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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $183M invested in Invesco Municipal Opportunity Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$12.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$8.44M
3
RCM
3
Rivernorth Capital Management
Florida
$8.92M
4
BI
4
Bramshill Investments
Florida
$43.2M
5
SIA
5
Sit Investment Associates
Minnesota
$13.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.8M
2
AAM
2
Advisors Asset Management
Colorado
$998K
3
Bank of America
3
Bank of America
North Carolina
$617K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$946K
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
51
Riverbridge Partners
Minnesota
$230K +$9.32K +939 +4%
SCM
52
Stordahl Capital Management
Colorado
$205K +$205K +20,708 New
BRWA
53
B. Riley Wealth Advisors
Florida
$203K +$1.92K +194 +1%
LA
54
LexAurum Advisors
Kansas
$200K – – –
PA
55
Planning Alternatives
Michigan
$198K +$198K +20,000 New
BHWM
56
Bar Harbor Wealth Management
New Hampshire
$196K +$196K +19,795 New
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$189K +$84.5K +8,527 +81%
AP
58
Americana Partners
Texas
$186K -$33.7K -3,400 -15%
NA
59
NewEdge Advisors
Louisiana
$178K +$823 +83 +0.5%
VF
60
Virtu Financial
New York
$155K +$155K +15,668 New
CIA
61
Capital Investment Advisors
Georgia
$152K – – –
RPCA
62
Running Point Capital Advisors
California
$149K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$149K – – –
VVP
64
Venture Visionary Partners
Ohio
$149K +$149K +15,000 New
ASN
65
Advisory Services Network
Georgia
$139K -$59.5K -6,000 -30%
HI
66
Harbour Investments
Wisconsin
$137K -$7.88K -795 -5%
GVAG
67
Great Valley Advisor Group
Delaware
$136K – – –
WFA
68
Wellspring Financial Advisors
Ohio
$135K +$135K +13,600 New
Northern Trust
69
Northern Trust
Illinois
$134K -$70.4K -7,101 -34%
FWM
70
Fairhaven Wealth Management
Illinois
$131K – – –
Baird Financial Group
71
Baird Financial Group
Wisconsin
$130K – – –
KA
72
Kercheville Advisors
Texas
$129K – – –
BF
73
BOK Financial
Oklahoma
$129K -$19.7K -1,988 -13%
CWM
74
Collaborative Wealth Management
Florida
$128K – – –
KAS
75
Kestra Advisory Services
Texas
$123K -$110K -11,139 -47%
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