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Invesco Municipal Opportunity Trust
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Overview Fund Activity

91 hedge funds and large institutions have $186M invested in Invesco Municipal Opportunity Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.26M
2
Invesco
2
Invesco
Georgia
$877K
3
AAM
3
Advisors Asset Management
Colorado
$4.2M
4
UBS Group
4
UBS Group
Switzerland
$23.1M
5
GC
5
Guggenheim Capital
Illinois
$24.6M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$579K
3
BI
3
Bramshill Investments
Florida
$53.8M
4
AWA
4
Alaska Wealth Advisors
Alaska
$555K
5
Bank of America
5
Bank of America
North Carolina
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$210K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$210K +$210K +15,389 New
SPC
53
Sigma Planning Corp
Michigan
$205K +$14.4K +1,048 +8%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$183K -$84.2K -6,134 -32%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$180K -$14 -1 -0%
KA
56
Kercheville Advisors
Texas
$179K – – –
BF
57
BOK Financial
Oklahoma
$178K +$178K +13,000 New
RA
58
Riverstone Advisors
Texas
$161K – – –
WS
59
Wedbush Securities
California
$155K -$136K -9,969 -47%
BFG
60
Berger Financial Group
Minnesota
$153K – – –
T
61
TNF
Montana
$139K +$139K +10,408 New
FCA
62
FinTrust Capital Advisors
South Carolina
$137K – – –
SRC
63
Shufro Rose & Co
New York
$137K – – –
HI
64
Harbour Investments
Wisconsin
$116K +$52.7K +3,851 +83%
CF
65
Centaurus Financial
California
$111K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$79K – – –
APA
67
American Portfolios Advisors
New York
$68.5K – – –
PFBT
68
Parkside Financial Bank & Trust
Missouri
$64K – – –
MCM
69
MV Capital Management
Maryland
$62K – – –
SIM
70
Sonora Investment Management
Arizona
$55K – – –
WCMNY
71
Westchester Capital Management (New York)
New York
$49K +$49K +3,615 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$41K – – –
EIP
73
Ellis Investment Partners
Pennsylvania
$40K +$449 +33 +1%
RCA
74
Ranch Capital Advisors
Florida
$37K +$37K +2,685 New
US Bancorp
75
US Bancorp
Minnesota
$36K – – –
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3
4