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Invesco Municipal Opportunity Trust
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Overview Fund Activity

90 hedge funds and large institutions have $179M invested in Invesco Municipal Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$4.85M
3
GC
3
Guggenheim Capital
Illinois
$22.2M
4
BI
4
Bramshill Investments
Florida
$49.6M
5
AAM
5
Advisors Asset Management
Colorado
$2.64M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.05M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.56M
3
SIA
3
Sit Investment Associates
Minnesota
$9.66M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.06M
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
51
BOK Financial
Oklahoma
$179K – – –
HH
52
Hilltop Holdings
Texas
$176K -$586K -44,593 -77%
KA
53
Kercheville Advisors
Texas
$172K – – –
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$167K +$19.7K +1,500 +13%
RA
55
Riverstone Advisors
Texas
$155K – – –
CWM
56
Collaborative Wealth Management
Florida
$148K +$148K +12,912 New
BFG
57
Berger Financial Group
Minnesota
$147K +$147K +11,179 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$146K +$146K +11,052 New
IAIM
59
International Assets Investment Management
Florida
$138K – – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$134K +$134K +10,180 New
FCA
61
FinTrust Capital Advisors
South Carolina
$132K – – –
SRC
62
Shufro Rose & Co
New York
$132K – – –
CF
63
Centaurus Financial
California
$107K -$52.9K -4,000 -33%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$98K -$95.7K -7,186 -49%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$76K -$1.41K -108 -2%
APA
66
American Portfolios Advisors
New York
$65.9K – – –
PFBT
67
Parkside Financial Bank & Trust
Missouri
$62K – – –
MCM
68
MV Capital Management
Maryland
$60K +$60K +4,520 New
SIM
69
Sonora Investment Management
Arizona
$53K – – –
HI
70
Harbour Investments
Wisconsin
$44K +$44K +3,347 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$39K – – –
EIP
72
Ellis Investment Partners
Pennsylvania
$38K +$476 +36 +1%
RCA
73
Ranch Capital Advisors
Florida
$35K +$5.02K +385 +17%
US Bancorp
74
US Bancorp
Minnesota
$34K – – –
WWM
75
Wagner Wealth Management
South Carolina
$33K +$33K +2,541 New
1 2
3
4 5