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Invesco Municipal Opportunity Trust

91 hedge funds and large institutions have $151M invested in Invesco Municipal Opportunity Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

18% more capital invested

Capital invested by funds: $128M → $151M (+$23M)

2.29% more ownership

Funds ownership: 16.54%18.83% (+2.3%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$197K
MFW
52
Meristem Family Wealth
Minnesota
$192K
SRC
53
Shufro Rose & Co
New York
$184K
SPC
54
Sigma Planning Corp
Michigan
$183K +$796 +69 +0.4%
SCM
55
Stordahl Capital Management
Colorado
$178K
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$173K
CF
57
Centaurus Financial
California
$142K -$46.1K -4,000 -25%
RA
58
Riverstone Advisors
Texas
$140K +$136K +11,775 New
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$137K -$5.57K -483 -4%
FAAS
60
First Allied Advisory Services
California
$133K +$129K +11,225 New
FCA
61
FinTrust Capital Advisors
South Carolina
$119K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$117K -$8.3K -720 -7%
SMG
63
Spectrum Management Group
Indiana
$100K
CAN
64
Cetera Advisor Networks
California
$94K +$91.8K +7,959 New
PAG
65
Private Advisor Group
New Jersey
$83K +$80.4K +6,970 New
PFBT
66
Parkside Financial Bank & Trust
Missouri
$70K
APA
67
American Portfolios Advisors
New York
$59.3K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$52K -$1.14K -99 -2%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$36K
EIP
70
Ellis Investment Partners
Pennsylvania
$32K +$392 +34 +1%
US Bancorp
71
US Bancorp
Minnesota
$31K -$3.58K -310 -11%
RCA
72
Ranch Capital Advisors
Florida
$29K
KPW
73
Kore Private Wealth
New York
$25K
FEG
74
Financial Enhancement Group
Indiana
$23K +$22.6K +1,960 New
FMII
75
Farmers & Merchants Investments Inc
Nebraska
$21K

VMO Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2020, worth a combined $151M — up 18% from $128M a quarter earlier.

Fund positioning in VMO was balanced in Q2 2020: 10 funds opened new positions, 10 closed out, 30 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $10.6M. The largest seller was Karpus Investment Management, cutting an estimated $8.9M.

  • 91 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $151M of Invesco Municipal Opportunity Trust stock for Q2 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2020 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2020 was Bramshill Investments, an estimated $10.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2020 was Karpus Investment Management, an estimated $8.9M sold.

Based on aggregated 13F filings for Q2 2020.