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Invesco Municipal Opportunity Trust
VMO

92 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, 25 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $176M → $179M (+$3.09M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 20.39% → 20.16% (-0.23%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 93 → 92 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.79M
2
Bank of America
Bank of America
North Carolina
+$1.85M
3
GC
Guggenheim Capital
Illinois
+$933K
4
BI
Bramshill Investments
Florida
+$832K
5
AAM
Advisors Asset Management
Colorado
+$754K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$10.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.03M
3
SIA
Sit Investment Associates
Minnesota
-$1.46M
4
AWA
Alaska Wealth Advisors
Alaska
-$900K
5
Ameriprise
Ameriprise
Minnesota
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$182K +$954 +73 +0.5%
BF
52
BOK Financial
Oklahoma
$179K – – –
HH
53
Hilltop Holdings
Texas
$176K -$583K -44,593 -77%
KA
54
Kercheville Advisors
Texas
$172K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$167K +$19.6K +1,500 +13%
RA
56
Riverstone Advisors
Texas
$155K – – –
CWM
57
Collaborative Wealth Management
Florida
$148K +$169K +12,912 New
BFG
58
Berger Financial Group
Minnesota
$147K +$146K +11,179 New
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$146K +$144K +11,052 New
IAIM
60
International Assets Investment Management
Florida
$138K – – –
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$134K +$133K +10,180 New
FCA
62
FinTrust Capital Advisors
South Carolina
$132K – – –
SRC
63
Shufro Rose & Co
New York
$132K – – –
CF
64
Centaurus Financial
California
$107K -$52.3K -4,000 -33%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$98K -$93.9K -7,186 -49%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$76K -$1.41K -108 -2%
APA
67
American Portfolios Advisors
New York
$65.9K – – –
PFBT
68
Parkside Financial Bank & Trust
Missouri
$62K – – –
MCM
69
MV Capital Management
Maryland
$60K +$59.1K +4,520 New
SIM
70
Sonora Investment Management
Arizona
$53K – – –
HI
71
Harbour Investments
Wisconsin
$44K +$43.7K +3,347 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$39K – – –
EIP
73
Ellis Investment Partners
Pennsylvania
$38K +$470 +36 +1%
RCA
74
Ranch Capital Advisors
Florida
$35K +$5.03K +385 +17%
US Bancorp
75
US Bancorp
Minnesota
$34K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2021, worth a combined $179M — up 1.8% from $176M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VMO and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.

The largest buyer was UBS Group, adding an estimated $3.79M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.8M.

  • 92 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2021, down from 93 in Q4 2020.
  • Funds reported $179M of Invesco Municipal Opportunity Trust stock for Q1 2021, up 1.8% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2021 and 14 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2021 was UBS Group, an estimated $3.79M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2021 was Rivernorth Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2021.