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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+4
Holders Change %
+3.88%
% 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
13
Increased
41
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$46M
2
RCM
2
Rivernorth Capital Management
Florida
$16.6M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.6M
4
UBS Group
4
UBS Group
Switzerland
$15.8M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$8.91M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$8.15M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
GAMC
3
Garner Asset Management Corp
Texas
$1.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$224K +$96K +10,143 +75%
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$212K +$212K +22,386 New
RP
53
Riverbridge Partners
Minnesota
$209K -$16.7K -1,768 -7%
PA
54
Planning Alternatives
Michigan
$199K +$9.46K +1,000 +5%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$191K +$10.9K +1,151 +6%
LA
56
LexAurum Advisors
Kansas
$191K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$191K -$918 -97 -0.5%
BHWM
58
Bar Harbor Wealth Management
New Hampshire
$187K – – –
SFP
59
Sandbox Financial Partners
Maryland
$185K +$4.61K +487 +3%
FAIM
60
Financial Advocates Investment Management
Washington
$183K -$295K -31,193 -62%
STA
61
Summit Trail Advisors
New York
$181K +$181K +19,105 New
NA
62
NewEdge Advisors
Louisiana
$171K +$464 +49 +0.3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$159K +$45.1K +4,769 +39%
CIA
64
Capital Investment Advisors
Georgia
$158K +$12.5K +1,325 +9%
PB
65
Pinnacle Bancorp
Nebraska
$142K +$142K +15,000 New
Nomura Holdings
66
Nomura Holdings
Japan
$140K +$45.4K +4,800 +48%
CAM
67
Cresset Asset Management
Illinois
$136K – – –
ASN
68
Advisory Services Network
Georgia
$132K – – –
HI
69
Harbour Investments
Wisconsin
$131K +$227 +24 +0.2%
WFA
70
Wellspring Financial Advisors
Ohio
$129K – – –
CWM
71
Compass Wealth Management
Connecticut
$126K +$126K +13,368 New
FWM
72
Fairhaven Wealth Management
Illinois
$125K +$125K +13,206 New
Baird Financial Group
73
Baird Financial Group
Wisconsin
$124K – – –
KA
74
Kercheville Advisors
Texas
$124K – – –
BF
75
BOK Financial
Oklahoma
$123K – – –
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3
4 5