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Invesco Municipal Opportunity Trust
VMO

110 hedge funds and large institutions have $172M invested in Invesco Municipal Opportunity Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 108 → 110 (+2)

1.47% more ownership

Funds ownership: 29.51% → 30.98% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

9% less capital invested

Capital invested by funds: $188M → $172M (-$16.2M)

Holders
110
Holders Change
+2
Holders Change %
+1.85%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.82M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.5M
3
BI
Bramshill Investments
Florida
+$2.2M
4
AA
AQR Arbitrage
Connecticut
+$2.03M
5
LSC
Logan Stone Capital
Illinois
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.27M
2
RCM
Robinson Capital Management
Michigan
-$1.26M
3
BlackRock
BlackRock
New York
-$1.12M
4
UBS Group
UBS Group
Switzerland
-$746K
5
SIA
Sit Investment Associates
Minnesota
-$720K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
51
Riverbridge Partners
Minnesota
$211K +$32.7K +3,581 +16%
Walleye Capital
52
Walleye Capital
New York
$203K +$226K +24,710 New
PA
53
Planning Alternatives
Michigan
$198K +$27.4K +3,000 +14%
Creative Planning
54
Creative Planning
Kansas
$184K +$204K +22,386 New
SQA
55
Simon Quick Advisors
New Jersey
$175K +$195K +21,309 New
LA
56
LexAurum Advisors
Kansas
$166K – – –
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$163K – – –
ACA
58
Ackerman Capital Advisors
Texas
$160K +$177K +19,424 New
FAIM
59
Financial Advocates Investment Management
Washington
$159K – – –
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$156K -$11.5K -1,257 -6%
MNBTD
61
Moody National Bank Trust Division
Texas
$153K +$55.1K +6,037 +48%
BRWA
62
B. Riley Wealth Advisors
Florida
$153K -$14.7K -1,614 -8%
Northern Trust
63
Northern Trust
Illinois
$143K -$56.9K -6,225 -26%
CIA
64
Capital Investment Advisors
Georgia
$139K +$2.18K +239 +1%
KPWS
65
Kestra Private Wealth Services
Texas
$139K +$154K +16,865 New
STA
66
Summit Trail Advisors
New York
$130K -$30K -3,287 -17%
NA
67
NewEdge Advisors
Louisiana
$126K -$24.9K -2,725 -15%
PB
68
Pinnacle Bancorp
Nebraska
$123K – – –
CAM
69
Cresset Asset Management
Illinois
$119K – – –
WAM
70
Wolverine Asset Management
Illinois
$116K +$127K +13,944 +13,408%
ASN
71
Advisory Services Network
Georgia
$115K – – –
HI
72
Harbour Investments
Wisconsin
$115K +$283 +31 +0.2%
WFA
73
Wellspring Financial Advisors
Ohio
$112K – – –
CWM
74
Compass Wealth Management
Connecticut
$110K – – –
FWM
75
Fairhaven Wealth Management
Illinois
$109K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2023, worth a combined $172M — down 8.6% from $188M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VMO positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.82M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.

  • 110 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2023, up from 108 in Q2 2023.
  • Funds reported $172M of Invesco Municipal Opportunity Trust stock for Q3 2023, down 8.6% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2023 and 7 closed out, a net change of +4 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2023 was Rivernorth Capital Management, an estimated $2.82M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2023 was Morgan Stanley, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2023.