$210K – – –
CIA
57
Capital Investment Advisors
Georgia
$208K -$77.2K -6,595 -27%
DA
58
Doliver Advisors
Texas
$188K -$41.8K -3,562 -18%
PA
59
Planning Alternatives
Michigan
$186K – – –
EDRIA
60
Edmonds Duncan Registered Investment Advisors
Kansas
$182K +$141 +12 +0.1%
SCM
61
Stordahl Capital Management
Colorado
$179K – – –
RJT
62
Raymond James Trust
Florida
$172K – – –
WS
63
Wedbush Securities
California
$169K +$17.9K +1,525 +12%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$162K +$13.9K +1,180 +9%
HIIFS
65
Harel Insurance Investments & Financial Services
Israel
$148K -$164K -3,500 Closed
DADC
66
D.A. Davidson & Co
Montana
$148K – – –
HCM
67
Hollencrest Capital Management
California
$144K – – –
FAAS
68
First Allied Advisory Services
California
$143K – – –
BCP
69
Berkeley Capital Partners
Georgia
$130K – – –
IA
70
IFP Advisors
Florida
$122K -$2.99K -254 -2%
MML Investors Services
71
MML Investors Services
Massachusetts
$120K – – –
EFS
72
Essex Financial Services
Connecticut
$118K – – –
MPI
73
Mairs & Power Inc
Minnesota
$117K +$117K +10,000 New
GWM
74
Geneos Wealth Management
Colorado
$100K -$33.9K -2,901 -25%
TCM
75
Tradewinds Capital Management
Washington
$100K – – –
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3
4 5