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Invesco Municipal Opportunity Trust
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Overview Fund Activity

103 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$15.3M
2
BI
2
Bramshill Investments
Florida
$45.7M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.37M
4
SIA
4
Sit Investment Associates
Minnesota
$14M
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.49M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$15M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.61M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Stordahl Capital Management
Colorado
$203K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$199K -$1.9K -194 -0.9%
LA
53
LexAurum Advisors
Kansas
$198K – – –
PA
54
Planning Alternatives
Michigan
$196K – – –
BHWM
55
Bar Harbor Wealth Management
New Hampshire
$194K – – –
SFP
56
Sandbox Financial Partners
Maryland
$187K +$187K +19,062 New
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$187K -$647 -66 -0.3%
NA
58
NewEdge Advisors
Louisiana
$171K +$930 +98 +0.5%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$167K +$138K +14,086 +468%
CIA
60
Capital Investment Advisors
Georgia
$151K – – –
CAM
61
Cresset Asset Management
Illinois
$141K -$9.46K -964 -6%
ASN
62
Advisory Services Network
Georgia
$137K – – –
HI
63
Harbour Investments
Wisconsin
$136K +$108 +11 +0.1%
GVAG
64
Great Valley Advisor Group
Delaware
$135K – – –
WFA
65
Wellspring Financial Advisors
Ohio
$133K – – –
Northern Trust
66
Northern Trust
Illinois
$133K -$20 -2 -0%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$129K – – –
KA
68
Kercheville Advisors
Texas
$128K – – –
BF
69
BOK Financial
Oklahoma
$128K – – –
SPC
70
Sigma Planning Corp
Michigan
$126K +$6.26K +638 +5%
KAS
71
Kestra Advisory Services
Texas
$123K +$1.45K +148 +1%
BCP
72
Berkeley Capital Partners
Georgia
$122K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$120K +$88 +9 +0.1%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$119K +$20.1K +2,050 +20%
CWM
75
Collaborative Wealth Management
Florida
$108K -$18.8K -1,912 -15%
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3
4 5