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Invesco Municipal Opportunity Trust
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Overview Fund Activity

89 hedge funds and large institutions have $127M 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, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.97%
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
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$13M
2
KIM
Karpus Investment Management
New York
+$9.13M
3
OCM
Oaktree Capital Management
California
+$5.11M
4
Stifel Financial
Stifel Financial
Missouri
+$2.08M
5
Goldman Sachs
Goldman Sachs
New York
+$1.67M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.44M
2
MSL
Mackay Shields LLC
New York
-$4.48M
3
PPA
Parametric Portfolio Associates
Washington
-$2.97M
4
VanEck Associates
VanEck Associates
New York
-$757K
5
Bank of America
Bank of America
North Carolina
-$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$190K -$15K -1,310 -7%
MFW
52
Meristem Family Wealth
Minnesota
$185K – – –
CF
53
Centaurus Financial
California
$183K -$1.72K -150 -0.9%
SRC
54
Shufro Rose & Co
New York
$177K – – –
SPC
55
Sigma Planning Corp
Michigan
$176K +$733 +64 +0.4%
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$167K -$90.1K -7,874 -35%
SCM
57
Stordahl Capital Management
Colorado
$165K – – –
HCM
58
Hollencrest Capital Management
California
$140K – – –
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$139K +$139K +12,098 New
FCA
60
FinTrust Capital Advisors
South Carolina
$115K -$518K -45,000 -82%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$114K +$92.6K +8,421 +432%
SMG
62
Spectrum Management Group
Indiana
$97K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$68K – – –
APA
64
American Portfolios Advisors
New York
$57.3K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$52K – – –
FIA
66
FNY Investment Advisers
New York
$49K -$150K -13,264 -75%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$48K -$6.2K -537 -11%
US Bancorp
68
US Bancorp
Minnesota
$34K -$237K -20,256 -87%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$34K +$34K +3,010 New
EIP
70
Ellis Investment Partners
Pennsylvania
$30K +$351 +32 +1%
ASN
71
Advisory Services Network
Georgia
$27K +$27K +2,374 New
RCA
72
Ranch Capital Advisors
Florida
$26K – – –
KPW
73
Kore Private Wealth
New York
$24K – – –
TCM
74
Tradewinds Capital Management
Washington
$22K +$262 +23 +1%
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
1 2
3
4 5