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Invesco Municipal Opportunity Trust
VMO

106 hedge funds and large institutions have $140M invested in Invesco Municipal Opportunity Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0.28% more ownership

Funds ownership: 22.63% → 22.91% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 108 → 106 (-2)

11% less capital invested

Capital invested by funds: $157M → $140M (-$16.8M)

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
+$2.5M
3
UBS Group
UBS Group
Switzerland
+$1.04M
4
H6H
Hightower 6M Holding
Kansas
+$861K
5
Osaic Holdings
Osaic Holdings
Arizona
+$373K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$2.24M
2
Morgan Stanley
Morgan Stanley
New York
-$1.36M
3
RCM
Rivernorth Capital Management
Florida
-$1.25M
4
KIM
Karpus Investment Management
New York
-$1.18M
5
Bank of America
Bank of America
North Carolina
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hollencrest Capital Management
California
$166K – – –
NA
52
NewEdge Advisors
Louisiana
$163K +$3.93K +384 +2%
HI
53
Harbour Investments
Wisconsin
$151K – – –
CIA
54
Capital Investment Advisors
Georgia
$140K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$137K – – –
RPCA
56
Running Point Capital Advisors
California
$137K – – –
WAM
57
Worth Asset Management
Texas
$137K – – –
BF
58
BOK Financial
Oklahoma
$137K +$20.3K +1,988 +15%
CAM
59
Cresset Asset Management
Illinois
$136K +$5.83K +570 +4%
STA
60
Summit Trail Advisors
New York
$136K +$153K +14,944 New
GVAG
61
Great Valley Advisor Group
Delaware
$125K – – –
Baird Financial Group
62
Baird Financial Group
Wisconsin
$120K – – –
FWM
63
Fairhaven Wealth Management
Illinois
$120K – – –
KA
64
Kercheville Advisors
Texas
$119K – – –
CWM
65
Collaborative Wealth Management
Florida
$118K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$115K +$128K +12,528 New
QCIG
67
Quad-Cities Investment Group
Iowa
$113K -$174K -16,957 -58%
BCP
68
Berkeley Capital Partners
Georgia
$113K +$20.5K +2,000 +19%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$111K -$46.1K -4,500 -27%
SPC
70
Sigma Planning Corp
Michigan
$111K -$36.3K -3,550 -23%
IFG
71
Independent Financial Group
California
$109K +$123K +12,000 New
SRC
72
Shufro Rose & Co
New York
$100K – – –
GCP
73
Gill Capital Partners
Colorado
$100K +$112K +10,984 New
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$96K – – –
MWM
75
Modera Wealth Management
New Jersey
$96K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2022, worth a combined $140M — down 11% from $157M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VMO and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.45M. The largest seller was Bramshill Investments, cutting an estimated $2.24M.

  • 106 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $140M of Invesco Municipal Opportunity Trust stock for Q3 2022, down 11% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2022 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $3.45M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2022 was Bramshill Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2022.