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Invesco Municipal Opportunity Trust
VMO

88 hedge funds and large institutions have $160M invested in Invesco Municipal Opportunity Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $151M → $160M (+$9.61M)

0.63% more ownership

Funds ownership: 18.83% → 19.47% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 91 → 88 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$9.32M
2
Ameriprise
Ameriprise
Minnesota
+$5M
3
UBS Group
UBS Group
Switzerland
+$2.54M
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
JWA
JFS Wealth Advisors
Pennsylvania
+$435K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$4.61M
2
SIA
Sit Investment Associates
Minnesota
-$2.29M
3
TA
TCG Advisors
Texas
-$2.07M
4
AWA
Alaska Wealth Advisors
Alaska
-$1.02M
5
6M
6 Meridian
Kansas
-$910K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$167K -$21.7K -1,757 -11%
BF
52
BOK Financial
Oklahoma
$166K -$204K -16,580 -55%
CF
53
Centaurus Financial
California
$152K +$5.2K +422 +4%
JWCA
54
J.W. Cole Advisors
Florida
$150K +$152K +12,303 New
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$147K +$4.98K +404 +3%
RA
56
Riverstone Advisors
Texas
$144K – – –
MAFM
57
Mid Atlantic Financial Management
Pennsylvania
$141K -$41.9K -3,400 -23%
FGA
58
Fortis Group Advisors
New Jersey
$135K +$136K +11,052 New
AAS
59
Avantax Advisory Services
Texas
$130K +$131K +10,623 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$119K – – –
SMG
61
Spectrum Management Group
Indiana
$103K – – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$72K – – –
ASN
63
Advisory Services Network
Georgia
$71K +$71.6K +5,811 New
APA
64
American Portfolios Advisors
New York
$61.1K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$54K – – –
SIM
66
Sonora Investment Management
Arizona
$49K +$49.3K +4,000 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$36K – – –
EIP
68
Ellis Investment Partners
Pennsylvania
$34K +$431 +35 +1%
US Bancorp
69
US Bancorp
Minnesota
$31K – – –
RCA
70
Ranch Capital Advisors
Florida
$28K – – –
FEG
71
Financial Enhancement Group
Indiana
$24K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$14K – – –
JP Morgan Chase
73
JP Morgan Chase
New York
$13K – – –
BC
74
Bartlett & Co
Ohio
$13K +$12.6K +1,025 New
BCWM
75
Bartlett & Co Wealth Management
Ohio
$12.5K +$12.6K +1,025 New
1 2
3
4

VMO Hedge Fund Activity: Q3 2020 in Review

88 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2020, worth a combined $160M — up 6.4% from $151M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VMO and 9 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Bramshill Investments, adding an estimated $9.32M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $4.61M sold.

  • 88 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2020, down from 91 in Q2 2020.
  • Funds reported $160M of Invesco Municipal Opportunity Trust stock for Q3 2020, up 6.4% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2020 and 12 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2020 was Bramshill Investments, an estimated $9.32M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2020 was Robinson Capital Management, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2020.