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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $149M invested in Invesco Municipal Opportunity Trust in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.25M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.21M
3
PPA
Parametric Portfolio Associates
Washington
+$2.9M
4
RCM
Robinson Capital Management
Michigan
+$1.74M
5
GC
Guggenheim Capital
Illinois
+$1.51M

Top Sellers

1
BI
Bramshill Investments
Florida
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.63M
3
Stifel Financial
Stifel Financial
Missouri
-$2.97M
4
UBS Group
UBS Group
Switzerland
-$2.02M
5
FC
FCA Corp
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
51
LexAurum Advisors
Kansas
$231K – – –
ASN
52
Advisory Services Network
Georgia
$229K +$229K +20,000 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$221K – – –
BHWM
54
Bar Harbor Wealth Management
New Hampshire
$211K – – –
HCM
55
Hollencrest Capital Management
California
$209K – – –
KIM
56
Karpus Investment Management
New York
$188K +$188K +16,444 New
SPC
57
Sigma Planning Corp
Michigan
$179K +$2.25K +196 +1%
ACA
58
Ackerman Capital Advisors
Texas
$178K +$178K +15,565 New
CIA
59
Capital Investment Advisors
Georgia
$176K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$172K +$4.59K +401 +3%
RPCA
61
Running Point Capital Advisors
California
$172K +$172K +15,000 New
CFGS
62
Concourse Financial Group Securities
Alabama
$172K +$172K +15,000 New
NA
63
NewEdge Advisors
Louisiana
$167K -$20.9K -1,822 -11%
MFW
64
Meristem Family Wealth
Minnesota
$165K -$20.6K -1,800 -11%
WAM
65
Worth Asset Management
Texas
$155K +$155K +15,030 New
Baird Financial Group
66
Baird Financial Group
Wisconsin
$151K – – –
FWM
67
Fairhaven Wealth Management
Illinois
$151K +$151K +13,206 New
KA
68
Kercheville Advisors
Texas
$150K – – –
VF
69
Virtu Financial
New York
$150K +$150K +13,060 New
BF
70
BOK Financial
Oklahoma
$149K – – –
Walleye Capital
71
Walleye Capital
New York
$148K +$148K +12,905 New
SAM
72
Secure Asset Management
Michigan
$142K +$142K +12,364 New
WS
73
Wedbush Securities
California
$130K +$5.92K +519 +5%
SRC
74
Shufro Rose & Co
New York
$126K +$11.5K +1,000 +10%
LNWWM
75
Laird Norton Wetherby Wealth Management
California
$121K +$121K +10,592 New
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3
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