We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust
VMO

108 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

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 104 → 108 (+4)

1.33% more ownership

Funds ownership: 28.18% → 29.51% (+1.3%)

2% more capital invested

Capital invested by funds: $185M → $188M (+$3.14M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.7%
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

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.96M
2
RCM
Rivernorth Capital Management
Florida
+$1.84M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.36M
4
UBS Group
UBS Group
Switzerland
+$1.3M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1M
2
AAM
Advisors Asset Management
Colorado
-$957K
3
GAMC
Garner Asset Management Corp
Texas
-$450K
4
Morgan Stanley
Morgan Stanley
New York
-$336K
5
JP Morgan Chase
JP Morgan Chase
New York
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q2 2023 in Review

108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2023, worth a combined $188M — up 1.7% from $185M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VMO positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $1M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2023, up from 104 in Q1 2023.
  • Funds reported $188M of Invesco Municipal Opportunity Trust stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2023 was Bramshill Investments, an estimated $1.96M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2023 was Guggenheim Capital, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2023.