Invesco Municipal Opportunity Trust
VMO
93 hedge funds and large institutions have $176M invested in Invesco Municipal Opportunity Trust in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $160M → $176M (+$15.6M)
6% more funds holding
Funds holding: 88 → 93 (+5)
0.92% more ownership
Funds ownership: 19.47% → 20.39% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$5.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.87M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$787K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$721K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.18M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.1M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$795K |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$620K |
| 5 |
VanEck Associates
New York
|
-$472K |
VMO Hedge Fund Activity: Q4 2020 in Review
93 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2020, worth a combined $176M — up 9.8% from $160M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VMO positions and 8 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $5.17M. The largest seller was Nuveen, exiting entirely with an estimated $1.18M sold.
- 93 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2020, up from 88 in Q3 2020.
- Funds reported $176M of Invesco Municipal Opportunity Trust stock for Q4 2020, up 9.8% quarter-over-quarter.
- 15 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2020 and 8 closed out, a net change of +7 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q4 2020 was Bramshill Investments, an estimated $5.17M added.
- The largest Invesco Municipal Opportunity Trust seller in Q4 2020 was Nuveen, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2020.