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Invesco Municipal Opportunity Trust
VMO

91 hedge funds and large institutions have $128M invested in Invesco Municipal Opportunity Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $119M → $128M (+$8.18M)

2.25% more ownership

Funds ownership: 14.3% → 16.54% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

4% less funds holding

Funds holding: 95 → 91 (-4)

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$14M
2
KIM
Karpus Investment Management
New York
+$9.85M
3
OCM
Oaktree Capital Management
California
+$5.51M
4
Stifel Financial
Stifel Financial
Missouri
+$2.25M
5
Goldman Sachs
Goldman Sachs
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$5.44M
2
MSL
Mackay Shields LLC
New York
-$4.48M
3
PPA
Parametric Portfolio Associates
Washington
-$3.21M
4
VanEck Associates
VanEck Associates
New York
-$816K
5
Bank of America
Bank of America
North Carolina
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
51
Ramiah Investment Group
Wisconsin
$198K -$14.6K -1,183 -6%
CIA
52
Capital Investment Advisors
Georgia
$190K -$16.2K -1,310 -7%
MFW
53
Meristem Family Wealth
Minnesota
$185K – – –
CF
54
Centaurus Financial
California
$183K -$1.85K -150 -0.9%
SRC
55
Shufro Rose & Co
New York
$177K – – –
SPC
56
Sigma Planning Corp
Michigan
$176K +$790 +64 +0.4%
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$167K -$97.2K -7,874 -35%
SCM
58
Stordahl Capital Management
Colorado
$165K – – –
HCM
59
Hollencrest Capital Management
California
$140K – – –
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$139K +$149K +12,098 New
FCA
61
FinTrust Capital Advisors
South Carolina
$115K -$556K -45,000 -82%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$114K +$104K +8,421 +432%
SMG
63
Spectrum Management Group
Indiana
$97K – – –
PFBT
64
Parkside Financial Bank & Trust
Missouri
$68K – – –
APA
65
American Portfolios Advisors
New York
$57.3K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$52K – – –
FIA
67
FNY Investment Advisers
New York
$49K -$164K -13,264 -75%
JP Morgan Chase
68
JP Morgan Chase
New York
$48K -$6.63K -537 -11%
US Bancorp
69
US Bancorp
Minnesota
$34K -$250K -20,256 -87%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$34K +$37.2K +3,010 New
EIP
71
Ellis Investment Partners
Pennsylvania
$30K +$395 +32 +1%
ASN
72
Advisory Services Network
Georgia
$27K +$29.3K +2,374 New
RCA
73
Ranch Capital Advisors
Florida
$26K – – –
KPW
74
Kore Private Wealth
New York
$24K – – –
TCM
75
Tradewinds Capital Management
Washington
$22K +$284 +23 +1%
1 2
3
4 5

VMO Hedge Fund Activity: Q1 2020 in Review

91 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2020, worth a combined $128M — up 6.8% from $119M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VMO and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 27 added.

The largest buyer was Bramshill Investments, adding an estimated $14M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $5.44M sold.

  • 91 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2020, down from 95 in Q4 2019.
  • Funds reported $128M of Invesco Municipal Opportunity Trust stock for Q1 2020, up 6.8% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2020 and 14 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2020 was Bramshill Investments, an estimated $14M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2020 was Robinson Capital Management, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2020.