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Invesco Municipal Opportunity Trust
VMO

88 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $186M → $188M (+$1.84M)

0.07% more ownership

Funds ownership: 20.16% → 20.23% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 92 → 88 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
26
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.56M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.27M
3
Invesco
Invesco
Georgia
+$868K
4
Ameriprise
Ameriprise
Minnesota
+$550K
5
Morgan Stanley
Morgan Stanley
New York
+$534K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.97M
2
Goldman Sachs
Goldman Sachs
New York
-$804K
3
VanEck Associates
VanEck Associates
New York
-$512K
4
SIA
Sit Investment Associates
Minnesota
-$378K
5
Wells Fargo
Wells Fargo
California
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$213K +$6.09K +449 +3%
CIA
52
Capital Investment Advisors
Georgia
$212K – – –
HH
53
Hilltop Holdings
Texas
$210K -$28.7K -2,116 -12%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$202K -$48.2K -3,557 -20%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$182K – – –
BF
56
BOK Financial
Oklahoma
$180K – – –
KA
57
Kercheville Advisors
Texas
$180K – – –
CWM
58
Collaborative Wealth Management
Florida
$178K +$175K +12,912 New
WS
59
Wedbush Securities
California
$150K -$6.56K -484 -4%
FCA
60
FinTrust Capital Advisors
South Carolina
$138K – – –
SRC
61
Shufro Rose & Co
New York
$138K – – –
T
62
TNF
Montana
$137K -$1.93K -142 -1%
FAG
63
Fortitude Advisory Group
Washington
$116K +$114K +8,406 New
CF
64
Centaurus Financial
California
$112K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$80K – – –
APA
66
American Portfolios Advisors
New York
$69K – – –
HI
67
Harbour Investments
Wisconsin
$69K -$47.2K -3,484 -41%
MCM
68
MV Capital Management
Maryland
$62K – – –
EVM
69
Eaton Vance Management
Massachusetts
$51K +$48.8K +3,600 +4,500%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$41K – – –
EIP
71
Ellis Investment Partners
Pennsylvania
$41K +$475 +35 +1%
US Bancorp
72
US Bancorp
Minnesota
$36K – – –
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$35K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$34.3K – – –
AF
75
Allworth Financial
California
$33K +$380 +28 +1%
1 2
3
4

VMO Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2021, worth a combined $188M — up 0.99% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VMO and 8 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Bramshill Investments, adding an estimated $1.56M. The largest seller was UBS Group, cutting an estimated $3.97M.

  • 88 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2021, down from 92 in Q3 2021.
  • Funds reported $188M of Invesco Municipal Opportunity Trust stock for Q4 2021, up 0.99% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2021 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2021 was Bramshill Investments, an estimated $1.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2021 was UBS Group, an estimated $3.97M sold.

Based on aggregated 13F filings for Q4 2021.